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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
1051
Sargent Bickham Lagudis
Colorado
$27K
CT
1052
Cambridge Trust
Massachusetts
$25K -$115K -700 -81%
IWP
1053
IAG Wealth Partners
Wisconsin
$25K
HWA
1054
Heritage Wealth Advisors
Virginia
$25K +$27.2K +166 New
CAM
1055
Costello Asset Management
Pennsylvania
$24K
HIA
1056
Harbor Investment Advisory
Maryland
$24K +$1.64K +10 +7%
JWBC
1057
John W. Brooker & Co
California
$23K
WWM
1058
Wolff Wiese Magana
California
$23K
TWC
1059
TD Waterhouse Canada
Ontario, Canada
$22.5K
WB
1060
Webster Bank
Connecticut
$22K
GWMI
1061
Guardian Wealth Management (Illinois)
Illinois
$22K +$164 +1 +0.7%
GEA
1062
Glen Eagle Advisors
New Jersey
$21.7K
HWA
1063
HHM Wealth Advisors
Tennessee
$21K
MFA
1064
Morling Financial Advisors
California
$20K
TVWM
1065
Tower View Wealth Management
Wisconsin
$20K +$164 +1 +0.7%
BCMLT
1066
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K
BWL
1067
Bogart Wealth LLC
Virginia
$19K +$21.2K +129 New
OPW
1068
Oxler Private Wealth
New York
$18.9K +$20.5K +125 New
Bank of Montreal
1069
Bank of Montreal
Ontario, Canada
$18.3K +$5.33M +32,520 +38%
AWM
1070
Accel Wealth Management
Iowa
$18K
CDIA
1071
Capital Directions Investment Advisors
Georgia
$16K
HWM
1072
HighMark Wealth Management
Minnesota
$15K +$1.8K +11 +12%
MG
1073
MilWealth Group
Wisconsin
$15K
AFG
1074
Albion Financial Group
Utah
$14K
M1FG
1075
Mach-1 Financial Group
Arkansas
$14K