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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
651
Robertson Stephens Wealth Management
California
$1.25M -$30K -152 -2%
PBF
652
Petix & Botte Financial
California
$1.24M +$593 +3 +0%
EHAM
653
Eagle Harbor Asset Management
Washington
$1.24M -$102K -515 -7%
RFP
654
Root Financial Partners
California
$1.23M -$198 -1 -0%
DAS
655
Dynamic Advisor Solutions
Arizona
$1.23M +$1.3M +6,593 New
TPWA
656
TRUE Private Wealth Advisors
Oregon
$1.21M -$1.15M -5,824 -47%
AA
657
Alesco Advisors
New York
$1.2M
SEP
658
Southland Equity Partners
Missouri
$1.2M +$1.27M +6,432 New
SA
659
Strategic Advisors
New York
$1.19M +$1.26M +6,403 New
AW
660
Alteri Wealth
California
$1.17M -$81.2K -411 -6%
PWMG
661
Pioneer Wealth Management Group
Texas
$1.17M +$1.24M +6,297 New
BCA
662
Bay Colony Advisors
Massachusetts
$1.17M -$73.5K -372 -6%
FAIM
663
Financial Advocates Investment Management
Washington
$1.16M -$1.46M -7,372 -54%
I
664
INVST
Indiana
$1.16M -$5.05M -25,545 -80%
Lido Advisors
665
Lido Advisors
California
$1.16M -$37.5K -190 -3%
CCM
666
Condor Capital Management
New Jersey
$1.16M -$23.1K -117 -2%
PSF
667
Pacific Sun Financial
California
$1.16M -$32.4K -164 -3%
Wellington Management Group
668
Wellington Management Group
Massachusetts
$1.15M
BTI
669
Blue Trust Inc
Georgia
$1.15M +$10.1K +51 +0.8%
JC
670
Jentner Corp
Ohio
$1.14M -$13.8K -70 -1%
NCTC
671
New Covenant Trust Company
Indiana
$1.14M +$6.52K +33 +0.5%
WA
672
Wealth Alliance
New York
$1.14M +$48.6K +246 +4%
IFWM
673
Institute for Wealth Management
Colorado
$1.14M +$132K +666 +12%
FIG
674
FSA Investment Group
Florida
$1.13M +$121K +614 +11%
PCA
675
Prosperity Capital Advisors
Ohio
$1.13M -$974K -4,931 -45%