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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
201
White Lighthouse Investment Management
Massachusetts
$2.07M +$47.3K +390 +2%
DY
202
Dowling & Yahnke
California
$2.04M +$131K +1,078 +5%
LIA
203
LS Investment Advisors
Michigan
$2.04M -$2.3M -18,928 -45%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.97M -$2.17M -17,906 -45%
SB
205
Simmons Bank
Arkansas
$1.94M +$165K +1,364 +7%
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$1.88M +$169K +1,392 +7%
JFA
207
Johanson Financial Advisors
California
$1.88M -$372M -3,063,790 -99%
MFG
208
Magnus Financial Group
New York
$1.88M +$272K +2,239 +12%
PMG
209
ProVise Management Group
Florida
$1.86M -$38.8K -320 -2%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$1.85M -$607K -5,004 -18%
GIM
211
Goelzer Investment Management
Indiana
$1.81M +$89K +734 +4%
SFG
212
Sage Financial Group
Pennsylvania
$1.77M -$750K -6,179 -24%
CPIG
213
Chicago Partners Investment Group
Illinois
$1.77M +$492K +4,058 +28%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77M -$71.1K -586 -3%
William Blair & Company
215
William Blair & Company
Illinois
$1.77M -$498K -4,104 -17%
BEAM
216
Baker Ellis Asset Management
Washington
$1.76M -$1.42M -11,695 -37%
DSC
217
Duncker Streett & Co
Missouri
$1.75M -$538K -4,437 -18%
NA
218
NewEdge Advisors
Louisiana
$1.74M -$203K -1,675 -8%
ACS
219
Archford Capital Strategies
Illinois
$1.7M +$1.55M +12,781 +202%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$1.69M
CWAG
221
Compton Wealth Advisory Group
Virginia
$1.67M +$1.17M +9,659 +106%
ASN
222
Advisory Services Network
Georgia
$1.67M +$769K +6,339 +51%
IWM
223
IHT Wealth Management
Illinois
$1.65M +$1.19M +9,825 +112%
FWP
224
FAS Wealth Partners
Kansas
$1.6M +$1.48M +12,177 +209%
AC
225
Asio Capital
Kentucky
$1.57M -$562K -4,632 -21%