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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1126
Principal Financial Group
Iowa
$413K +$408K +1,950 New
JSA
1127
Jim Saulnier & Associates
Colorado
$413K +$408K +1,948 New
C1AG
1128
Client 1st Advisory Group
Florida
$412K
AI
1129
Accredited Investors
Minnesota
$412K
AWC
1130
Adamsbrown Wealth Consultants
Kansas
$410K
IIWM
1131
Investment Insight Wealth Management
New York
$410K +$405K +1,935 New
GWM
1132
Grand Wealth Management
Michigan
$410K +$42.5K +203 +12%
CWP
1133
Curated Wealth Partners
California
$408K +$209 +1 +0.1%
CWA
1134
CM Wealth Advisors
Ohio
$408K
STA
1135
Summit Trail Advisors
New York
$408K +$9.21K +44 +2%
BBHC
1136
Brown Brothers Harriman & Co
New York
$406K +$177K +844 +79%
MWM
1137
Mosley Wealth Management
California
$406K +$405K +1,934 New
SWA
1138
Sax Wealth Advisors
New Jersey
$405K -$4.82K -23 -1%
SA
1139
Skyline Advisors
Washington
$405K +$5.86K +28 +1%
CWS
1140
Confluence Wealth Services
Pennsylvania
$404K -$26.6K -127 -6%
AGC
1141
Aspen Grove Capital
Colorado
$402K
RC
1142
Rexford Capital
Texas
$402K
SF
1143
SeedSafe Financial
Texas
$401K +$396K +1,893 New
SWP
1144
Sagespring Wealth Partners
Tennessee
$399K +$7.75K +37 +2%
WTC
1145
WhitTier Trust Company
Nevada
$399K
BIG
1146
Brooklyn Investment Group
New York
$396K +$387K +1,849 New
CCFM
1147
Clear Creek Financial Management
Washington
$395K +$127K +606 +48%
TFCP
1148
Twin Focus Capital Partners
Massachusetts
$392K -$191K -912 -33%
IFPL
1149
Investments & Financial Planning LLC
Kentucky
$391K -$6.07K -29 -2%
CWS
1150
Cypress Wealth Services
California
$391K +$386K +1,844 New