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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1251
Bare Financial Services
Pennsylvania
$63.3K +$57.5K +352 New
CIA
1252
Cape Investment Advisory
Georgia
$60.8K -$89.9K -551 -62%
RLIM
1253
Red Lighthouse Investment Management
New York
$60.1K
Qube Research & Technologies (QRT)
1254
Qube Research & Technologies (QRT)
United Kingdom
$59.9K +$54.4K +333 New
FCAS
1255
First Command Advisory Services
Texas
$59K
VNA
1256
Valley National Advisers
Pennsylvania
$57K
AWM
1257
Able Wealth Management
New Jersey
$55.2K +$50.1K +307 New
OFG
1258
Oxford Financial Group
Indiana
$54K
KFP
1259
Keener Financial Planning
Texas
$53K +$48.2K +295 New
ITIM
1260
Indiana Trust & Investment Management
Indiana
$52.7K +$10.8K +66 +29%
Deutsche Bank
1261
Deutsche Bank
Germany
$51.8K
TIM
1262
Thompson Investment Management
Wisconsin
$51.8K
TVAMP
1263
Tennessee Valley Asset Management Partners
Tennessee
$51.5K +$46.7K +286 New
IWP
1264
IAG Wealth Partners
Wisconsin
$51.3K
OCM
1265
Orion Capital Management
California
$50K
PCFFS
1266
Pacific Center for Financial Services
California
$49.9K
HR
1267
Howe & Rusling
New York
$49.7K +$45.1K +276 New
JWA
1268
JFS Wealth Advisors
Pennsylvania
$49.1K -$4.41K -27 -9%
FMP
1269
Financial Management Professionals
Texas
$48K +$43.1K +264 New
GCM
1270
Garland Capital Management
Washington
$45.7K +$326 +2 +0.8%
RWM
1271
Ruedi Wealth Management
Illinois
$44.4K
OA
1272
Operose Advisors
Wisconsin
$42.8K -$257K -1,573 -87%
HCM
1273
Horrell Capital Management
Arkansas
$42K -$3.59K -22 -9%
BL
1274
BFSG LLC
California
$41.9K +$38K +233 New
PCM
1275
Perritt Capital Management
Illinois
$41.8K +$163 +1 +0.4%