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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
201
Mogy Joel R Investment Counsel
California
$2.26M
ST
202
Smithfield Trust
Pennsylvania
$2.25M -$77K -549 -3%
HFS
203
HL Financial Services
Kentucky
$2.24M +$241K +1,720 +12%
BRWM
204
B. Riley Wealth Management
Tennessee
$2.23M +$2.25M +16,022 New
FAIM
205
Financial Advocates Investment Management
Washington
$2.22M +$228K +1,623 +11%
WP
206
WealthShield Partners
North Carolina
$2.21M -$1.4K -10 -0.1%
LFG
207
Larson Financial Group
Missouri
$2.19M -$69.7K -497 -3%
BP
208
BBR Partners
New York
$2.18M
GC
209
Gibson Capital
Pennsylvania
$2.1M -$403K -2,877 -16%
JIP
210
Jaffetilchin Investment Partners
Florida
$2.1M
KeyBank National Association
211
KeyBank National Association
Ohio
$2.09M -$33K -235 -2%
CCA
212
Clearwater Capital Advisors
Illinois
$2.08M +$12.5K +89 +0.6%
VFA
213
Voya Financial Advisors
Connecticut
$2.03M +$155K +1,104 +8%
CS
214
Cannell & Spears
New York
$2.02M
APSP
215
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.02M -$98.2K -700 -4%
AWM
216
AE Wealth Management
Kansas
$2M +$885K +6,310 +78%
BJL
217
Brighton Jones LLC
Washington
$1.99M +$104K +744 +5%
EWA
218
Exencial Wealth Advisors
Oklahoma
$1.99M -$106K -757 -5%
BCA
219
Berman Capital Advisors
Georgia
$1.97M -$231K -1,646 -10%
CANC
220
Culbertson A N & Co
Virginia
$1.96M +$143K +1,020 +8%
CS
221
Credit Suisse
Switzerland
$1.95M +$1.74M +12,442 +805%
PFA
222
Pathway Financial Advisors
Vermont
$1.95M -$37.7K -269 -2%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.93M +$261K +1,863 +16%
CA
224
Cetera Advisors
Colorado
$1.92M +$245K +1,747 +15%
BC
225
Burleson & Co
California
$1.91M +$51.9K +370 +3%