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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1601
Addison Advisors
Vermont
$89.7K -$90K -387 -51%
GCP
1602
Gill Capital Partners
Colorado
$87.7K -$13.7K -59 -14%
PG
1603
Proffitt & Goodson
Tennessee
$87.5K – – –
SIC
1604
Salem Investment Counselors
North Carolina
$86.9K +$233 +1 +0.3%
FLP
1605
Financial Life Planners
Arizona
$85K +$5.12K +22 +7%
GWP
1606
Gen-Wealth Partners
Michigan
$84.4K -$21.6K -93 -21%
TCA
1607
Trifecta Capital Advisors
Illinois
$83.8K – – –
CNBT
1608
Cornerstone National Bank & Trust
Illinois
$83.7K +$80.3K +345 New
IRC
1609
Investors Research Corp
Georgia
$82.9K – – –
JFG
1610
JDM Financial Group
Texas
$82.9K – – –
HB
1611
Horizon Bancorp
Indiana
$82K – – –
VNA
1612
Valley National Advisers
Pennsylvania
$81.9K -$16.5K -71 -17%
BIM
1613
Breakwater Investment Management
Washington
$78.5K – – –
BH
1614
Burk Holdings
Oklahoma
$77K +$18.6K +80 +34%
Q1WB
1615
Quest 10 Wealth Builders
Virginia
$76.8K -$465 -2 -0.6%
WPA
1616
West Paces Advisors
Georgia
$76.2K -$60.7K -261 -45%
AAG
1617
Armstrong Advisory Group
Massachusetts
$74.4K – – –
SIC
1618
SJS Investment Consulting
Ohio
$72.4K – – –
TAM
1619
Tucker Asset Management
Colorado
$72.4K – – –
AF
1620
Alerus Financial
North Dakota
$66.6K – – –
HR
1621
Howe & Rusling
New York
$66.3K +$11.2K +48 +21%
JWM
1622
JPL Wealth Management
Colorado
$65.6K – – –
SFG
1623
Strive Financial Group
Indiana
$62K +$17.4K +75 +42%
IWP
1624
IAG Wealth Partners
Wisconsin
$59.5K – – –
ITIM
1625
Indiana Trust & Investment Management
Indiana
$59.5K – – –