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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
601
Delta Asset Management
Tennessee
$16K
ME
602
McIlrath & Eck
Washington
$15K
GT
603
Glenmede Trust
Pennsylvania
$14.5K +$1.64M +12,954 +11%
LGWM
604
Litman Gregory Wealth Management
California
$14K
PFO
605
Pathstone Family Office
New Jersey
$14K +$15.2K +120 New
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
$13K
MWA
607
Meridian Wealth Advisors
Texas
$13K +$13.9K +110 New
M
608
MOTCO
Texas
$12K +$8.6K +68 +194%
DWA
609
Dougherty Wealth Advisers
Minnesota
$12K +$11.4K +90 New
QAM
610
QCI Asset Management
New York
$11K -$3.29K -26 -21%
CB
611
CNB Bank
Pennsylvania
$11K
BAM
612
Bruderman Asset Management
New York
$11K +$12.7K +100 New
DWM
613
Destination Wealth Management
California
$11K +$12.7K +100 New
EWM
614
Executive Wealth Management
Michigan
$11K +$12.7K +100 New
Simplex Trading
615
Simplex Trading
Illinois
$10K +$11.5K +91 New
MSA
616
Marino Stram & Associates
Massachusetts
$9K -$20.5K -162 -68%
RFM
617
Royal Fund Management
Florida
$9K
WAS
618
WESPAC Advisors SoCal
California
$9K
LWA
619
Lenox Wealth Advisors
New York
$9K +$4.05K +32 +73%
CDIA
620
Capital Directions Investment Advisors
Georgia
$8K -$3.42K -27 -28%
RCG
621
Ruggie Capital Group
Florida
$8K +$9.24K +73 New
CAL
622
Capital Analysts LLC
Pennsylvania
$7K
IDBONY
623
Israel Discount Bank of New York
New York
$7K +$7.59K +60 New
IFA
624
Interactive Financial Advisors
Illinois
$6K -$181K -1,432 -96%
TC
625
Trust Company
Kansas
$6K -$8.22K -65 -57%