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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGC
1101
Aspen Grove Capital
Colorado
$372K -$55.5K -300 -14%
RC
1102
Rexford Capital
Texas
$371K +$352K +1,900 New
WA
1103
Wambolt & Associates
Colorado
$368K -$8.52K -46 -2%
VPF
1104
Vantage Point Financial
Illinois
$368K +$2.41K +13 +0.7%
ONSWM
1105
Old North State Wealth Management
North Carolina
$367K +$348K +1,879 New
SA
1106
Skyline Advisors
Washington
$367K – – –
EFG
1107
Ethos Financial Group
Pennsylvania
$366K +$346K +1,868 New
VCP
1108
Vista Capital Partners
Oregon
$364K -$17K -92 -5%
CAL
1109
Capital Advisors Ltd
Ohio
$362K -$2.41K -13 -0.7%
BA
1110
Brightwater Advisory
Florida
$362K – – –
NHT
1111
New Hampshire Trust
New Hampshire
$362K -$555 -3 -0.2%
SSWM
1112
Smith Salley Wealth Management
North Carolina
$360K +$342K +1,847 New
SIC
1113
Sterling Investment Counsel
New York
$360K +$12.6K +68 +4%
CFS
1114
CGC Financial Services
Oregon
$359K – – –
S4W
1115
Solutions 4 Wealth
Texas
$359K – – –
HWA
1116
HHM Wealth Advisors
Tennessee
$359K +$182K +983 +115%
BI
1117
Binnacle Investments
Iowa
$358K +$15K +81 +5%
SFS
1118
Summit Financial Strategies
Ohio
$358K +$926 +5 +0.3%
MMHP
1119
Murphy Middleton Hinkle & Parker
Georgia
$357K – – –
STA
1120
Summit Trail Advisors
New York
$357K +$337K +1,822 New
NLP
1121
Next Level Private
New York
$357K -$4.63K -25 -1%
WTA
1122
Washington Trust Advisors
Massachusetts
$356K – – –
LNWWM
1123
Laird Norton Wetherby Wealth Management
California
$355K +$337K +1,820 New
HSBC Holdings
1124
HSBC Holdings
United Kingdom
$354K – – –
Vontobel Holding
1125
Vontobel Holding
Switzerland
$353K -$47.8K -258 -12%