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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Apollon Financial
South Carolina
$1.32M +$1.2M +7,324 New
Sigma Planning Corp
627
Sigma Planning Corp
Michigan
$1.31M -$1.81M -11,065 -60%
CMBA
628
C.M. Bidwell & Associates
Hawaii
$1.31M -$816 -5 -0.1%
Financial Engines Advisors
629
Financial Engines Advisors
California
$1.31M +$272K +1,665 +30%
Kingsview Wealth Management
630
Kingsview Wealth Management
Oregon
$1.31M -$439K -2,690 -27%
GSWM
631
Greenup Street Wealth Management
Michigan
$1.31M +$247K +1,515 +26%
SWM
632
Schwallier Wealth Management
Michigan
$1.31M +$1.18M +7,257 New
FFP
633
Forbes Financial Planning
Rhode Island
$1.29M +$617K +3,779 +111%
Aptus Capital Advisors
634
Aptus Capital Advisors
Alabama
$1.29M -$269K -1,646 -19%
Great Valley Advisor Group
635
Great Valley Advisor Group
Delaware
$1.29M -$28.7K -176 -2%
Focus Financial Network
636
Focus Financial Network
Minnesota
$1.29M +$70.8K +434 +6%
SWM
637
SeaCrest Wealth Management
New York
$1.29M -$70.2K -430 -6%
CSIA
638
Conrad Siegel Investment Advisors
Pennsylvania
$1.29M +$349K +2,137 +43%
IEQ Capital
639
IEQ Capital
California
$1.28M +$258K +1,581 +29%
MGWA
640
Monument Group Wealth Advisors
Massachusetts
$1.28M +$1.16M +7,118 New
D
641
Dentgroup
Louisiana
$1.27M -$788K -4,830 -41%
Synovus Financial
642
Synovus Financial
Georgia
$1.27M +$51.1K +313 +5%
RTL
643
Red Tortoise LLC
Georgia
$1.27M +$7.18K +44 +0.6%
Huntington National Bank
644
Huntington National Bank
Ohio
$1.26M – – –
AIM
645
Alhambra Investment Management
Florida
$1.26M +$66.6K +408 +6%
AA
646
Aire Advisors
California
$1.26M -$48.2K -295 -4%
GP
647
Girard Partners
Pennsylvania
$1.26M -$51.4K -315 -4%
TC
648
Trust Company
Kansas
$1.25M -$1.8K -11 -0.2%
LSA
649
Lion Street Advisors
Texas
$1.25M +$22K +135 +2%
FHC
650
Forest Hill Capital
Arkansas
$1.24M – – –