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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
951
BetterWealth
California
$216K +$215K +1,208 New
CCM
952
Colorado Capital Management
Colorado
$215K – – –
MJRIC
953
Mogy Joel R Investment Counsel
California
$215K – – –
GLA
954
Good Life Advisors
Pennsylvania
$214K -$66.7K -375 -24%
PWP
955
Perfromance Wealth Partners
Illinois
$213K +$212K +1,191 New
S
956
Surevest
California
$212K +$534 +3 +0.3%
PA
957
Pinnacle Associates
New York
$211K -$28.8K -162 -12%
WF
958
WoodTrust Financial
Wisconsin
$211K +$209K +1,177 New
CAG
959
Crestwood Advisors Group
Massachusetts
$211K +$209K +1,178 New
DWP
960
Destiny Wealth Partners
Florida
$209K +$103K +578 +98%
CA
961
Claris Advisors
Missouri
$208K +$206K +1,161 New
KWM
962
Keebeck Wealth Management
Illinois
$208K +$207K +1,163 New
VA
963
Valmark Advisers
Ohio
$207K +$206K +1,157 New
TH
964
TCTC Holdings
Texas
$207K +$206K +1,160 New
ACM
965
Advance Capital Management
Michigan
$205K +$204K +1,145 New
SWRP
966
Summit Wealth & Retirement Planning
California
$205K +$204K +1,145 New
RPG
967
Resource Planning Group
Georgia
$203K -$192K -1,079 -49%
LRPA
968
L. Roy Papp & Associates
Arizona
$201K +$200K +1,126 New
BWM
969
Birchcreek Wealth Management
Ohio
$200K -$45.2K -254 -18%
JAG
970
Journey Advisory Group
Kentucky
$200K +$198K +1,116 New
CFN
971
Cordasco Financial Network
Florida
$197K +$356 +2 +0.2%
Deutsche Bank
972
Deutsche Bank
Germany
$193K – – –
LCM
973
Logan Capital Management
Pennsylvania
$190K – – –
SN
974
Sittner & Nelson
Oregon
$184K +$183K +1,027 New
BlackRock
975
BlackRock
New York
$181K -$5.33K -30 -3%