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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
1101
Barnes Pettey Financial Advisors
Mississippi
$432K +$10.5K +50 +3%
RBWA
1102
RFG - Bristol Wealth Advisors
Massachusetts
$431K -$206K -986 -33%
AWM
1103
Austin Wealth Management
Texas
$431K +$67.8K +324 +20%
SWM
1104
SeaCrest Wealth Management
New York
$431K +$1.47K +7 +0.4%
First Trust Advisors
1105
First Trust Advisors
Illinois
$430K +$8.79K +42 +2%
WCM
1106
Winthrop Capital Management
Indiana
$430K +$3.14K +15 +0.7%
BCA
1107
Ballentine Capital Advisors
South Carolina
$428K
SDJVC
1108
St. Denis J. Villere & Co
Louisiana
$428K
WBCM
1109
Wilson & Boucher Capital Management
California
$428K +$20.9K +100 +5%
WTA
1110
Washington Trust Advisors
Massachusetts
$428K +$1.26K +6 +0.3%
JF
1111
JMN Financial
Ohio
$427K +$421K +2,013 New
WKWM
1112
Walter & Keenan Wealth Management
Indiana
$426K -$6.7K -32 -2%
SSCA
1113
South Shore Capital Advisors
Massachusetts
$425K +$421K +2,009 New
RFS
1114
Retirement Financial Solutions
Tennessee
$424K +$3.98K +19 +1%
BAM
1115
Bosun Asset Management
Illinois
$424K
RG
1116
Rathbones Group
United Kingdom
$424K
AIM
1117
Athena Investment Management
California
$423K
LPAM
1118
Lodestar Private Asset Management
California
$423K +$419 +2 +0.1%
BWP
1119
Burling Wealth Partners
Illinois
$421K
SAW
1120
Signal Advisors Wealth
Michigan
$421K +$186K +888 +81%
HSA
1121
HBK Sorce Advisory
Pennsylvania
$421K +$5.23K +25 +1%
PB
1122
Pinnacle Bancorp
Nebraska
$420K +$1.88K +9 +0.5%
CI
1123
Ceera Investments
Texas
$419K
QCG
1124
Quadrant Capital Group
Ohio
$416K
GAM
1125
Gemmer Asset Management
California
$414K +$838 +4 +0.2%