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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1126
Gemmer Asset Management
California
$414K +$838 +4 +0.2%
Principal Financial Group
1127
Principal Financial Group
Iowa
$413K +$408K +1,950 New
JSA
1128
Jim Saulnier & Associates
Colorado
$413K +$408K +1,948 New
C1AG
1129
Client 1st Advisory Group
Florida
$412K – – –
Accredited Investors
1130
Accredited Investors
Minnesota
$412K – – –
AWC
1131
Adamsbrown Wealth Consultants
Kansas
$410K – – –
IIWM
1132
Investment Insight Wealth Management
New York
$410K +$405K +1,935 New
GWM
1133
Grand Wealth Management
Michigan
$410K +$42.5K +203 +12%
CWP
1134
Curated Wealth Partners
California
$408K +$209 +1 +0.1%
CWA
1135
CM Wealth Advisors
Ohio
$408K – – –
Summit Trail Advisors
1136
Summit Trail Advisors
New York
$408K +$9.21K +44 +2%
Brown Brothers Harriman & Co
1137
Brown Brothers Harriman & Co
New York
$406K +$177K +844 +79%
MWM
1138
Mosley Wealth Management
California
$406K +$405K +1,934 New
Sax Wealth Advisors
1139
Sax Wealth Advisors
New Jersey
$405K -$4.82K -23 -1%
SA
1140
Skyline Advisors
Washington
$405K +$5.86K +28 +1%
Confluence Wealth Services
1141
Confluence Wealth Services
Pennsylvania
$404K -$26.6K -127 -6%
AGC
1142
Aspen Grove Capital
Colorado
$402K – – –
RC
1143
Rexford Capital
Texas
$402K – – –
SF
1144
SeedSafe Financial
Texas
$401K +$396K +1,893 New
Sagespring Wealth Partners
1145
Sagespring Wealth Partners
Tennessee
$399K +$7.75K +37 +2%
WhitTier Trust Company
1146
WhitTier Trust Company
Nevada
$399K – – –
Brooklyn Investment Group
1147
Brooklyn Investment Group
New York
$396K +$387K +1,849 New
CCFM
1148
Clear Creek Financial Management
Washington
$395K +$127K +606 +48%
TFCP
1149
Twin Focus Capital Partners
Massachusetts
$392K -$191K -912 -33%
IFPL
1150
Investments & Financial Planning LLC
Kentucky
$391K -$6.07K -29 -2%