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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Triad Financial Advisors
North Carolina
$332K
SFA
802
Sequoia Financial Advisors
Ohio
$328K -$7.31K -46 -2%
OFS
803
Oldfather Financial Services
Nebraska
$325K +$1.75K +11 +0.5%
DAM
804
Derbend Asset Management
Georgia
$325K +$360K +2,264 New
DSA
805
Droms Strauss Advisors
Missouri
$323K -$13.7K -86 -4%
ERIC
806
Eagle Rock Investment Company
Georgia
$323K -$13.3K -84 -4%
AAS
807
Annex Advisory Services
Wisconsin
$321K -$227K -1,431 -39%
Boston Partners
808
Boston Partners
Massachusetts
$321K +$325K +2,047 New
SWM
809
Spire Wealth Management
Virginia
$320K -$885K -5,569 -71%
SAM
810
SignalPoint Asset Management
Missouri
$319K -$1.43K -9 -0.4%
LWAC
811
Laurel Wealth Advisors (California)
California
$319K +$353K +2,223 New
ECM
812
Evergreen Capital Management
Washington
$318K -$1.91K -12 -0.5%
MCM
813
Morton Capital Management
California
$315K +$2.06K +13 +0.6%
BCI
814
Brinker Capital Investments
Pennsylvania
$315K +$62.9K +396 +22%
TFM
815
TFC Financial Management
Massachusetts
$313K -$43.7K -275 -11%
MPM
816
Meritage Portfolio Management
Kansas
$312K -$164K -1,031 -32%
PTC
817
Private Trust Company
Ohio
$312K -$635 -4 -0.2%
KFGK
818
Keystone Financial Group (Kentucky)
Kentucky
$310K +$76.9K +484 +29%
VFA
819
Voya Financial Advisors
Connecticut
$308K +$318 +2 +0.1%
MRWM
820
ML&R Wealth Management
Texas
$308K +$341K +2,146 New
WCA
821
Westover Capital Advisors
Delaware
$307K -$32.4K -204 -9%
VAM
822
Verity Asset Management
North Carolina
$304K +$337K +2,122 New
PWW
823
Pettyjohn Wood & White
Virginia
$304K
QCG
824
Quadrant Capital Group
Ohio
$303K
AIA
825
Arbor Investment Advisors
North Carolina
$303K +$8.74K +55 +3%