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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1251
Provident Wealth Management
Tennessee
$64.2K – – –
BFS
1252
Bare Financial Services
Pennsylvania
$63.3K +$57.5K +352 New
CIA
1253
Cape Investment Advisory
Georgia
$60.8K -$89.9K -551 -62%
RLIM
1254
Red Lighthouse Investment Management
New York
$60.1K – – –
Qube Research & Technologies (QRT)
1255
Qube Research & Technologies (QRT)
United Kingdom
$59.9K +$54.4K +333 New
FCAS
1256
First Command Advisory Services
Texas
$59K – – –
VNA
1257
Valley National Advisers
Pennsylvania
$57K – – –
AWM
1258
Able Wealth Management
New Jersey
$55.2K +$50.1K +307 New
OFG
1259
Oxford Financial Group
Indiana
$54K – – –
KFP
1260
Keener Financial Planning
Texas
$53K +$48.2K +295 New
ITIM
1261
Indiana Trust & Investment Management
Indiana
$52.7K +$10.8K +66 +29%
Deutsche Bank
1262
Deutsche Bank
Germany
$51.8K – – –
TIM
1263
Thompson Investment Management
Wisconsin
$51.8K – – –
TVAMP
1264
Tennessee Valley Asset Management Partners
Tennessee
$51.5K +$46.7K +286 New
IWP
1265
IAG Wealth Partners
Wisconsin
$51.3K – – –
OCM
1266
Orion Capital Management
California
$50K – – –
PCFFS
1267
Pacific Center for Financial Services
California
$49.9K – – –
HR
1268
Howe & Rusling
New York
$49.7K +$45.1K +276 New
JWA
1269
JFS Wealth Advisors
Pennsylvania
$49.1K -$4.41K -27 -9%
FMP
1270
Financial Management Professionals
Texas
$48K +$43.1K +264 New
GCM
1271
Garland Capital Management
Washington
$45.7K +$326 +2 +0.8%
RWM
1272
Ruedi Wealth Management
Illinois
$44.4K – – –
OA
1273
Operose Advisors
Wisconsin
$42.8K -$257K -1,573 -87%
HCM
1274
Horrell Capital Management
Arkansas
$42K -$3.59K -22 -9%
BL
1275
BFSG LLC
California
$41.9K +$38K +233 New