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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1176
Caldwell Sutter Capital
California
$23.7K +$6.46K +41 +40%
TVWM
1177
Tower View Wealth Management
Wisconsin
$23K +$157 +1 +0.7%
MFA
1178
Morling Financial Advisors
California
$22.2K – – –
APC
1179
Aspire Private Capital
North Carolina
$21.5K – – –
NFSG
1180
Newbridge Financial Services Group
Florida
$20.7K +$19.7K +125 New
MAM
1181
Marquette Asset Management
Minnesota
$20.5K – – –
GWSG
1182
GPS Wealth Strategies Group
Colorado
$19.3K +$157 +1 +0.9%
LFA
1183
LGT Financial Advisors
Texas
$18.9K +$17.9K +114 New
SIS
1184
Sound Income Strategies
Florida
$17.5K +$16.7K +106 New
MG
1185
MilWealth Group
Wisconsin
$16.5K – – –
PCMC
1186
Private Capital Management (Colorado)
Colorado
$15.9K – – –
SIS
1187
Strategic Investment Solutions
Illinois
$15.3K – – –
AFG
1188
Albion Financial Group
Utah
$15.1K – – –
VWM
1189
Valley Wealth Managers
New Jersey
$14.7K -$630 -4 -4%
NC
1190
NewSquare Capital
Pennsylvania
$14.7K +$10.9K +69 +345%
CT
1191
Clearstead Trust
Maine
$14.5K -$87.8K -558 -86%
AIA
1192
Armor Investment Advisors
North Carolina
$14.4K – – –
RWPA
1193
Richard W. Paul & Associates
Michigan
$13.7K – – –
USB
1194
Union Savings Bank
Connecticut
$13.1K +$11.8K +75 New
DF
1195
DecisionPoint Financial
Arizona
$12.6K +$7.08K +45 +145%
CCMI
1196
Creative Capital Management Investments
California
$11.7K -$5.51K -35 -33%
Fuller & Thaler Asset Management
1197
Fuller & Thaler Asset Management
California
$11.4K +$10.9K +69 New
ANBT
1198
American National Bank & Trust
Texas
$11.2K +$3.31K +21 +45%
AA
1199
AlphaMark Advisors
Kentucky
$11K – – –
FCAG
1200
First Capital Advisors Group
New Jersey
$10.5K -$945 -6 -9%