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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
726
Bruce G. Allen Investments
Colorado
$1.25M +$110K +526 +10%
Empower Advisory Group
727
Empower Advisory Group
Colorado
$1.24M -$170K -812 -12%
TWP
728
Total Wealth Planning
Ohio
$1.24M -$21.5M -102,813 -95%
IA
729
Insight Advisors
Pennsylvania
$1.23M -$3.77K -18 -0.3%
IP
730
Indivisible Partners
Florida
$1.23M +$1.21M +5,799 New
TPWA
731
TRUE Private Wealth Advisors
Oregon
$1.23M -$110K -525 -8%
SFP
732
Strategic Financial Partners
Oregon
$1.22M -$19.7K -94 -2%
CG
733
Caprock Group
Idaho
$1.22M -$101K -482 -8%
ATI
734
ARK & TLK Investments
Oklahoma
$1.22M -$63.2K -302 -5%
AA
735
Apriem Advisors
California
$1.22M -$419 -2 -0%
WMG
736
WESCAP Management Group
California
$1.21M
HCA
737
Harpswell Capital Advisors
Maine
$1.21M +$136K +650 +13%
UAG
738
United Advisor Group
Ohio
$1.2M +$1.05K +5 +0.1%
MWM
739
Mascagni Wealth Management
Mississippi
$1.19M -$59.9K -286 -5%
SWM
740
Sherman Wealth Management
Maryland
$1.19M +$1.17M +5,597 New
CCG
741
Chatham Capital Group
Georgia
$1.18M -$8.38K -40 -0.7%
CBA
742
Coastal Bridge Advisors
Connecticut
$1.18M +$142K +680 +14%
SLT
743
St Louis Trust
Missouri
$1.18M
CPA
744
Clear Point Advisors
New York
$1.18M -$55.5K -265 -5%
SWM
745
Silverlake Wealth Management
Vermont
$1.18M +$13.4K +64 +1%
IWA
746
Independent Wealth Advisors
North Carolina
$1.18M +$1.16M +5,549 New
CFGSD
747
Compass Financial Group (South Dakota)
South Dakota
$1.17M +$12.1K +58 +1%
MAFA
748
MJT & Associates Financial Advisory
Minnesota
$1.17M
CSF
749
Capital Squared Financial
Maryland
$1.17M +$219K +1,047 +23%
CAC
750
Certified Advisory Corp
Florida
$1.17M +$7.75K +37 +0.7%