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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
676
Wellington Management Group
Massachusetts
$1.29M
LFAS
677
Level Four Advisory Services
Texas
$1.29M +$104K +507 +9%
CPW
678
Cove Private Wealth
New York
$1.29M
FIG
679
FSA Investment Group
Florida
$1.29M +$9.81K +48 +0.8%
CCA
680
Cadent Capital Advisors
Oklahoma
$1.28M +$598K +2,924 +91%
Envestnet Portfolio Solutions
681
Envestnet Portfolio Solutions
Illinois
$1.28M +$585K +2,859 +87%
MF
682
Meridian Financial
Massachusetts
$1.28M -$17.8K -87 -1%
WFS
683
Weitzel Financial Services
Iowa
$1.28M +$31.9K +156 +3%
TSS
684
Two Sigma Securities
New York
$1.27M +$425K +2,079 +52%
ATI
685
ARK & TLK Investments
Oklahoma
$1.26M -$2.25K -11 -0.2%
MWM
686
Maridea Wealth Management
New York
$1.26M +$1.01M +4,937 +441%
PSF
687
Pacific Sun Financial
California
$1.26M -$22.5K -110 -2%
EHAM
688
Eagle Harbor Asset Management
Washington
$1.26M -$129K -631 -9%
PBF
689
Petix & Botte Financial
California
$1.25M -$143K -700 -10%
HCM
690
Hall Capital Management
Rhode Island
$1.24M -$6.13K -30 -0.5%
CIBC World Market
691
CIBC World Market
Ontario, Canada
$1.24M +$15.5K +76 +1%
MWM
692
Mascagni Wealth Management
Mississippi
$1.24M -$152K -745 -11%
TBT
693
Texas Bank & Trust
Texas
$1.23M -$256K -1,251 -17%
BGWM
694
Bridge Generations Wealth Management
Florida
$1.23M -$1.46M -7,141 -55%
IF
695
Integrity Financial
Wyoming
$1.23M +$12.7K +62 +1%
SFP
696
Strategic Financial Partners
Oregon
$1.23M +$2.45K +12 +0.2%
ATWA
697
Arbor Trust Wealth Advisors
Michigan
$1.22M -$6.13K -30 -0.5%
IA
698
Insight Advisors
Pennsylvania
$1.22M -$1.02K -5 -0.1%
CPA
699
Clear Point Advisors
New York
$1.22M +$36K +176 +3%
AA
700
Apriem Advisors
California
$1.2M +$138K +677 +13%