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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
626
Janiczek Wealth Management
Colorado
$1.02M – – –
JCM
627
Jacobi Capital Management
Pennsylvania
$1.01M -$26.3K -165 -3%
NL
628
NVWM LLC
Pennsylvania
$1.01M +$855K +5,368 +537%
CAG
629
Curtis Advisory Group
California
$1.01M +$106K +663 +12%
DPI
630
Diversified Portfolios Inc
Michigan
$1.01M +$212K +1,329 +27%
FFG
631
Ford Financial Group
California
$1M -$20.4K -128 -2%
CD
632
Chapin Davis
Maryland
$1M +$1M +6,303 New
Smithfield Trust
633
Smithfield Trust
Pennsylvania
$996K -$31.4K -197 -3%
AIA
634
Alera Investment Advisors
Illinois
$993K -$2.71K -17 -0.3%
MFT
635
Moisand Fitzgerald Tamayo
Florida
$992K +$637 +4 +0.1%
AWM
636
Atticus Wealth Management
Florida
$988K -$200K -1,254 -17%
LPT
637
Legacy Private Trust
Wisconsin
$987K -$24.5K -154 -2%
CB
638
Cadence Bank
Mississippi
$977K -$61.9K -389 -6%
WA
639
Wambolt & Associates
Colorado
$975K +$42K +264 +4%
WI
640
Wintrust Investments
Illinois
$973K +$19.1K +120 +2%
BWM
641
BCS Wealth Management
Tennessee
$972K -$61.6K -387 -6%
IA
642
Insight Advisors
Pennsylvania
$969K – – –
WFPG
643
Waller Financial Planning Group
Ohio
$962K -$15.9K -100 -2%
PCM
644
Parsons Capital Management
Rhode Island
$962K +$23.7K +149 +3%
SFP
645
Strategic Financial Partners
Oregon
$960K +$7.64K +48 +0.8%
WI
646
WrapManager Inc
California
$951K -$39.3K -247 -4%
Sequoia Financial Advisors
647
Sequoia Financial Advisors
Ohio
$951K +$589K +3,701 +162%
GA
648
Greenspring Advisors
Maryland
$950K -$8.6K -54 -0.9%
PCA
649
Prosperity Capital Advisors
Ohio
$948K +$950K +5,970 New
SCA
650
STALEY CAPITAL ADVISERS
Pennsylvania
$940K +$110K +691 +13%