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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
976
Wipfli Financial Advisors
Wisconsin
$79K +$87.7K +552 New
RWA
977
RGT Wealth Advisors
Texas
$75K -$17.8K -112 -18%
IRC
978
Investors Research Corp
Georgia
$74K – – –
FFA
979
Founders Financial Alliance
North Carolina
$73K -$123K -775 -60%
BCPWM
980
Bradley & Co Private Wealth Management
Florida
$72K – – –
IF
981
Integrity Financial
Wyoming
$72K +$953 +6 +1%
OFG
982
Oxford Financial Group
Indiana
$65K +$71.5K +450 New
BBPWM
983
Blue Bell Private Wealth Management
Pennsylvania
$56K +$14.3K +90 +30%
VNA
984
Valley National Advisers
Pennsylvania
$54K +$159 +1 +0.3%
JFA
985
JNBA Financial Advisors
Minnesota
$53K – – –
TCWA
986
Ten Capital Wealth Advisors
Washington
$52K +$57.2K +360 New
PWM
987
Provident Wealth Management
Tennessee
$51K – – –
MAWCM
988
Mine & Arao Wealth Creation & Management
California
$47K – – –
AWM
989
Abound Wealth Management
Tennessee
$46.9K +$1.59K +10 +3%
HDIM
990
Hanson & Doremus Investment Management
Vermont
$45K – – –
FCB
991
First Command Bank
Texas
$44K – – –
FCFS
992
First Command Financial Services
Texas
$44K – – –
HCM
993
Horrell Capital Management
Arkansas
$44K – – –
Barclays
994
Barclays
United Kingdom
$43K – – –
BWS
995
BCR Wealth Strategies
Alabama
$41K – – –
CWM
996
Castle Wealth Management
Florida
$40K -$11.6K -73 -21%
OCM
997
Orion Capital Management
California
$40K – – –
PCFFS
998
Pacific Center for Financial Services
California
$40K – – –
FMTCOCP
999
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
CAAS
1000
Capital Asset Advisory Services
Michigan
$39K +$953 +6 +2%