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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1051
Sittner & Nelson
Oregon
$163K – – –
ECM
1052
EMC Capital Management
Texas
$163K – – –
APW
1053
Atlantic Private Wealth
North Carolina
$162K +$168K +1,017 New
BWM
1054
BerganKDV Wealth Management
Minnesota
$159K -$17.4K -105 -10%
LCM
1055
Logan Capital Management
Pennsylvania
$157K – – –
FPB
1056
First PREMIER Bank
South Dakota
$144K – – –
CIA
1057
Cape Investment Advisory
Georgia
$142K +$148K +892 New
TCM
1058
TD Capital Management
Tennessee
$140K – – –
HIA
1059
Harbor Investment Advisory
Maryland
$138K +$96.5K +583 +205%
HS
1060
Horan Securities
United States
$137K +$4.63K +28 +3%
IIL
1061
Insight Inv LLC
California
$133K – – –
Brown Brothers Harriman & Co
1062
Brown Brothers Harriman & Co
New York
$127K -$4.97K -30 -4%
PO
1063
Private Ocean
California
$127K – – –
KTC
1064
Kistler-Tiffany Companies
Pennsylvania
$125K +$21K +127 +19%
BFPW
1065
BOK Financial Private Wealth
Colorado
$119K +$19.2K +116 +18%
ME
1066
McIlrath & Eck
Washington
$113K +$16.7K +101 +16%
FMB
1067
Field & Main Bank
Kentucky
$111K – – –
DWMG
1068
DB Wealth Management Group
California
$110K +$42.4K +256 +58%
AWA
1069
Alaska Wealth Advisors
Alaska
$108K +$112K +678 New
HM Payson & Co
1070
HM Payson & Co
Maine
$105K – – –
RG
1071
Retirement Group
California
$104K -$2.98K -18 -3%
MPCG
1072
Matrix Private Capital Group
New York
$103K +$66.2K +400 +159%
PA
1073
PSI Advisors
Florida
$103K -$13.4K -81 -11%
CT
1074
Clearstead Trust
Maine
$103K – – –
LB
1075
Legacy Bridge
Iowa
$98.1K – – –