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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
1376
Sunbelt Securities
Texas
$1.34K +$361 +2 +40%
DJSG
1377
D.J. St. Germain
Massachusetts
$1.15K -$541 -3 -33%
PP
1378
Pacifica Partners
Canada
$1.12K – – –
GCM
1379
Gables Capital Management
Florida
$959 +$902 +5 New
RFA
1380
Register Financial Advisors
Georgia
$384 – – –
AFWM
1381
Abich Financial Wealth Management
Virginia
$384 +$361 +2 New
WWP
1382
WR Wealth Planners
Missouri
$192 +$180 +1 New
MPM
1383
MBB Public Markets
Illinois
– -$24.6M -136,543 Closed
WIA
1384
World Investment Advisors
California
– -$9.69M -53,819 Closed
MIS
1385
Morningstar Investment Services
Illinois
– -$7.86M -43,193 Closed
MWM
1386
Meridian Wealth Management
Kentucky
– -$7.71M -42,817 Closed
Susquehanna International Group
1387
Susquehanna International Group
Pennsylvania
– -$7.54M -41,808 Closed
HWM
1388
HFG Wealth Management
Texas
– -$5.13M -28,485 Closed
QAM
1389
Q3 Asset Management
Michigan
– -$4.65M -25,817 Closed
WCM
1390
Windham Capital Management
Massachusetts
– -$4.43M -24,615 Closed
LIG
1391
Lokken Investment Group
Delaware
– -$2.55M -14,173 Closed
BWA
1392
BlueSky Wealth Advisors
North Carolina
– -$2.27M -12,626 Closed
CA
1393
Cambridge Associates
Massachusetts
– -$2.24M -12,423 Closed
MNBTD
1394
Moody National Bank Trust Division
Texas
– -$2.24M -12,423 Closed
WWA
1395
WCG Wealth Advisors
Nevada
– -$1.95M -10,827 Closed
CST
1396
Charles Schwab Trust
Nevada
– -$1.12M -6,217 Closed
WCM
1397
Winthrop Capital Management
Indiana
– -$1.05M -5,862 Closed
AWA
1398
Arete Wealth Advisors
Illinois
– -$940K -5,224 Closed
PP
1399
Pegasus Partners
Wisconsin
– -$858K -4,768 Closed
OHWA
1400
Oak Hill Wealth Advisors
Virginia
– -$811K -4,494 Closed