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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
726
WealthCare Investment Partners
Rhode Island
$1.44M -$151K -647 -10%
CPA
727
Clear Point Advisors
New York
$1.43M +$1.37M +5,892 New
FLPIM
728
F.L. Putnam Investment Management
Massachusetts
$1.43M -$78.2K -336 -5%
CAC
729
Certified Advisory Corp
Florida
$1.42M -$27.4K -118 -2%
MWM
730
Maridea Wealth Management
New York
$1.41M +$62.3K +268 +5%
BIM
731
Baldwin Investment Management
Pennsylvania
$1.39M +$236K +1,013 +22%
PMG
732
ProVise Management Group
Florida
$1.39M -$51.4K -221 -4%
IA
733
Insight Advisors
Pennsylvania
$1.38M -$14.4K -62 -1%
ATI
734
ARK & TLK Investments
Oklahoma
$1.38M -$14.2K -61 -1%
SAW
735
Signal Advisors Wealth
Michigan
$1.38M +$503K +2,164 +62%
EHAM
736
Eagle Harbor Asset Management
Washington
$1.38M -$55.8K -240 -4%
IP
737
Indivisible Partners
Florida
$1.36M -$44.4K -191 -3%
CCG
738
Chatham Capital Group
Georgia
$1.36M
RSWM
739
Robertson Stephens Wealth Management
California
$1.35M -$71.9K -309 -5%
UBS AM
740
UBS AM
Illinois
$1.35M -$1.46M -6,265 -53%
PHS
741
Pekin Hardy Strauss
Illinois
$1.34M -$10.5K -45 -0.8%
GIA
742
Gladstone Institutional Advisory
Florida
$1.33M +$159K +685 +14%
CW
743
Cooksen Wealth
Texas
$1.33M -$128K -551 -9%
LIA
744
Lynx Investment Advisory
District of Columbia
$1.32M +$968K +4,162 +326%
MWM
745
Maimon Wealth Management
Israel
$1.31M +$17.2K +74 +1%
CAM
746
Clark Asset Management
New Hampshire
$1.31M +$379K +1,630 +43%
JSL
747
JT Stratford LLC
Georgia
$1.31M +$34.4K +148 +3%
TCM
748
TruNorth Capital Management
Michigan
$1.31M
PSF
749
Pacific Sun Financial
California
$1.31M -$144K -620 -10%
HNWAG
750
High Net Worth Advisory Group
Florida
$1.3M +$3.02K +13 +0.2%