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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
626
FRG Family Wealth Advisors
Washington
$201K +$195K +1,469 New
SYBT
627
Stock Yards Bank & Trust
Kentucky
$201K +$195K +1,470 New
MCA
628
Magnolia Capital Advisors
Mississippi
$200K +$194K +1,463 New
CB
629
Community Bank
New York
$192K +$132K +1,000 +250%
TFA
630
Tobias Financial Advisors
Florida
$189K +$183K +1,385 New
SL
631
Savior LLC
Massachusetts
$184K +$178K +1,343 New
WEC
632
Winslow Evans & Crocker
Massachusetts
$180K -$15.4K -116 -8%
KWM
633
Keebeck Wealth Management
Illinois
$178K +$172K +1,299 New
PFBT
634
Parkside Financial Bank & Trust
Missouri
$175K +$16K +121 +11%
CC
635
Cassaday & Co
Virginia
$173K -$1.59K -12 -0.9%
GWS
636
Glassman Wealth Services
Virginia
$173K +$99.4K +750 +146%
SBSB
637
Sullivan, Bruyette, Speros & Blaney
Virginia
$165K -$6.36K -48 -4%
BW
638
Bison Wealth
Georgia
$160K -$51.1K -386 -25%
TAM
639
Townsend Asset Management
North Carolina
$160K +$154K +1,166 New
CAC
640
Certified Advisory Corp
Florida
$151K +$927 +7 +0.6%
IFWM
641
Institute for Wealth Management
Colorado
$151K +$146K +1,103 New
PB
642
Pinnacle Bancorp
Nebraska
$149K – – –
CFN
643
Cordasco Financial Network
Florida
$149K +$662 +5 +0.5%
BWM
644
BerganKDV Wealth Management
Minnesota
$145K – – –
BlackRock
645
BlackRock
New York
$140K -$3.18K -24 -2%
AWM
646
Atticus Wealth Management
Florida
$138K +$133K +1,005 New
RE
647
RBC Europe
United Kingdom
$137K – – –
FMB
648
Field & Main Bank
Kentucky
$137K – – –
VCM
649
Vigilant Capital Management
Maine
$137K – – –
JGIA
650
Jackson Grant Investment Advisers
Connecticut
$134K +$927 +7 +0.7%