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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
926
Seelaus Asset Management
New Jersey
$226K +$820 +5 +0.3%
AA
927
Argent Advisors
Louisiana
$225K -$66.1K -403 -21%
SAM
928
Summit Asset Management
Tennessee
$225K
GI
929
Gradient Investments
Minnesota
$224K -$62.6K -382 -20%
SFG
930
StrategIQ Financial Group
Indiana
$224K
SCM
931
Shelton Capital Management
Colorado
$223K
PG
932
Proffitt & Goodson
Tennessee
$222K
FMWA
933
Forvis Mazars Wealth Advisors
Missouri
$220K +$241K +1,467 New
FWM
934
Fairhaven Wealth Management
Illinois
$219K +$1.15K +7 +0.5%
KWS
935
Keystone Wealth Services
California
$218K -$87.7K -535 -27%
HCA
936
Harbour Capital Advisors
Virginia
$217K -$6.56K -40 -3%
EK
937
Evensky & Katz
Florida
$217K
T
938
TNF
Montana
$216K
RF
939
RHS Financial
California
$216K +$236K +1,439 New
HSA
940
HBK Sorce Advisory
Pennsylvania
$214K -$318K -1,942 -58%
WIM
941
Warwick Investment Management
Texas
$212K
CAG
942
Crestwood Advisors Group
Massachusetts
$212K +$27.9K +170 +14%
FT
943
Fiduciary Trust
Massachusetts
$212K +$30.3K +185 +15%
FHC
944
First Heartland Consultants
Missouri
$210K -$4.59K -28 -2%
CB
945
Community Bank
New York
$210K
HJMC
946
Hellman Jordan Management Company
Massachusetts
$210K
TWM
947
Thrive Wealth Management
Pennsylvania
$207K -$7.87K -48 -3%
JAG
948
Journey Advisory Group
Kentucky
$206K +$205K +1,250 New
HSBC Holdings
949
HSBC Holdings
United Kingdom
$206K +$226K +1,376 New
VBWMG
950
Von Berge Wealth Management Group
California
$205K -$164 -1 -0.1%