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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
1226
Willis Johnson & Associates
Texas
$347K -$2.91K -13 -0.8%
BFG
1227
Berger Financial Group
Minnesota
$347K +$88.5K +396 +33%
MIM
1228
Marco Investment Management
Georgia
$346K
AP
1229
Appleton Partners
Massachusetts
$346K
MWM
1230
Mosley Wealth Management
California
$344K -$63.3K -283 -15%
BWP
1231
Barlow Wealth Partners
Kentucky
$344K
1SB
1232
1ST Source Bank
Indiana
$344K
EB
1233
Eastern Bank
Massachusetts
$344K +$254K +1,135 +253%
CAM
1234
Columbia Asset Management
Michigan
$342K
DWM
1235
Dakota Wealth Management
Florida
$341K
KFGK
1236
Keystone Financial Group (Kentucky)
Kentucky
$341K +$3.35K +15 +1%
CPP
1237
Capasso Planning Partners
South Carolina
$341K +$671 +3 +0.2%
NC
1238
North Capital
Utah
$340K +$2.01K +9 +0.6%
LWM
1239
LongView Wealth Management
Georgia
$338K -$699K -3,125 -68%
MWM
1240
MOR Wealth Management
Pennsylvania
$338K
UPS
1241
UHLMANN PRICE SECURITIES
Illinois
$338K +$2.01K +9 +0.6%
LA
1242
LWM Advisors
California
$336K +$671 +3 +0.2%
PWP
1243
Perfromance Wealth Partners
Illinois
$334K +$109K +488 +46%
IF
1244
Integrity Financial
Wyoming
$334K -$162K -726 -32%
GJWM
1245
Gilliland Jeter Wealth Management
Arkansas
$334K
Principal Financial Group
1246
Principal Financial Group
Iowa
$334K -$92.8K -415 -21%
OFI
1247
Outbound Financial Inc
Colorado
$333K
VPF
1248
Vantage Point Financial
Illinois
$333K -$49.2K -220 -13%
MAMG
1249
Milestone Asset Management Group
Connecticut
$333K -$2.46K -11 -0.7%
GAG
1250
GM Advisory Group
New York
$331K -$67.5K -302 -17%