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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
601
Security National Trust
West Virginia
$169K – – –
CHA
602
Carmichael Hill & Associates
Maryland
$160K – – –
BAM
603
Belpointe Asset Management
Nevada
$159K +$15.8K +141 +11%
WEC
604
Winslow Evans & Crocker
Massachusetts
$155K – – –
GWS
605
Glassman Wealth Services
Virginia
$143K +$448 +4 +0.3%
MLFP
606
MPS Loria Financial Planners
Illinois
$141K +$224 +2 +0.2%
AA
607
Advisory Alpha
Michigan
$138K +$131K +1,172 New
JWM
608
Jeppson Wealth Management
California
$136K +$138K +1,233 New
TAM
609
Townsend Asset Management
North Carolina
$130K +$336 +3 +0.3%
PFBT
610
Parkside Financial Bank & Trust
Missouri
$127K -$13.6K -121 -10%
CFN
611
Cordasco Financial Network
Florida
$121K +$224 +2 +0.2%
LPIC
612
LeJeune Puetz Investment Counsel
Michigan
$116K +$118K +1,050 New
BWM
613
BerganKDV Wealth Management
Minnesota
$111K -$52.5K -468 -32%
RE
614
RBC Europe
United Kingdom
$111K – – –
JGIA
615
Jackson Grant Investment Advisers
Connecticut
$110K +$1.12K +10 +1%
BFG
616
Baron Financial Group
New Jersey
$104K +$106K +944 New
HI
617
Hudock Inc
Pennsylvania
$104K +$39.2K +350 +58%
Franklin Resources
618
Franklin Resources
California
$103K +$25.2K +225 +32%
FPB
619
First PREMIER Bank
South Dakota
$101K – – –
APWA
620
Atlas Private Wealth Advisors
New Jersey
$98K -$2.8K -25 -3%
TCM
621
TD Capital Management
Tennessee
$97K -$19.6K -175 -17%
PO
622
Private Ocean
California
$94K – – –
PB
623
Pinnacle Bancorp
Nebraska
$94K +$12K +107 +14%
PWM
624
Provident Wealth Management
Tennessee
$90K +$48K +428 +110%
BlackRock
625
BlackRock
New York
$89K +$12.2K +109 +16%