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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
826
Cascade Wealth Advisors
Washington
$695K – – –
LWMNY
827
Landmark Wealth Management (New York)
New York
$693K +$664K +3,453 New
LW
828
Libra Wealth
California
$684K +$4.04K +21 +0.6%
CA
829
Continuum Advisory
Idaho
$678K +$18.5K +96 +3%
SFPM
830
Sensible Financial Planning & Management
Massachusetts
$678K +$650K +3,379 New
TC
831
Trilogy Capital
California
$669K -$10.2K -53 -2%
Citizens Financial Group
832
Citizens Financial Group
Rhode Island
$668K +$49.8K +259 +8%
PCP
833
Proficio Capital Partners
Massachusetts
$665K -$856K -4,455 -57%
LA
834
Lane & Associates
New Jersey
$661K -$961 -5 -0.2%
BTWM
835
Brass Tax Wealth Management
Ohio
$660K +$23.1K +120 +4%
Evergreen Capital Management
836
Evergreen Capital Management
Washington
$659K – – –
EB
837
Exchange Bank
California
$654K +$45.8K +238 +8%
Busey Bank
838
Busey Bank
Illinois
$653K – – –
WP
839
WMS Partners
Maryland
$643K -$18.1K -94 -3%
HBK Sorce Advisory
840
HBK Sorce Advisory
Pennsylvania
$639K +$135K +701 +28%
NorthRock Partners
841
NorthRock Partners
Minnesota
$639K -$119K -619 -16%
FHA
842
Flagship Harbor Advisors
Massachusetts
$639K +$16K +83 +3%
Western Wealth Management
843
Western Wealth Management
Colorado
$636K -$13.8K -72 -2%
BMCM
844
Bryn Mawr Capital Management
Pennsylvania
$636K -$30K -156 -5%
FFA
845
Fortune Financial Advisors
Kansas
$635K -$2.12K -11 -0.3%
SFPG
846
Stonebridge Financial Planning Group
Florida
$633K -$10.2K -53 -2%
GC
847
Gibson Capital
Pennsylvania
$633K +$37.7K +196 +7%
BFC
848
Bedel Financial Consulting
Indiana
$631K +$2.5K +13 +0.4%
HUB Investment Partners
849
HUB Investment Partners
Texas
$631K +$57.9K +301 +11%
TCI Wealth Advisors
850
TCI Wealth Advisors
Arizona
$628K -$34.2K -178 -5%