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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Colorado Capital Management
Colorado
$203K -$70.6K -448 -27%
MLFP
827
MPS Loria Financial Planners
Illinois
$203K -$6.77K -43 -3%
KWM
828
Keebeck Wealth Management
Illinois
$203K +$193K +1,223 New
JWM
829
Jeppson Wealth Management
California
$202K +$193K +1,223 New
PFBT
830
Parkside Financial Bank & Trust
Missouri
$201K
GGS
831
Galvin Gaustad & Stein
Arizona
$200K +$191K +1,210 New
CAC
832
Certified Advisory Corp
Florida
$194K +$185K +1,173 New
AIM
833
Acropolis Investment Management
Missouri
$184K +$175K +1,111 New
VFA
834
Valeo Financial Advisors
Indiana
$180K +$60.2K +382 +54%
LCM
835
Logan Capital Management
Pennsylvania
$176K +$167K +1,063 New
BWM
836
BerganKDV Wealth Management
Minnesota
$166K
JGIA
837
Jackson Grant Investment Advisers
Connecticut
$166K +$630 +4 +0.4%
RE
838
RBC Europe
United Kingdom
$166K
HI
839
Hudock Inc
Pennsylvania
$157K -$83.6K -531 -36%
PB
840
Pinnacle Bancorp
Nebraska
$156K
APWA
841
Atlas Private Wealth Advisors
New Jersey
$154K +$12.6K +80 +9%
BFG
842
Baron Financial Group
New Jersey
$152K
FPB
843
First PREMIER Bank
South Dakota
$151K
TCM
844
TD Capital Management
Tennessee
$149K
CA
845
Clearstead Advisors
Ohio
$148K +$127K +809 +963%
PO
846
Private Ocean
California
$140K
GLLW
847
Graves Light Lenhart Wealth
Virginia
$133K +$106K +676 +541%
OSAM
848
O'Shaughnessy Asset Management
Connecticut
$133K +$127K +805 New
BlackRock
849
BlackRock
New York
$126K +$7.09K +45 +6%
LB
850
Legacy Bridge
Iowa
$125K