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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1276
Winthrop Advisory Group
Massachusetts
$253K -$27.8K -136 -10%
TF
1277
Tandem Financial
Colorado
$253K +$246K +1,205 New
BFG
1278
Berger Financial Group
Minnesota
$251K -$3.07K -15 -1%
CA
1279
Crewe Advisors
Utah
$250K +$98.4K +481 +67%
IDA
1280
Intelligence Driven Advisers
California
$249K +$1.02K +5 +0.4%
HCA
1281
Harbour Capital Advisors
Virginia
$248K – – –
KFI
1282
Key Financial Inc
Pennsylvania
$247K +$30.1K +147 +14%
SWM
1283
SilverOak Wealth Management
Minnesota
$246K – – –
AWM
1284
Accel Wealth Management
Iowa
$246K -$101K -493 -29%
Bogart Wealth LLC
1285
Bogart Wealth LLC
Virginia
$246K -$20.4K -100 -8%
PAIM
1286
Punch & Associates Investment Management
Minnesota
$245K -$88.9K -435 -27%
SFS
1287
Strategic Financial Services
New York
$243K – – –
EFG
1288
Ehrlich Financial Group
California
$243K – – –
GC
1289
Gilbert & Cook
Iowa
$242K +$237K +1,161 New
ALWM
1290
Andrews Lucia Wealth Management
California
$242K – – –
HBW
1291
Hazlett, Burt & Watson
West Virginia
$241K +$204 +1 +0.1%
WEG
1292
World Equity Group
Illinois
$240K +$9.81K +48 +4%
SL
1293
Salomon & Ludwin
Virginia
$239K -$1.23K -6 -0.5%
IIL
1294
Insight Inv LLC
California
$239K – – –
AIC
1295
Archer Investment Corporation
Indiana
$238K -$2.45K -12 -1%
MSAM
1296
Moloney Securities Asset Management
Missouri
$237K +$6.13K +30 +3%
CWM
1297
Connecticut Wealth Management
Connecticut
$235K -$1.02K -5 -0.4%
DWM
1298
Defined Wealth Management
Oregon
$234K -$12.9K -63 -5%
NFA
1299
Northern Financial Advisors
Michigan
$234K +$229K +1,121 New
LFA
1300
Lauterbach Financial Advisors
Texas
$233K – – –