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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Clearstead Advisors
Ohio
$151K
GLLW
852
Graves Light Lenhart Wealth
Virginia
$136K
PO
853
Private Ocean
California
$135K -$7.88K -46 -5%
KIG
854
Kessler Investment Group
Indiana
$135K +$136K +797 New
APWA
855
Atlas Private Wealth Advisors
New Jersey
$131K -$16.9K -99 -11%
CCP
856
Clarkston Capital Partners
Michigan
$128K +$342 +2 +0.3%
FMB
857
Field & Main Bank
Kentucky
$118K
LWP
858
Laurel Wealth Planning
Minnesota
$118K +$119K +697 New
SCA
859
Stonebridge Capital Advisors
Minnesota
$112K -$119K -698 -51%
PFGIA
860
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$131K -765 -55%
Lazard Asset Management
861
Lazard Asset Management
New York
$103K
ME
862
McIlrath & Eck
Washington
$103K +$6.33K +37 +6%
LB
863
Legacy Bridge
Iowa
$102K -$26K -152 -20%
1IA
864
1834 Investment Advisors
Wisconsin
$102K
EWM
865
Evermay Wealth Management
Virginia
$102K
AIC
866
Archer Investment Corporation
Indiana
$101K
BU
867
BBVA USA
Alabama
$101K
DWP
868
Destiny Wealth Partners
Florida
$100K +$101K +590 New
BW
869
Bison Wealth
Georgia
$95K
RFA
870
Reilly Financial Advisors
California
$89K +$2.74K +16 +3%
IRC
871
Investors Research Corp
Georgia
$87K
BCPWM
872
Bradley & Co Private Wealth Management
Florida
$86K
HPC
873
HM Payson & Co
Maine
$86K +$171 +1 +0.2%
OFG
874
Oxford Financial Group
Indiana
$76K
CFA
875
Carroll Financial Associates
North Carolina
$76K +$1.2K +7 +2%