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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Smithfield Trust
Pennsylvania
$2.25M -$77K -549 -3%
HFS
202
HL Financial Services
Kentucky
$2.24M +$241K +1,720 +12%
BRWM
203
B. Riley Wealth Management
Tennessee
$2.23M +$2.25M +16,022 New
FAIM
204
Financial Advocates Investment Management
Washington
$2.22M +$228K +1,623 +11%
WP
205
WealthShield Partners
North Carolina
$2.21M -$1.4K -10 -0.1%
LFG
206
Larson Financial Group
Missouri
$2.19M -$69.7K -497 -3%
BP
207
BBR Partners
New York
$2.18M – – –
GC
208
Gibson Capital
Pennsylvania
$2.1M -$403K -2,877 -16%
JIP
209
Jaffetilchin Investment Partners
Florida
$2.1M – – –
KeyBank National Association
210
KeyBank National Association
Ohio
$2.09M -$33K -235 -2%
CCA
211
Clearwater Capital Advisors
Illinois
$2.08M +$12.5K +89 +0.6%
VFA
212
Voya Financial Advisors
Connecticut
$2.03M +$155K +1,104 +8%
CS
213
Cannell & Spears
New York
$2.02M – – –
APSP
214
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.02M -$98.2K -700 -4%
AWM
215
AE Wealth Management
Kansas
$2M +$885K +6,310 +78%
BJL
216
Brighton Jones LLC
Washington
$1.99M +$104K +744 +5%
EWA
217
Exencial Wealth Advisors
Oklahoma
$1.99M -$106K -757 -5%
BCA
218
Berman Capital Advisors
Georgia
$1.97M -$231K -1,646 -10%
CANC
219
Culbertson A N & Co
Virginia
$1.96M +$143K +1,020 +8%
CS
220
Credit Suisse
Switzerland
$1.95M +$1.74M +12,442 +805%
PFA
221
Pathway Financial Advisors
Vermont
$1.95M -$37.7K -269 -2%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1.93M +$261K +1,863 +16%
CA
223
Cetera Advisors
Colorado
$1.92M +$245K +1,747 +15%
BC
224
Burleson & Co
California
$1.91M +$51.9K +370 +3%
SWM
225
SVA Wealth Management
Wisconsin
$1.87M – – –