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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
751
Strategic Financial Concepts
Texas
$1.04M +$79.9K +389 +8%
BIM
752
Baldwin Investment Management
Pennsylvania
$1.03M -$226K -1,100 -17%
ACP
753
Aveo Capital Partners
Colorado
$1.03M +$27.9K +136 +3%
IGGA
754
Iron Gate Global Advisors
Utah
$1.03M – – –
BWM
755
BCS Wealth Management
Tennessee
$1.03M +$1.07M +5,197 New
FNBOMD
756
First National Bank of Mount Dora
Florida
$1.03M – – –
CFS
757
Coordinated Financial Services
Colorado
$1.02M +$1.06M +5,162 New
FGWP
758
Founders Grove Wealth Partners
Virginia
$1.02M +$1.06M +5,155 New
HP
759
Holistic Planning
Texas
$1.02M +$14.4K +70 +1%
FDDB
760
Fidelity D&D Bancorp
Pennsylvania
$1.01M +$24.8K +121 +2%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$1.01M +$237K +1,153 +29%
WFS
762
Weitzel Financial Services
Iowa
$1.01M +$60.6K +295 +6%
KAM
763
KEB Asset Management
Illinois
$998K -$59.9K -292 -5%
HNWAG
764
High Net Worth Advisory Group
Florida
$998K +$104K +509 +11%
RFA
765
Resurgent Financial Advisors
Georgia
$987K +$44.3K +216 +5%
Montag & Associates
766
Montag & Associates
Georgia
$984K +$616 +3 +0.1%
AGWCA
767
Annis Gardner Whiting Capital Advisors
Florida
$979K +$395K +1,926 +64%
WFPG
768
Waller Financial Planning Group
Ohio
$978K +$1.23K +6 +0.1%
IP
769
Intellectus Partners
California
$978K -$11.3K -55 -1%
VAG
770
Vannoy Advisory Group
Texas
$977K -$2.26K -11 -0.2%
TC
771
Trust Company
Kansas
$977K -$90.9K -443 -8%
CT
772
Caldwell Trust
Florida
$967K +$27.1K +132 +3%
Larson Financial Group
773
Larson Financial Group
Missouri
$967K -$39.2K -191 -4%
BMCM
774
Burns Matteson Capital Management
New York
$951K -$411 -2 -0%
FA
775
Flagstar Advisors
New York
$948K +$12.9K +63 +1%