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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1326
First Personal Financial Services
North Carolina
$11.5K +$10.3K +56 +800%
TF
1327
Tompkins Financial
New York
$11.3K – – –
MWP
1328
MYCIO Wealth Partners
Pennsylvania
$10.2K – – –
DIP
1329
DT Investment Partners
Pennsylvania
$10K -$13.3K -72 -57%
BONH
1330
Bank of New Hampshire
New Hampshire
$10K +$10.2K +55 New
FM
1331
Family Management
New York
$9.86K – – –
FGA
1332
Fortis Group Advisors
New Jersey
$9.49K – – –
GG
1333
Gleason Group
Kentucky
$9.31K – – –
CT
1334
Clearstead Trust
Maine
$9.31K – – –
MA
1335
MCF Advisors
Kentucky
$9.18K +$9.24K +50 New
SRCM
1336
Signature Resources Capital Management
California
$9.13K – – –
FFA
1337
Frazier Financial Advisors
Ohio
$9.03K – – –
RDFA
1338
Ritter Daniher Financial Advisory
Ohio
$8.94K +$9.05K +49 New
VWA
1339
Valued Wealth Advisors
Utah
$8.74K +$8.87K +48 New
AIA
1340
Armor Investment Advisors
North Carolina
$8.4K – – –
PPWM
1341
PFG Private Wealth Management
Florida
$7.12K – – –
SC
1342
Steph & Co
Wisconsin
$6.75K +$369 +2 +6%
CWP
1343
Concord Wealth Partners
Virginia
$6.57K +$185 +1 +3%
FNWA
1344
Financial Network Wealth Advisors
Utah
$6.42K +$6.46K +35 New
MFC
1345
Morris Financial Concepts
South Carolina
$5.84K – – –
KPP
1346
Kings Path Partners
Texas
$5.48K +$5.54K +30 New
SFC
1347
Strategic Financial Concepts
Texas
$5.27K -$343K -1,856 -98%
TAM
1348
Tucker Asset Management
Colorado
$4.93K +$4.99K +27 New
DF
1349
Dunhill Financial
United Kingdom
$4.75K – – –
GPFA
1350
Game Plan Financial Advisors
Ohio
$4.64K – – –