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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital Investment Advisors
1101
Capital Investment Advisors
Georgia
$433K +$25.8K +123 +6%
BPFA
1102
Barnes Pettey Financial Advisors
Mississippi
$432K +$10.5K +50 +3%
RBWA
1103
RFG - Bristol Wealth Advisors
Massachusetts
$431K -$206K -986 -33%
AWM
1104
Austin Wealth Management
Texas
$431K +$67.8K +324 +20%
SWM
1105
SeaCrest Wealth Management
New York
$431K +$1.47K +7 +0.4%
First Trust Advisors
1106
First Trust Advisors
Illinois
$430K +$8.79K +42 +2%
WCM
1107
Winthrop Capital Management
Indiana
$430K +$3.14K +15 +0.7%
BCA
1108
Ballentine Capital Advisors
South Carolina
$428K – – –
SDJVC
1109
St. Denis J. Villere & Co
Louisiana
$428K – – –
WBCM
1110
Wilson & Boucher Capital Management
California
$428K +$20.9K +100 +5%
WTA
1111
Washington Trust Advisors
Massachusetts
$428K +$1.26K +6 +0.3%
JF
1112
JMN Financial
Ohio
$427K +$421K +2,013 New
WKWM
1113
Walter & Keenan Wealth Management
Indiana
$426K -$6.7K -32 -2%
SSCA
1114
South Shore Capital Advisors
Massachusetts
$425K +$421K +2,009 New
RFS
1115
Retirement Financial Solutions
Tennessee
$424K +$3.98K +19 +1%
BAM
1116
Bosun Asset Management
Illinois
$424K – – –
Rathbones Group
1117
Rathbones Group
United Kingdom
$424K – – –
AIM
1118
Athena Investment Management
California
$423K – – –
LPAM
1119
Lodestar Private Asset Management
California
$423K +$419 +2 +0.1%
BWP
1120
Burling Wealth Partners
Illinois
$421K – – –
SAW
1121
Signal Advisors Wealth
Michigan
$421K +$186K +888 +81%
HBK Sorce Advisory
1122
HBK Sorce Advisory
Pennsylvania
$421K +$5.23K +25 +1%
PB
1123
Pinnacle Bancorp
Nebraska
$420K +$1.88K +9 +0.5%
CI
1124
Ceera Investments
Texas
$419K – – –
Quadrant Capital Group
1125
Quadrant Capital Group
Ohio
$416K – – –