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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$842K -$193K -1,168 -18%
CFB
677
Cullen/Frost Bankers
Texas
$840K +$62.6K +378 +8%
CIC
678
Cutler Investment Counsel
Oregon
$825K -$48K -290 -5%
KCM
679
Kathmere Capital Management
Pennsylvania
$816K +$1.16K +7 +0.1%
AWA
680
Arete Wealth Advisors
Illinois
$815K -$440K -2,658 -34%
AT
681
American Trust
Kentucky
$809K +$92.9K +561 +12%
IC
682
IEQ Capital
California
$806K +$331K +2,000 +65%
MC
683
Matisse Capital
Oregon
$801K +$835K +5,046 New
WP
684
WealthSource Partners
California
$791K -$7.78K -47 -0.9%
ST
685
Smithfield Trust
Pennsylvania
$791K -$213K -1,288 -21%
AWA
686
Arkadios Wealth Advisors
Georgia
$790K +$92.9K +561 +13%
OSAM
687
O'Shaughnessy Asset Management
Connecticut
$784K +$153K +926 +23%
LFG
688
Larson Financial Group
Missouri
$783K +$26.2K +158 +3%
SCA
689
STALEY CAPITAL ADVISERS
Pennsylvania
$783K -$163K -982 -17%
CSIA
690
Conrad Siegel Investment Advisors
Pennsylvania
$780K +$52.8K +319 +7%
PWA
691
Physician Wealth Advisors
Utah
$774K +$497 +3 +0.1%
MF
692
Meridian Financial
Massachusetts
$773K -$6.79K -41 -0.8%
AWM
693
Atticus Wealth Management
Florida
$772K -$225K -1,358 -22%
Neuberger Berman Group
694
Neuberger Berman Group
New York
$770K -$150K -906 -16%
AMM
695
American Money Management
California
$766K -$29.1K -176 -4%
CFGSD
696
Compass Financial Group (South Dakota)
South Dakota
$765K +$13.1K +79 +2%
HPM
697
Hoxton Planning & Management
West Virginia
$762K -$101K -610 -11%
QFA
698
Quantum Financial Advisors
California
$762K
PP
699
Pegasus Partners
Wisconsin
$757K
PBF
700
Petix & Botte Financial
California
$756K +$788K +4,763 New