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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
726
Summit Financial Strategies
Ohio
$317K +$32K +187 +11%
CAL
727
Capital Advisors Ltd
Ohio
$313K
MMHP
728
Murphy Middleton Hinkle & Parker
Georgia
$313K
TFCP
729
Twin Focus Capital Partners
Massachusetts
$313K
WWM
730
Windsor Wealth Management
Indiana
$311K +$308K +1,801 New
PIA
731
Pinion Investment Advisors
Kansas
$308K +$29.4K +172 +10%
RPWA
732
Regent Peak Wealth Advisors
Georgia
$307K
C1AG
733
Client 1st Advisory Group
Florida
$306K
B
734
Bridgeworth
Alabama
$305K +$6.16K +36 +2%
PCH
735
PGIM Custom Harvest
New Jersey
$305K +$308K +1,800 New
1SB
736
1ST Source Bank
Indiana
$304K -$9.24K -54 -3%
RC
737
RegentAtlantic Capital
New Jersey
$303K +$16.8K +98 +6%
KF
738
Krilogy Financial
Missouri
$301K +$13.9K +81 +5%
WFA
739
Wells Financial Advisors
Massachusetts
$296K -$171 -1 -0.1%
IA
740
IFG Advisory
Georgia
$296K +$17.8K +104 +6%
HAS
741
HBW Advisory Services
California
$292K -$1.23M -7,179 -81%
KFGK
742
Keystone Financial Group (Kentucky)
Kentucky
$291K +$856 +5 +0.3%
Wealthfront Advisers
743
Wealthfront Advisers
California
$290K +$293K +1,714 New
MFG
744
Merit Financial Group
Georgia
$289K +$16.3K +95 +6%
HC
745
Hamilton Capital
Ohio
$288K +$291K +1,701 New
AFAS
746
Acorn Financial Advisory Services
Virginia
$287K +$171 +1 +0.1%
CAL
747
Capital Analysts LLC
Pennsylvania
$286K +$258K +1,509 +820%
MC
748
Moors & Cabot
Massachusetts
$284K +$35.8K +209 +14%
VWA
749
V Wealth Advisors
Kansas
$281K -$162K -946 -36%
RC
750
Rovin Capital
Arizona
$281K