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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
601
Dynamic Advisor Solutions
Arizona
$1.11M -$46.6K -279 -4%
RTL
602
Red Tortoise LLC
Georgia
$1.11M +$25.7K +154 +2%
TC
603
Trust Company
Kansas
$1.11M +$37.1K +222 +3%
Harbour Investments
604
Harbour Investments
Wisconsin
$1.11M -$927K -5,545 -44%
Clearstead Advisors
605
Clearstead Advisors
Ohio
$1.1M +$1.67K +10 +0.1%
FHC
606
Forest Hill Capital
Arkansas
$1.1M – – –
EWA
607
Evolution Wealth Advisors
Florida
$1.1M -$77.7K -465 -6%
LFA
608
Level Financial Advisors
New York
$1.09M -$27.6K -165 -2%
RFA
609
Resurgent Financial Advisors
Georgia
$1.09M -$140K -836 -11%
Csenge Advisory Group
610
Csenge Advisory Group
Florida
$1.09M +$70.7K +423 +7%
WA
611
Wambolt & Associates
Colorado
$1.08M +$42.3K +253 +4%
LSA
612
Lion Street Advisors
Texas
$1.08M -$737K -4,411 -39%
Simplicity Solutions
613
Simplicity Solutions
Minnesota
$1.08M -$836K -5,000 -42%
BBI
614
Baxter Bros Inc
Connecticut
$1.08M +$1.13M +6,759 New
TDWM
615
Topel & Distasi Wealth Management
California
$1.07M – – –
Focus Financial Network
616
Focus Financial Network
Minnesota
$1.07M -$79.8K -477 -7%
Synovus Financial
617
Synovus Financial
Georgia
$1.07M +$28.4K +170 +3%
JC
618
Jentner Corp
Ohio
$1.06M -$20.1K -120 -2%
SIS
619
Strategic Investment Solutions
Illinois
$1.05M +$1.04M +6,200 +6,200%
AIM
620
Alhambra Investment Management
Florida
$1.05M +$53.2K +318 +5%
PCM
621
Parsons Capital Management
Rhode Island
$1.05M +$1.17K +7 +0.1%
PSF
622
Pacific Sun Financial
California
$1.05M -$10.9K -65 -1%
CCB
623
Country Club Bank
Missouri
$1.04M +$96.3K +576 +10%
Huntington National Bank
624
Huntington National Bank
Ohio
$1.04M – – –
BOK Financial
625
BOK Financial
Oklahoma
$1.04M -$61.4K -367 -5%