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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
851
True North Advisors
Texas
$315K +$314K +1,765 New
HWAM
852
Hennion & Walsh Asset Management
New Jersey
$314K +$312K +1,753 New
CGA
853
Crescent Grove Advisors
Illinois
$314K +$312K +1,754 New
1SB
854
1ST Source Bank
Indiana
$312K -$8.89K -50 -3%
MW
855
Milestone Wealth
New York
$312K +$310K +1,742 New
KF
856
Krilogy Financial
Missouri
$309K -$9.07K -51 -3%
RPWA
857
Regent Peak Wealth Advisors
Georgia
$308K -$16.7K -94 -5%
SSWM
858
Sheets Smith Wealth Management
North Carolina
$305K -$68.8K -387 -19%
B
859
Bridgeworth
Alabama
$305K -$17.1K -96 -5%
HAS
860
HBW Advisory Services
California
$305K -$3.2K -18 -1%
HC
861
Hamilton Capital
Ohio
$305K +$356 +2 +0.1%
CCMG
862
Clark Capital Management Group
Pennsylvania
$304K +$76.5K +430 +34%
SFS
863
Summit Financial Strategies
Ohio
$302K -$33.1K -186 -10%
IIC
864
Integrated Investment Consultants
Michigan
$301K -$333K -1,871 -53%
ICG
865
InterOcean Capital Group
Tennessee
$301K +$300K +1,686 New
IA
866
IFG Advisory
Georgia
$300K -$12.8K -72 -4%
Susquehanna International Group
867
Susquehanna International Group
Pennsylvania
$298K -$6.23M -35,052 -95%
OA
868
Operose Advisors
Wisconsin
$297K +$296K +1,663 New
RC
869
Rovin Capital
Arizona
$295K -$2.13K -12 -0.7%
CHA
870
Carmichael Hill & Associates
Maryland
$294K +$27K +152 +10%
SWA
871
Sax Wealth Advisors
New Jersey
$291K -$58K -326 -17%
BIA
872
Bell Investment Advisors
California
$291K +$3.02K +17 +1%
BWA
873
BlueSky Wealth Advisors
North Carolina
$290K +$289K +1,624 New
NAS
874
Nicolet Advisory Services
Wisconsin
$288K -$7.29K -41 -2%
KFGK
875
Keystone Financial Group (Kentucky)
Kentucky
$286K -$20.6K -116 -7%