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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
926
SYM Financial Corp
Indiana
$31K +$31.2K +180 New
MPCG
927
Matrix Private Capital Group
New York
$30K – – –
CDIA
928
Capital Directions Investment Advisors
Georgia
$30K +$30.2K +174 New
LPWM
929
Lake Point Wealth Management
Texas
$29K +$28.8K +166 New
CAM
930
Costello Asset Management
Pennsylvania
$28K – – –
JWBC
931
John W. Brooker & Co
California
$27K – – –
Optiver Holding
932
Optiver Holding
Netherlands
$27K +$27.4K +158 New
APC
933
Aspire Private Capital
North Carolina
$26K -$20.3K -117 -44%
WB
934
Webster Bank
Connecticut
$26K – – –
DAM
935
Delta Asset Management
Tennessee
$25K – – –
AWM
936
Accel Wealth Management
Iowa
$24K – – –
HWA
937
HHM Wealth Advisors
Tennessee
$24K – – –
AA
938
AlphaMark Advisors
Kentucky
$22K – – –
IWP
939
IAG Wealth Partners
Wisconsin
$22K +$21.7K +125 New
HIA
940
Harbor Investment Advisory
Maryland
$21K – – –
MAM
941
Meeder Asset Management
Ohio
$21K – – –
FHC
942
First Horizon Corporation
Tennessee
$21K +$5.37K +31 +34%
LWA
943
Lenox Wealth Advisors
New York
$21K +$8.84K +51 +75%
GEA
944
Glen Eagle Advisors
New Jersey
$20.7K +$173 +1 +0.8%
CWP
945
Concord Wealth Partners
Virginia
$18K -$6.93K -40 -27%
DOA
946
D'Orazio & Associates
Virginia
$17K – – –
HDIM
947
Hanson & Doremus Investment Management
Vermont
$16K -$1.39K -8 -5%
GA
948
GoalVest Advisory
New York
$16K +$15.6K +90 New
CH
949
Canton Hathaway
Rhode Island
$16K +$15.9K +92 New
LS
950
Leelyn Smith
Illinois
$15K -$520 -3 -3%