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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1126
Capital Advisors Ltd
Ohio
$374K -$13.3K -65 -4%
UFA
1127
Uptown Financial Advisors
Texas
$373K – – –
HBK Sorce Advisory
1128
HBK Sorce Advisory
Pennsylvania
$372K -$67.5K -330 -16%
WCM
1129
WealthTrak Capital Management
Virginia
$372K +$5.32K +26 +1%
BA
1130
Brightwater Advisory
Florida
$371K -$15.7K -77 -4%
TC
1131
TownSquare Capital
Utah
$367K -$169K -827 -32%
SRC
1132
Sage Rhino Capital
California
$366K +$3.27K +16 +0.9%
CAM
1133
Cidel Asset Management
Ontario, Canada
$365K – – –
Fifth Third Wealth Advisors
1134
Fifth Third Wealth Advisors
Ohio
$365K -$42.7K -209 -11%
GWM
1135
Grand Wealth Management
Michigan
$363K – – –
MA
1136
MAS Advisors
Florida
$361K – – –
WI
1137
WrapManager Inc
California
$361K -$472K -2,309 -57%
Diversified Trust
1138
Diversified Trust
Tennessee
$359K +$7.57K +37 +2%
Exchange Traded Concepts
1139
Exchange Traded Concepts
Oklahoma
$358K -$6.54K -32 -2%
OPAM
1140
Ocean Park Asset Management
California
$358K +$351K +1,716 New
VCA
1141
Verdence Capital Advisors
Maryland
$358K +$18K +88 +5%
CAM
1142
Clark Asset Management
New Hampshire
$358K -$166K -813 -32%
BM
1143
Berman McAleer
Maryland
$358K +$349K +1,707 New
VFPW
1144
Vantage Financial Partners (Wisconsin)
Wisconsin
$358K -$69.3K -339 -17%
Evercore Wealth Management
1145
Evercore Wealth Management
New York
$357K – – –
VCP
1146
Vista Capital Partners
Oregon
$357K -$32.1K -157 -8%
OPPS
1147
Obsidian Personal Planning Solutions
Maryland
$356K +$1.02K +5 +0.3%
SWM
1148
Seed Wealth Management
Illinois
$355K -$151K -740 -30%
SPW
1149
Sonoma Private Wealth
California
$354K +$32.3K +158 +10%
MWM
1150
Melfa Wealth Management
Massachusetts
$353K – – –