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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
1051
Freestone Capital Holdings
Washington
$213K -$945 -6 -0.5%
RPG
1052
Resource Planning Group
Georgia
$213K +$203K +1,289 New
RMDI
1053
R.M. Davis Inc
Maine
$213K -$2.05K -13 -1%
FLA
1054
Financial Life Advisors
Texas
$212K -$222K -1,410 -52%
WAG
1055
Winthrop Advisory Group
Massachusetts
$211K -$42.5K -270 -17%
SCA
1056
Sage Capital Advisors
South Dakota
$210K +$787 +5 +0.4%
RBC
1057
Romano Brothers & Co
Illinois
$209K – – –
LPAM
1058
Lodestar Private Asset Management
California
$208K +$198K +1,258 New
DCM
1059
Dimension Capital Management
Florida
$208K +$198K +1,258 New
FPCG
1060
Forum Private Client Group
Indiana
$208K +$198K +1,257 New
NEPWA
1061
New England Private Wealth Advisors
Massachusetts
$206K +$196K +1,245 New
B
1062
BetterWealth
California
$206K +$196K +1,246 New
HCA
1063
Harbour Capital Advisors
Virginia
$206K -$11.8K -75 -6%
RCAG
1064
Rehmann Capital Advisory Group
Michigan
$205K -$8.82K -56 -4%
KFI
1065
Key Financial Inc
Pennsylvania
$205K – – –
VBWMG
1066
Von Berge Wealth Management Group
California
$203K +$193K +1,229 New
JAFL
1067
Jay A. Fishman Ltd
Michigan
$203K +$193K +1,225 New
ASI
1068
Advisory Services & Investments
Oregon
$202K +$192K +1,221 New
IFO
1069
Independent Family Office
New York
$201K +$192K +1,217 New
SDWMA
1070
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$191K +1,216 New
SEP
1071
Southland Equity Partners
Missouri
$201K +$191K +1,214 New
CWR
1072
Chico Wealth RIA
California
$200K +$190K +1,210 New
GWMI
1073
Guardian Wealth Management (Illinois)
Illinois
$199K +$8.66K +55 +5%
Franklin Resources
1074
Franklin Resources
California
$195K +$2.99K +19 +2%
IF
1075
Integrity Financial
Wyoming
$183K +$12K +76 +7%