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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
IFG Advisors
Missouri
$388K
TFS
677
Thoroughbred Financial Services
Tennessee
$384K -$6.3K -40 -2%
CW
678
CreativeOne Wealth
Kansas
$382K -$201K -1,274 -36%
RFC
679
Regions Financial Corp
Alabama
$379K -$62.7K -398 -15%
CWS
680
Cypress Wealth Services
California
$374K +$4.72K +30 +1%
APP
681
Avantax Planning Partners
Iowa
$372K
ACI
682
Alpha Cubed Investments
California
$370K
SRC
683
Shufro Rose & Co
New York
$368K +$350K +2,220 New
GIA
684
Gladstone Institutional Advisory
Florida
$363K -$2.99K -19 -0.9%
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$361K +$92.5K +587 +37%
CFN
686
Cordasco Financial Network
Florida
$361K +$171K +1,085 +99%
IA
687
IFG Advisory
Georgia
$360K -$102K -645 -23%
AF
688
Advisornet Financial
Minnesota
$357K +$1.42K +9 +0.4%
WFA
689
West Financial Advisors
Iowa
$356K +$1.57K +10 +0.5%
BFPW
690
BOK Financial Private Wealth
Colorado
$353K -$84.6K -537 -20%
SWA
691
Sax Wealth Advisors
New Jersey
$352K -$98.4K -625 -23%
CWA
692
Canvas Wealth Advisors
Kansas
$350K +$327K +2,078 New
EWMCB
693
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$348K
OWP
694
Obermeyer Wealth Partners
Colorado
$348K
TWM
695
TriaGen Wealth Management
California
$348K +$45.8K +291 +16%
QCG
696
Quadrant Capital Group
Ohio
$347K -$13.4K -85 -4%
CIAS
697
Capital Investment Advisory Services
North Carolina
$346K -$44.9K -285 -12%
NP
698
NorthRock Partners
Minnesota
$345K -$11K -70 -3%
LSPW
699
Lake Street Private Wealth
Illinois
$344K
Deutsche Bank
700
Deutsche Bank
Germany
$344K +$29.8K +189 +10%