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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
926
Cutler Group
California
$17K -$126K -800 -88%
DOA
927
D'Orazio & Associates
Virginia
$17K -$3.78K -24 -19%
1IA
928
1834 Investment Advisors
Wisconsin
$17K – – –
TF
929
Tompkins Financial
New York
$17K +$6.77K +43 +69%
LGWM
930
Litman Gregory Wealth Management
California
$16K – – –
LS
931
Leelyn Smith
Illinois
$15K -$1.73K -11 -11%
FHC
932
First Horizon Corporation
Tennessee
$15K – – –
CAL
933
Capital Analysts LLC
Pennsylvania
$15K +$13.5K +86 +1,720%
CL
934
COWA LLC
Oklahoma
$14K -$158 -1 -1%
ACA
935
Aptus Capital Advisors
Alabama
$12K – – –
BA
936
Bellwether Advisors
Nebraska
$12K – – –
EIP
937
Ellis Investment Partners
Pennsylvania
$12K – – –
MWP
938
Meridian Wealth Partners
Pennsylvania
$12K +$11.2K +71 New
SBL
939
Sargent Bickham Lagudis
Colorado
$11K +$473 +3 +5%
GWSG
940
GPS Wealth Strategies Group
Colorado
$11K +$10.7K +68 New
LWA
941
Lenox Wealth Advisors
New York
$11K +$10.7K +68 New
CB
942
CNB Bank
Pennsylvania
$10K – – –
SL
943
Savior LLC
Massachusetts
$10K – – –
PSB
944
Piscataqua Savings Bank
New Hampshire
$10K +$9.29K +59 New
SIS
945
Sound Income Strategies
Florida
$9.27K +$4.41K +28 +100%
FP
946
Fiduciary Planning
Florida
$9K +$158 +1 +2%
AF
947
Affiance Financial
Minnesota
$8K – – –
BFO
948
Biltmore Family Office
North Carolina
$8K – – –
BCM
949
Bourgeon Capital Management
Connecticut
$8K – – –
GG
950
Gleason Group
Kentucky
$8K – – –