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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1026
Investors Research Corp
Georgia
$90K
BCPWM
1027
Bradley & Co Private Wealth Management
Florida
$89K
HWMA
1028
Heritage Wealth Management (Arizona)
Arizona
$79K +$77.7K +447 New
WL
1029
WIT LLC
District of Columbia
$76.2K +$75.3K +433 New
GIA
1030
GHP Investment Advisors
Colorado
$75K +$73.7K +424 New
SSB
1031
Sandy Spring Bank
Maryland
$73K -$15.1K -87 -17%
BW
1032
Bison Wealth
Georgia
$71K
FF
1033
FourThought Financial
Florida
$68K +$64.7K +372 +3,100%
JFA
1034
JNBA Financial Advisors
Minnesota
$65K -$40.9K -235 -39%
PWM
1035
Provident Wealth Management
Tennessee
$63K
VNA
1036
Valley National Advisers
Pennsylvania
$62K
HDIM
1037
Hanson & Doremus Investment Management
Vermont
$59K +$174 +1 +0.3%
MAWCM
1038
Mine & Arao Wealth Creation & Management
California
$57K
FCB
1039
First Command Bank
Texas
$54K -$1.22K -7 -2%
FCFS
1040
First Command Financial Services
Texas
$54K -$1.22K -7 -2%
HCM
1041
Horrell Capital Management
Arkansas
$54K
CPFP
1042
Clear Perspectives Financial Planning
Ohio
$53K -$5.39K -31 -9%
Barclays
1043
Barclays
United Kingdom
$53K
BBPWM
1044
Blue Bell Private Wealth Management
Pennsylvania
$53K +$52.2K +300 New
SCA
1045
Stonebridge Capital Advisors
Minnesota
$52K -$64.2K -369 -56%
CIAS
1046
CFS Investment Advisory Services
New Jersey
$52K +$9.26M +53,268 New
BWS
1047
BCR Wealth Strategies
Alabama
$51K
OCM
1048
Orion Capital Management
California
$49K
PCFFS
1049
Pacific Center for Financial Services
California
$49K
NFSG
1050
Newbridge Financial Services Group
Florida
$49K +$27.8K +160 +133%