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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSCA
676
South Shore Capital Advisors
Massachusetts
$389K +$2.05K +13 +0.6%
IA
677
IFG Advisors
Missouri
$388K – – –
TFS
678
Thoroughbred Financial Services
Tennessee
$384K -$6.3K -40 -2%
CreativeOne Wealth
679
CreativeOne Wealth
Kansas
$382K -$201K -1,274 -36%
Regions Financial Corp
680
Regions Financial Corp
Alabama
$379K -$62.7K -398 -15%
CWS
681
Cypress Wealth Services
California
$374K +$4.72K +30 +1%
Avantax Planning Partners
682
Avantax Planning Partners
Iowa
$372K – – –
Alpha Cubed Investments
683
Alpha Cubed Investments
California
$370K – – –
SRC
684
Shufro Rose & Co
New York
$368K +$350K +2,220 New
GIA
685
Gladstone Institutional Advisory
Florida
$363K -$2.99K -19 -0.9%
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$361K +$92.5K +587 +37%
CFN
687
Cordasco Financial Network
Florida
$361K +$171K +1,085 +99%
IFG Advisory
688
IFG Advisory
Georgia
$360K -$102K -645 -23%
AF
689
Advisornet Financial
Minnesota
$357K +$1.42K +9 +0.4%
WFA
690
West Financial Advisors
Iowa
$356K +$1.57K +10 +0.5%
BFPW
691
BOK Financial Private Wealth
Colorado
$353K -$84.6K -537 -20%
Sax Wealth Advisors
692
Sax Wealth Advisors
New Jersey
$352K -$98.4K -625 -23%
CWA
693
Canvas Wealth Advisors
Kansas
$350K +$327K +2,078 New
EWMCB
694
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$348K – – –
Obermeyer Wealth Partners
695
Obermeyer Wealth Partners
Colorado
$348K – – –
TWM
696
TriaGen Wealth Management
California
$348K +$45.8K +291 +16%
Quadrant Capital Group
697
Quadrant Capital Group
Ohio
$347K -$13.4K -85 -4%
CIAS
698
Capital Investment Advisory Services
North Carolina
$346K -$44.9K -285 -12%
NorthRock Partners
699
NorthRock Partners
Minnesota
$345K -$11K -70 -3%
LSPW
700
Lake Street Private Wealth
Illinois
$344K – – –