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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1126
Claro Advisors
Massachusetts
$247K +$16.5K +101 +8%
FHC
1127
First Heartland Consultants
Missouri
$246K -$2.94K -18 -1%
WHCI
1128
W.H. Cornerstone Investments
Massachusetts
$244K -$7.84K -48 -3%
AF
1129
Affiance Financial
Minnesota
$243K -$548K -3,356 -71%
MIA
1130
Milestone Investment Advisors
Wisconsin
$243K
WCAMG
1131
Woodard & Company Asset Management Group
North Carolina
$243K
GWM
1132
Gray Wealth Management
Maine
$243K
DFG
1133
Delta Financial Group
New Jersey
$242K +$219K +1,343 New
IAG
1134
Investment Advisory Group
Massachusetts
$241K
LWM
1135
LJI Wealth Management
Indiana
$241K +$490 +3 +0.2%
SFMG
1136
Sage Financial Management Group
Virginia
$240K
IF
1137
Integrity Financial
Wyoming
$239K +$32.6K +200 +18%
CPW
1138
Cove Private Wealth
New York
$238K +$216K +1,325 New
WP
1139
Westmount Partners
California
$238K +$490 +3 +0.2%
SDWMA
1140
Schneider Downs Wealth Management Advisors
Pennsylvania
$238K +$216K +1,321 New
CA
1141
Claris Advisors
Missouri
$237K
MAG
1142
Mayfair Advisory Group
Alabama
$236K +$215K +1,316 New
RPGK
1143
Retirement Planning Group (Kansas)
Kansas
$236K +$214K +1,313 New
SCM
1144
Sebold Capital Management
Illinois
$235K
AQR Capital Management
1145
AQR Capital Management
Connecticut
$235K +$213K +1,307 New
PCM
1146
Passive Capital Management
Maryland
$235K
WAG
1147
Winthrop Advisory Group
Massachusetts
$235K -$5.39K -33 -2%
GWMI
1148
Guardian Wealth Management (Illinois)
Illinois
$235K +$11.6K +71 +6%
S
1149
SignatureFD
Georgia
$233K -$3.1K -19 -1%
AA
1150
Addison Advisors
Vermont
$233K +$3.59K +22 +2%