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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
701
Dynamic Financial Group
Iowa
$1.19M +$1.24M +6,021 New
RFG
702
RFP Financial Group
Georgia
$1.19M +$672K +3,272 +119%
DWS
703
Discipline Wealth Solutions
South Carolina
$1.19M -$135K -657 -10%
SIA
704
Schechter Investment Advisors
Michigan
$1.19M -$3.29K -16 -0.3%
NPFS
705
Novak & Powell Financial Services
Florida
$1.18M +$679K +3,309 +125%
CPA
706
Clear Point Advisors
New York
$1.17M +$2.05K +10 +0.2%
Valmark Advisers
707
Valmark Advisers
Ohio
$1.17M -$1.07M -5,205 -47%
SFP
708
Strategic Financial Partners
Oregon
$1.16M +$7.18K +35 +0.6%
LC
709
Lindbrook Capital
California
$1.16M – – –
WA
710
Wealth Alliance
New York
$1.16M +$38.4K +187 +3%
ATWA
711
Arbor Trust Wealth Advisors
Michigan
$1.16M -$40K -195 -3%
SWM
712
Schwallier Wealth Management
Michigan
$1.16M -$61.2K -298 -5%
IA
713
Insight Advisors
Pennsylvania
$1.16M -$1.03K -5 -0.1%
Wedbush Securities
714
Wedbush Securities
California
$1.16M +$192K +936 +19%
Quadrant Capital Group
715
Quadrant Capital Group
Ohio
$1.14M – – –
MWG
716
Martin Worley Group
Utah
$1.14M +$1.18M +5,749 New
D
717
Dentgroup
Louisiana
$1.14M -$616 -3 -0.1%
MF
718
Meridian Financial
Massachusetts
$1.14M +$9.24K +45 +0.8%
MGWA
719
Monument Group Wealth Advisors
Massachusetts
$1.13M -$94.6K -461 -7%
Kayne Anderson Rudnick Investment Management
720
Kayne Anderson Rudnick Investment Management
California
$1.13M +$1.04M +5,058 +775%
LWM
721
LongView Wealth Management
Georgia
$1.12M -$51.3K -250 -4%
SageView Advisory Group
722
SageView Advisory Group
California
$1.12M +$263K +1,280 +29%
BI
723
Berkeley Inc
Idaho
$1.11M -$1.17M -5,717 -50%
CCG
724
Chatham Capital Group
Georgia
$1.11M -$24.6K -120 -2%
KWMG
725
King Wealth Management Group
Florida
$1.11M +$75.5K +368 +7%