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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
951
TNF
Montana
$234K – – –
GFS
952
GYL Financial Synergies
Connecticut
$234K +$231K +1,331 New
CA
953
Claro Advisors
Massachusetts
$233K – – –
FPCP
954
Fort Point Capital Partners
California
$227K -$120K -691 -35%
R.M. Davis Inc
955
R.M. Davis Inc
Maine
$227K – – –
DCM
956
DGS Capital Management
New Jersey
$227K +$224K +1,290 New
SFS
957
Strategic Financial Services
New York
$227K +$224K +1,290 New
SPWM
958
Schrum Private Wealth Management
Florida
$223K – – –
WA
959
Wealth Advisors
California
$223K – – –
Robertson Stephens Wealth Management
960
Robertson Stephens Wealth Management
California
$222K -$255K -1,465 -54%
Cannell & Spears
961
Cannell & Spears
New York
$222K – – –
DCM
962
Dimension Capital Management
Florida
$222K – – –
MLFP
963
MPS Loria Financial Planners
Illinois
$221K +$5.04K +29 +2%
HBW
964
Hazlett, Burt & Watson
West Virginia
$221K +$219K +1,258 New
LCM
965
Liberty Capital Management
Michigan
$219K – – –
Crestwood Advisors Group
966
Crestwood Advisors Group
Massachusetts
$219K +$11.1K +64 +5%
Fiduciary Trust
967
Fiduciary Trust
Massachusetts
$216K -$20.9K -120 -9%
Hancock Whitney
968
Hancock Whitney
Mississippi
$216K – – –
Perfromance Wealth Partners
969
Perfromance Wealth Partners
Illinois
$215K +$5.04K +29 +2%
PB
970
Pinnacle Bancorp
Nebraska
$215K +$37.7K +217 +22%
SCA
971
Sage Capital Advisors
South Dakota
$214K +$217K +1,246 New
KPW
972
Kore Private Wealth
New York
$213K -$116K -670 -36%
KFI
973
Key Financial Inc
Pennsylvania
$213K – – –
B
974
BetterWealth
California
$213K +$695 +4 +0.3%
Sax Wealth Advisors
975
Sax Wealth Advisors
New Jersey
$211K -$74.8K -430 -26%