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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
751
CIBC World Market
Ontario, Canada
$936K +$172K +873 +21%
KAM
752
KEB Asset Management
Illinois
$932K -$7.11K -36 -0.7%
PWA
753
Physician Wealth Advisors
Utah
$917K -$94.6K -479 -9%
LWM
754
LongView Wealth Management
Georgia
$909K -$152K -771 -14%
UAG
755
United Advisor Group
Ohio
$907K +$89.1K +451 +10%
BWM
756
BKM Wealth Management
Wisconsin
$897K +$88.5K +448 +10%
BMCM
757
Burns Matteson Capital Management
New York
$895K +$790 +4 +0.1%
DWM
758
Dopkins Wealth Management
New York
$894K +$356K +1,801 +60%
VAG
759
Vannoy Advisory Group
Texas
$893K -$27.5K -139 -3%
HFS
760
Hoge Financial Services
Pennsylvania
$889K +$38.7K +196 +4%
CAL
761
Capital Analysts LLC
Pennsylvania
$882K -$720K -3,646 -44%
SLT
762
St Louis Trust
Missouri
$881K
LFG
763
Larson Financial Group
Missouri
$879K -$31.6K -160 -3%
PIA
764
Perennial Investment Advisors
California
$871K -$139K -706 -13%
GIA
765
Gladstone Institutional Advisory
Florida
$870K +$38.1K +193 +4%
ODIJL
766
One Day In July LLC
Vermont
$867K +$39.7K +201 +5%
FA
767
Fermata Advisors
California
$862K +$7.31K +37 +0.8%
VP
768
Verisail Partners
Georgia
$861K +$12.4K +63 +1%
HA
769
HFG Advisors
Ohio
$859K -$23.1K -117 -2%
IWM
770
Inlight Wealth Management
Georgia
$855K +$907K +4,592 New
KA
771
Kovack Advisors
Florida
$855K +$107K +542 +13%
MWM
772
Mission Wealth Management
California
$854K +$11.5K +58 +1%
AA
773
Aire Advisors
California
$850K -$322K -1,630 -26%
BGA
774
Battery Global Advisors
Massachusetts
$847K
SWM
775
Sagace Wealth Management
Florida
$838K -$23.1K -117 -3%