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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1301
MilWealth Group
Wisconsin
$18.3K – – –
ECM
1302
EMC Capital Management
Texas
$18K – – –
MRCM
1303
M&R Capital Management
New Jersey
$17.2K – – –
PWMG
1304
Private Wealth Management Group
New Jersey
$17.2K – – –
AFG
1305
Albion Financial Group
Utah
$16.6K – – –
SIS
1306
Strategic Investment Solutions
Illinois
$16.6K +$18.5K +100 New
HWP
1307
Highline Wealth Partners
California
$16.5K – – –
VWM
1308
Valley Wealth Managers
New Jersey
$16.4K – – –
PWA
1309
Provenance Wealth Advisors
Florida
$16K -$8.68K -47 -35%
CP
1310
Castleview Partners
Texas
$15.3K – – –
BAM
1311
Bellevue Asset Management
Washington
$15.2K +$15.3K +83 New
RWPA
1312
Richard W. Paul & Associates
Michigan
$15.1K – – –
TWC
1313
TD Waterhouse Canada
Ontario, Canada
$15.1K -$4.06K -22 -21%
PA
1314
Pineridge Advisors
Missouri
$14.8K – – –
AEPWM
1315
Atlantic Edge Private Wealth Management
Florida
$14.4K +$1.29K +7 +10%
Fuller & Thaler Asset Management
1316
Fuller & Thaler Asset Management
California
$14.3K – – –
USB
1317
Union Savings Bank
Connecticut
$13.7K – – –
DF
1318
DecisionPoint Financial
Arizona
$13.1K -$1.85K -10 -13%
NFSG
1319
Newbridge Financial Services Group
Florida
$12.8K -$2.03K -11 -14%
RCM
1320
Raleigh Capital Management
North Carolina
$12.8K – – –
FFC
1321
First Financial Corp
Indiana
$12.6K +$12.7K +69 New
MSS
1322
Mitchell Sinkler & Starr
Pennsylvania
$12.5K – – –
M
1323
MOTCO
Texas
$12.4K -$22.5K -122 -64%
RBC
1324
Roble Belko & Company
Pennsylvania
$12K – – –
CB
1325
CNB Bank
Pennsylvania
$11.5K – – –