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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
701
RFP Financial Group
Georgia
$1.19M +$672K +3,272 +119%
DWS
702
Discipline Wealth Solutions
South Carolina
$1.19M -$135K -657 -10%
SIA
703
Schechter Investment Advisors
Michigan
$1.19M -$3.29K -16 -0.3%
NPFS
704
Novak & Powell Financial Services
Florida
$1.18M +$679K +3,309 +125%
CPA
705
Clear Point Advisors
New York
$1.17M +$2.05K +10 +0.2%
VA
706
Valmark Advisers
Ohio
$1.17M -$1.07M -5,205 -47%
SFP
707
Strategic Financial Partners
Oregon
$1.16M +$7.18K +35 +0.6%
LC
708
Lindbrook Capital
California
$1.16M
WA
709
Wealth Alliance
New York
$1.16M +$38.4K +187 +3%
ATWA
710
Arbor Trust Wealth Advisors
Michigan
$1.16M -$40K -195 -3%
SWM
711
Schwallier Wealth Management
Michigan
$1.16M -$61.2K -298 -5%
IA
712
Insight Advisors
Pennsylvania
$1.16M -$1.03K -5 -0.1%
WS
713
Wedbush Securities
California
$1.16M +$192K +936 +19%
QCG
714
Quadrant Capital Group
Ohio
$1.14M
MWG
715
Martin Worley Group
Utah
$1.14M +$1.18M +5,749 New
D
716
Dentgroup
Louisiana
$1.14M -$616 -3 -0.1%
MF
717
Meridian Financial
Massachusetts
$1.14M +$9.24K +45 +0.8%
MGWA
718
Monument Group Wealth Advisors
Massachusetts
$1.13M -$94.6K -461 -7%
Kayne Anderson Rudnick Investment Management
719
Kayne Anderson Rudnick Investment Management
California
$1.13M +$1.04M +5,058 +775%
LWM
720
LongView Wealth Management
Georgia
$1.12M -$51.3K -250 -4%
SAG
721
SageView Advisory Group
California
$1.12M +$263K +1,280 +29%
BI
722
Berkeley Inc
Idaho
$1.11M -$1.17M -5,717 -50%
CCG
723
Chatham Capital Group
Georgia
$1.11M -$24.6K -120 -2%
KWMG
724
King Wealth Management Group
Florida
$1.11M +$75.5K +368 +7%
PB
725
Prime Buchholz
New Hampshire
$1.1M +$1.14M +5,548 New