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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCP
1251
Rothschild Capital Partners
New York
$230K -$54.3K -275 -18%
ALWM
1252
Andrews Lucia Wealth Management
California
$230K – – –
PPC
1253
Park Place Capital
Alabama
$229K +$198 +1 +0.1%
CWM
1254
Connecticut Wealth Management
Connecticut
$228K +$242K +1,224 New
IDA
1255
Intelligence Driven Advisers
California
$226K +$6.72K +34 +3%
LRPA
1256
L. Roy Papp & Associates
Arizona
$225K +$1.58K +8 +0.7%
AP
1257
Adero Partners
California
$224K – – –
WAG
1258
Winthrop Advisory Group
Massachusetts
$223K +$1.58K +8 +0.7%
CAM
1259
Clark Asset Management
New Hampshire
$222K +$25.7K +130 +12%
DWM
1260
Defined Wealth Management
Oregon
$221K -$20.1K -102 -8%
XPN
1261
XY Planning Network
Montana
$221K – – –
SWM
1262
SilverOak Wealth Management
Minnesota
$220K – – –
WCAMG
1263
Woodard & Company Asset Management Group
North Carolina
$220K -$19.8K -100 -8%
HCA
1264
Harbour Capital Advisors
Virginia
$219K – – –
LCM
1265
Lazari Capital Management
California
$218K +$1.58K +8 +0.7%
FFP
1266
Freedom Financial Partners
Minnesota
$217K +$593 +3 +0.3%
SFS
1267
Strategic Financial Services
New York
$217K – – –
LB
1268
Legacy Bridge
Iowa
$216K -$59.3K -300 -21%
North Star Asset Management
1269
North Star Asset Management
Wisconsin
$216K -$18.4K -93 -7%
PAIM
1270
Punch & Associates Investment Management
Minnesota
$215K -$11.9K -60 -5%
LWM
1271
LJI Wealth Management
Indiana
$213K +$11.9K +60 +6%
Capital Group Private Client Services
1272
Capital Group Private Client Services
California
$213K -$1.78K -9 -0.8%
IIL
1273
Insight Inv LLC
California
$213K – – –
AIC
1274
Archer Investment Corporation
Indiana
$212K +$1.38K +7 +0.6%
SL
1275
Salomon & Ludwin
Virginia
$212K -$24.3K -123 -10%