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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
651
Topel & Distasi Wealth Management
California
$938K – – –
IWA
652
Intercontinental Wealth Advisors
Texas
$936K – – –
RRA
653
Round Rock Advisors
Connecticut
$933K -$11.5K -72 -1%
TFGT
654
TS Financial Group (TSFG)
Illinois
$930K +$11K +69 +1%
Ballentine Partners
655
Ballentine Partners
Massachusetts
$929K – – –
AA
656
AlphaQ Advisors
Florida
$922K +$924K +5,804 New
CWM
657
Collaborative Wealth Management
Florida
$920K -$91.7K -576 -9%
SCG
658
Sonata Capital Group
Washington
$917K +$796 +5 +0.1%
SIA
659
Schechter Investment Advisors
Michigan
$914K +$63.8K +401 +7%
Neuberger Berman Group
660
Neuberger Berman Group
New York
$914K +$139K +875 +18%
CCG
661
Chatham Capital Group
Georgia
$908K -$3.98K -25 -0.4%
Jefferies Financial Group
662
Jefferies Financial Group
New York
$907K +$910K +5,714 New
ATWA
663
Arbor Trust Wealth Advisors
Michigan
$905K +$57.3K +360 +7%
WIC
664
Woodmont Investment Counsel
Tennessee
$899K +$86.1K +541 +11%
IGGA
665
Iron Gate Global Advisors
Utah
$898K – – –
WFS
666
Weitzel Financial Services
Iowa
$897K +$76.4K +480 +9%
MWM
667
Meritas Wealth Management
California
$893K +$895K +5,623 New
TFS
668
Thoroughbred Financial Services
Tennessee
$881K +$123K +773 +16%
MFG
669
MidWestOne Financial Group
Iowa
$878K +$291K +1,829 +49%
ACM
670
Armbruster Capital Management
New York
$875K -$1.08M -6,812 -55%
CIC
671
Cutler Investment Counsel
Oregon
$872K – – –
VCA
672
Verdence Capital Advisors
Maryland
$864K +$478K +3,003 +123%
GGS
673
Galvin Gaustad & Stein
Arizona
$860K +$11.8K +74 +1%
HPM
674
Hoxton Planning & Management
West Virginia
$859K +$861K +5,411 New
Oppenheimer & Co
675
Oppenheimer & Co
New York
$858K +$478 +3 +0.1%