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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1276
Cardinal Strategic Wealth Guidance
Kentucky
$40.3K – – –
PPC
1277
Park Place Capital
Alabama
$39.4K +$180 +1 +0.5%
AAG
1278
Armstrong Advisory Group
Massachusetts
$38.5K – – –
VWM
1279
Venturi Wealth Management
Texas
$38K -$180 -1 -0.5%
JFGIW
1280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K +$902 +5 +3%
RWM
1281
Ruedi Wealth Management
Illinois
$37.9K -$8.84K -49 -20%
LF
1282
LifeSteps Financial
California
$36.8K +$34.6K +192 New
MPCG
1283
Matrix Private Capital Group
New York
$36.5K -$74.2K -411 -68%
M
1284
MOTCO
Texas
$36.5K +$34.3K +190 New
GFPC
1285
Global Financial Private Client
Florida
$36.1K – – –
Deutsche Bank
1286
Deutsche Bank
Germany
$35.9K -$18.2K -101 -35%
PCWA
1287
Pacific Capital Wealth Advisors
California
$32K +$4.69K +26 +18%
OA
1288
Operose Advisors
Wisconsin
$31.8K -$13K -72 -30%
NCM
1289
Northwest Capital Management
Oregon
$30.3K – – –
MSG
1290
Main Street Group
Virginia
$30.2K – – –
BBPWM
1291
Blue Bell Private Wealth Management
Pennsylvania
$29.6K – – –
SAM
1292
Smartleaf Asset Management
Massachusetts
$29.2K -$722 -4 -3%
DCM
1293
Davis Capital Management
Florida
$28.1K – – –
CSC
1294
Caldwell Sutter Capital
California
$27.4K – – –
DAM
1295
Delta Asset Management
Tennessee
$27.4K – – –
HCM
1296
Highlander Capital Management
New Jersey
$26.9K – – –
APC
1297
Aspire Private Capital
North Carolina
$26.9K +$2.17K +12 +9%
FWM
1298
FSA Wealth Management
Massachusetts
$26.6K – – –
TWC
1299
TD Waterhouse Canada
Ontario, Canada
$26.4K -$7.58K -42 -29%
PWA
1300
Provenance Wealth Advisors
Florida
$25.8K +$12.3K +68 +103%