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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1751
Register Financial Advisors
Georgia
$2.92K -$2.09K -9 -43%
ATS
1752
Ashton Thomas Securities
New York
$2.92K – – –
PGAM
1753
Princeton Global Asset Management
New Jersey
$2.92K – – –
BWM
1754
Bullock Wealth Management
Indiana
$2.24K – – –
DWM
1755
Darwin Wealth Management
Florida
$2.2K – – –
HI
1756
Horizon Investments
North Carolina
$2.19K -$9.54K -41 -82%
NRG
1757
Nemes Rush Group
Michigan
$2.19K – – –
QWM
1758
Quaker Wealth Management
New Jersey
$2.19K – – –
KPP
1759
Kings Path Partners
Texas
$2.19K +$2.09K +9 New
CTA
1760
Colonial Trust Advisors
South Carolina
$1.75K – – –
GFA
1761
Godfrey Financial Associates
New York
$1.7K – – –
MAS
1762
MPWM Advisory Solutions
Georgia
$1.7K – – –
DWA
1763
Delos Wealth Advisors
Texas
$1.7K +$1.63K +7 New
KTC
1764
Kentucky Trust Company
Kentucky
$1.7K +$1.63K +7 New
PMIM
1765
Prudent Man Investment Management
Colorado
$1.48K – – –
CWP
1766
Clark Wealth Partners
Illinois
$1.46K +$698 +3 +100%
GCM
1767
Gables Capital Management
Florida
$1.22K – – –
SAS
1768
Spurstone Advisory Services
Connecticut
$1.21K +$930 +4 +400%
HWM
1769
HighMark Wealth Management
Minnesota
$1.09K +$930 +4 +400%
Allspring Global Investments
1770
Allspring Global Investments
North Carolina
$728 +$698 +3 New
TCM
1771
Tradewinds Capital Management
Washington
$243 – – –
SWIM
1772
Smallwood Wealth Investment Management
New Jersey
$242 +$233 +1 New
SWM
1773
Shakespeare Wealth Management
Wisconsin
– -$24.9M -114,711 Closed
WIC
1774
Willis Investment Counsel
Georgia
– -$18.2M -83,829 Closed
SA
1775
Strategic Advisors
New York
– -$5M -23,006 Closed