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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
626
D'Orazio & Associates
Virginia
$53K -$1.5K -15 -3%
HFA
627
HC Financial Advisors
California
$53K
GWMIA
628
Global Wealth Management Investment Advisory
Florida
$53K +$3.91K +39 +9%
CA
629
Clearstead Advisors
Ohio
$50K
SSB
630
Sandy Spring Bank
Maryland
$47K -$120K -1,196 -73%
ARMC
631
American Research & Management Company
Massachusetts
$43K +$5.02K +50 +14%
TF
632
Tompkins Financial
New York
$41K
PWM
633
Provident Wealth Management
Tennessee
$41K +$38.9K +388 New
OC
634
Oakworth Capital
Alabama
$40K
RDWM
635
Red Door Wealth Management
Tennessee
$40K
VNA
636
Valley National Advisers
Pennsylvania
$39K
BEI
637
Benjamin Edwards Inc
Missouri
$39K +$5.52K +55 +18%
RCA
638
Ranch Capital Advisors
Florida
$39K +$12K +120 +55%
RG
639
Retirement Group
California
$39K +$36.4K +363 New
RWA
640
Ropes Wealth Advisors
Massachusetts
$39K +$36.7K +366 New
APC
641
Aspire Private Capital
North Carolina
$37K +$34.8K +347 +34,700%
AIM
642
Anchor Investment Management
South Carolina
$37K
MAWCM
643
Mine & Arao Wealth Creation & Management
California
$35K
CFA
644
Carroll Financial Associates
North Carolina
$35K +$8.53K +85 +35%
Simplex Trading
645
Simplex Trading
Illinois
$35K +$33.1K +330 New
HIA
646
Harbor Investment Advisory
Maryland
$34K
FCB
647
First Command Bank
Texas
$33K
FCFS
648
First Command Financial Services
Texas
$33K
JFA
649
JNBA Financial Advisors
Minnesota
$33K
ETI
650
Enterprise Trust & Investment
California
$33K +$30.5K +304 New