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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
601
Allspring Global Investments
North Carolina
$900K +$120K +730 +14%
WFPG
602
Waller Financial Planning Group
Ohio
$896K -$14.6K -89 -1%
IWC
603
Integrated Wealth Concepts
Massachusetts
$890K +$43.3K +264 +5%
TDWM
604
Topel & Distasi Wealth Management
California
$885K +$104K +636 +12%
IWA
605
Intercontinental Wealth Advisors
Texas
$883K -$161K -980 -14%
PCM
606
Parsons Capital Management
Rhode Island
$877K +$155K +943 +19%
WWM
607
Western Wealth Management
Colorado
$876K -$9.02K -55 -0.9%
WI
608
Wintrust Investments
Illinois
$872K -$116K -705 -11%
WA
609
Wambolt & Associates
Colorado
$867K +$59.9K +365 +7%
ST
610
Smithfield Trust
Pennsylvania
$865K -$92.8K -566 -9%
ACP
611
Aveo Capital Partners
Colorado
$862K -$34.1K -208 -3%
SCG
612
Sonata Capital Group
Washington
$861K
CCG
613
Chatham Capital Group
Georgia
$860K
KA
614
Kovack Advisors
Florida
$843K -$96.8K -590 -9%
IGGA
615
Iron Gate Global Advisors
Utah
$843K
Walleye Capital
616
Walleye Capital
New York
$843K +$923K +5,630 New
PWA
617
Physician Wealth Advisors
Utah
$837K -$21.3K -130 -2%
ABC
618
Associated Banc-Corp
Wisconsin
$837K +$47.7K +291 +5%
CIC
619
Cutler Investment Counsel
Oregon
$834K -$16.4K -100 -2%
CI
620
CPR Investments
Michigan
$830K +$909K +5,542 New
CFB
621
Cullen/Frost Bankers
Texas
$829K
BRC
622
Bell Rock Capital
Delaware
$823K +$901K +5,493 New
HGWM
623
Harvest Group Wealth Management
Massachusetts
$817K +$824K +5,023 New
VFA
624
Valeo Financial Advisors
Indiana
$811K +$247K +1,504 +14%
NFP
625
Narus Financial Partners
Utah
$809K +$195K +1,190 +28%