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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Calton & Associates
Florida
$205K +$205K +1,288 New
MLFP
1052
MPS Loria Financial Planners
Illinois
$204K +$204K +1,282 New
RI
1053
Ridgewood Investments
New Jersey
$202K +$203K +1,273 New
WA
1054
Wealth Advisors
California
$202K +$202K +1,270 New
RBC
1055
Romano Brothers & Co
Illinois
$200K +$201K +1,262 New
FW
1056
FirstPurpose Wealth
Utah
$200K +$201K +1,260 New
SCA
1057
Sage Capital Advisors
South Dakota
$200K +$201K +1,260 New
Franklin Resources
1058
Franklin Resources
California
$200K -$11.6K -73 -5%
GI
1059
Gradient Investments
Minnesota
$187K -$6.85K -43 -4%
NHT
1060
New Hampshire Trust
New Hampshire
$185K +$186K +1,166 New
MCC
1061
Money Concepts Capital
Florida
$178K +$60.3K +379 +51%
BWM
1062
BerganKDV Wealth Management
Minnesota
$175K +$16.7K +105 +11%
RDFA
1063
Ritter Daniher Financial Advisory
Ohio
$173K +$173K +1,089 New
NRC
1064
New Republic Capital
North Carolina
$171K +$171K +1,077 New
AIC
1065
Archer Investment Corporation
Indiana
$171K +$74.2K +466 +76%
VF
1066
VitalStone Financial
Texas
$165K +$166K +1,040 New
JGIA
1067
Jackson Grant Investment Advisers
Connecticut
$165K +$1.11K +7 +0.7%
ECM
1068
EMC Capital Management
Texas
$164K
SN
1069
Sittner & Nelson
Oregon
$163K
LCM
1070
Logan Capital Management
Pennsylvania
$157K -$12.3K -77 -7%
IF
1071
Integrity Financial
Wyoming
$156K +$75.9K +477 +95%
FPB
1072
First PREMIER Bank
South Dakota
$145K
TCM
1073
TD Capital Management
Tennessee
$140K
GWMI
1074
Guardian Wealth Management (Illinois)
Illinois
$139K +$99.7K +626 +253%
CIAS
1075
Capital Investment Advisory Services
North Carolina
$133K -$146K -917 -52%