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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
601
Chatham Capital Group
Georgia
$1.01M -$17.4K -100 -2%
AA
602
Aire Advisors
California
$1.01M +$237K +1,361 +31%
CAG
603
Curtis Advisory Group
California
$999K +$74.8K +430 +8%
APP
604
Avantax Planning Partners
Iowa
$999K +$597K +3,431 +153%
IWC
605
Integrated Wealth Concepts
Massachusetts
$998K +$8.87K +51 +0.9%
CIC
606
Cutler Investment Counsel
Oregon
$997K +$12K +69 +1%
BMCM
607
Burns Matteson Capital Management
New York
$996K -$11K -63 -1%
IGGA
608
Iron Gate Global Advisors
Utah
$995K +$386K +2,222 +65%
M&T Bank
609
M&T Bank
New York
$987K
TRCT
610
Tower Research Capital (TRC)
New York
$976K +$964K +5,546 New
CFB
611
Cullen/Frost Bankers
Texas
$973K +$219K +1,260 +30%
PCIA
612
Prime Capital Investment Advisors
Kansas
$970K
SCM
613
Southport Capital Management
Tennessee
$969K -$842K -4,843 -47%
BIM
614
Baldwin Investment Management
Pennsylvania
$969K +$168K +964 +21%
DAS
615
Dynamic Advisor Solutions
Arizona
$968K +$49K +282 +5%
IA
616
IFG Advisory
Georgia
$968K +$665K +3,826 +228%
MOS
617
MGO One Seven
Ohio
$966K +$16.3K +94 +2%
GGS
618
Galvin Gaustad & Stein
Arizona
$964K -$46.8K -269 -5%
WA
619
Wambolt & Associates
Colorado
$960K +$70.6K +406 +8%
MFT
620
Moisand Fitzgerald Tamayo
Florida
$957K -$333K -1,916 -26%
RG
621
Retirement Group
California
$955K +$156K +899 +20%
PPW
622
Parcion Private Wealth
Washington
$952K -$609K -3,504 -39%
ATWA
623
Arbor Trust Wealth Advisors
Michigan
$941K -$6.08K -35 -0.6%
EVC
624
Eidelman Virant Capital
Missouri
$940K +$90.2K +519 +11%
GA
625
Greenspring Advisors
Maryland
$939K -$94.6K -544 -9%