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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EE
601
EWG Elevate
California
$1.53M +$73.7K +373 +5%
SHFA
602
SC&H Financial Advisors
Maryland
$1.52M +$72.3K +366 +5%
GVAG
603
Great Valley Advisor Group
Delaware
$1.52M +$79.2K +401 +5%
BCG
604
Breakwater Capital Group
New Jersey
$1.52M +$47K +238 +3%
PCM
605
Parsons Capital Management
Rhode Island
$1.52M -$16.4K -83 -1%
MSWMA
606
Market Street Wealth Management Advisors
Indiana
$1.51M -$91.5K -463 -5%
MGW
607
MB Generational Wealth
Washington
$1.5M -$404K -2,046 -20%
KWM
608
Kingsview Wealth Management
Oregon
$1.5M -$115K -581 -7%
WBC
609
West Branch Capital
Massachusetts
$1.5M -$137K -692 -8%
IP
610
Intellectus Partners
California
$1.48M +$598K +3,027 +61%
LWM
611
Liberty Wealth Management
California
$1.44M +$25.1K +127 +2%
Empower Advisory Group
612
Empower Advisory Group
Colorado
$1.44M -$228K -1,152 -13%
GC
613
Grange Capital
Oregon
$1.44M +$49.2K +249 +3%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$1.43M -$1.63M -8,231 -52%
NFG
615
Nations Financial Group
Iowa
$1.43M -$185K -939 -11%
BCM
616
BluePointe Capital Management
California
$1.43M +$1.25M +6,316 +464%
DE
617
Diversified Enterprises
Delaware
$1.41M +$688K +3,484 +85%
TFF
618
The Family Firm
Maryland
$1.41M +$35.6K +180 +2%
CAG
619
Csenge Advisory Group
Florida
$1.4M -$97.6K -494 -6%
TBT
620
Texas Bank & Trust
Texas
$1.4M -$21.3K -108 -1%
BWM
621
BigSur Wealth Management
Florida
$1.39M
DB
622
Dravo Bay
Delaware
$1.39M -$147K -746 -9%
HR
623
Hardy Reed
Mississippi
$1.39M
JFG
624
Jefferies Financial Group
New York
$1.38M +$36.5K +185 +3%
GA
625
GFS Advisors
Texas
$1.37M