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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1626
Steph & Co
Wisconsin
$20.4K +$12.7K +57 +154%
AFG
1627
Albion Financial Group
Utah
$19.8K – – –
TC
1628
Truvestments Capital
Florida
$19.6K +$20.1K +90 New
VWM
1629
Valley Wealth Managers
New Jersey
$19.2K – – –
BAM
1630
Bellevue Asset Management
Washington
$18.7K +$224 +1 +1%
IFG Advisory
1631
IFG Advisory
Georgia
$18.2K -$951K -4,253 -98%
SWM
1632
SHP Wealth Management
Massachusetts
$18.2K +$9.84K +44 +110%
SGFG
1633
Silver Grove Financial Group
New York
$17.8K +$18.3K +82 New
S
1634
Sachetta
Massachusetts
$17.6K -$2.68K -12 -13%
NWMP
1635
Noble Wealth Management PBC
Colorado
$17.4K – – –
AP
1636
Advisortrust Partners
North Carolina
$17.4K +$17.9K +80 New
MWA
1637
Merkkuri Wealth Advisors
New York
$17.2K +$17.7K +79 New
ZBNA
1638
Zions Bancorporation, National Association
Utah
$16.9K – – –
TPWA
1639
Twin Peaks Wealth Advisors
California
$16.9K +$17.4K +78 New
MFC
1640
Morris Financial Concepts
South Carolina
$16.7K – – –
USB
1641
Union Savings Bank
Connecticut
$16.3K – – –
BDPWM
1642
Barnes Dennig Private Wealth Management
Ohio
$15.9K – – –
BHWM
1643
Bay Harbor Wealth Management
Maryland
$15.6K +$2.01K +9 +14%
DJSG
1644
D.J. St. Germain
Massachusetts
$15.4K +$224 +1 +1%
SAP
1645
Strategic Advisory Partners
North Carolina
$15.2K +$15.6K +70 New
CB
1646
CNB Bank
Pennsylvania
$13.7K – – –
DWS
1647
Dynamic Wealth Strategies
California
$13.7K – – –
BW
1648
Basepoint Wealth
Iowa
$13.4K +$224 +1 +2%
MWP
1649
MYCIO Wealth Partners
Pennsylvania
$12.7K – – –
HPIA
1650
Hamilton Point Investment Advisors
North Carolina
$11.7K – – –