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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
U.S. Capital Wealth Advisors
651
U.S. Capital Wealth Advisors
Texas
$913K +$51.8K +310 +6%
CCG
652
Chatham Capital Group
Georgia
$911K – – –
Cullen/Frost Bankers
653
Cullen/Frost Bankers
Texas
$910K -$77.7K -465 -8%
IGGA
654
Iron Gate Global Advisors
Utah
$905K – – –
Montag & Associates
655
Montag & Associates
Georgia
$904K -$142K -848 -13%
Financial Engines Advisors
656
Financial Engines Advisors
California
$893K -$63.5K -380 -6%
MFT
657
Moisand Fitzgerald Tamayo
Florida
$891K +$1.84K +11 +0.2%
TPWA
658
TRUE Private Wealth Advisors
Oregon
$891K +$933K +5,583 New
TFGT
659
TS Financial Group (TSFG)
Illinois
$888K +$1.17K +7 +0.1%
FDDB
660
Fidelity D&D Bancorp
Pennsylvania
$888K +$930K +5,565 New
MWM
661
Meritas Wealth Management
California
$887K -$4.35K -26 -0.5%
IEQ Capital
662
IEQ Capital
California
$885K -$5.35K -32 -0.6%
SIA
663
Schechter Investment Advisors
Michigan
$882K -$12.4K -74 -1%
SW
664
SVB Wealth
Massachusetts
$859K -$192K -1,149 -18%
FNBOMD
665
First National Bank of Mount Dora
Florida
$859K – – –
IFWM
666
Institute for Wealth Management
Colorado
$849K – – –
KCM
667
Kathmere Capital Management
Pennsylvania
$847K +$37.1K +222 +4%
SageView Advisory Group
668
SageView Advisory Group
California
$842K -$155K -930 -15%
CPRC
669
Consolidated Portfolio Review Corp
New York
$838K -$125K -745 -12%
SWM
670
Silverlake Wealth Management
Vermont
$831K +$39.5K +236 +5%
RRA
671
Round Rock Advisors
Connecticut
$828K – – –
PAIM
672
Punch & Associates Investment Management
Minnesota
$827K +$72.4K +433 +9%
GGS
673
Galvin Gaustad & Stein
Arizona
$827K – – –
AIA
674
Ally Invest Advisors
North Carolina
$823K +$272K +1,629 +46%
WIC
675
Woodmont Investment Counsel
Tennessee
$819K -$31.8K -190 -4%