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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
851
Progressive Investment Management
Oregon
$152K +$154K +897 New
CA
852
Clearstead Advisors
Ohio
$151K – – –
GLLW
853
Graves Light Lenhart Wealth
Virginia
$136K – – –
PO
854
Private Ocean
California
$135K -$7.88K -46 -5%
KIG
855
Kessler Investment Group
Indiana
$135K +$136K +797 New
APWA
856
Atlas Private Wealth Advisors
New Jersey
$131K -$16.9K -99 -11%
CCP
857
Clarkston Capital Partners
Michigan
$128K +$342 +2 +0.3%
FMB
858
Field & Main Bank
Kentucky
$118K – – –
LWP
859
Laurel Wealth Planning
Minnesota
$118K +$119K +697 New
SCA
860
Stonebridge Capital Advisors
Minnesota
$112K -$6.85K -40 -6%
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$131K -765 -55%
Lazard Asset Management
862
Lazard Asset Management
New York
$103K – – –
ME
863
McIlrath & Eck
Washington
$103K +$6.33K +37 +6%
LB
864
Legacy Bridge
Iowa
$102K -$26K -152 -20%
1IA
865
1834 Investment Advisors
Wisconsin
$102K – – –
EWM
866
Evermay Wealth Management
Virginia
$102K – – –
AIC
867
Archer Investment Corporation
Indiana
$101K – – –
BU
868
BBVA USA
Alabama
$101K – – –
DWP
869
Destiny Wealth Partners
Florida
$100K +$101K +590 New
BW
870
Bison Wealth
Georgia
$95K – – –
RFA
871
Reilly Financial Advisors
California
$89K +$2.74K +16 +3%
IRC
872
Investors Research Corp
Georgia
$87K – – –
BCPWM
873
Bradley & Co Private Wealth Management
Florida
$86K – – –
HPC
874
HM Payson & Co
Maine
$86K +$171 +1 +0.2%
OFG
875
Oxford Financial Group
Indiana
$76K – – –