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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
751
Loomis, Sayles & Company
Massachusetts
$1.21M +$1.24M +5,557 New
GW
752
Graetz Wealth
Michigan
$1.21M -$297K -1,330 -19%
IWA
753
Independent Wealth Advisors
North Carolina
$1.21M
PHS
754
Pekin Hardy Strauss
Illinois
$1.21M +$118K +528 +11%
MWM
755
Maridea Wealth Management
New York
$1.2M -$139K -621 -10%
CFGSD
756
Compass Financial Group (South Dakota)
South Dakota
$1.2M -$6.04K -27 -0.5%
TDWM
757
Topel & Distasi Wealth Management
California
$1.2M
EW
758
Evoke Wealth
California
$1.19M +$89.9K +402 +8%
GIA
759
GHP Investment Advisors
Colorado
$1.19M -$4.7K -21 -0.4%
MCM
760
MidAtlantic Capital Management
Virginia
$1.19M
TCM
761
TruNorth Capital Management
Michigan
$1.17M
PBF
762
Petix & Botte Financial
California
$1.17M -$631K -2,821 -51%
CCM
763
Cambridge Capital Management
Illinois
$1.17M +$1.34K +6 +0.1%
MAFA
764
MJT & Associates Financial Advisory
Minnesota
$1.16M -$43.1K -193 -3%
HNWAG
765
High Net Worth Advisory Group
Florida
$1.16M +$48.3K +216 +4%
IGGA
766
Iron Gate Global Advisors
Utah
$1.15M
MWM
767
Meritas Wealth Management
California
$1.15M
SFG
768
Strategic Financial Group
Michigan
$1.14M +$1.17M +5,256 New
RFA
769
Resurgent Financial Advisors
Georgia
$1.14M -$11.6K -52 -1%
JSL
770
JT Stratford LLC
Georgia
$1.14M -$368K -1,645 -24%
RPGNY
771
Retirement Planning Group (New York)
New York
$1.14M +$265K +1,187 +29%
MWM
772
Maimon Wealth Management
Israel
$1.13M
CG
773
Caprock Group
Idaho
$1.13M -$125K -557 -10%
SFP
774
Strategic Financial Partners
Oregon
$1.13M -$129K -576 -10%
FNBOMD
775
First National Bank of Mount Dora
Florida
$1.13M