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Vanguard S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
51
Relyea Zuckerberg Hanson
Connecticut
$1.69M +$43.5K +532 +3%
RDWM
52
Red Door Wealth Management
Tennessee
$1.6M -$26.8K -328 -2%
IFG
53
Independent Financial Group
California
$1.53M +$16.8K +206 +1%
Creative Planning
54
Creative Planning
Kansas
$1.41M -$14.2K -174 -1%
IIC
55
Integrated Investment Consultants
Michigan
$1.39M +$57.7K +706 +5%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$1.37M -$119K -1,460 -9%
FAIM
57
Financial Advocates Investment Management
Washington
$1.3M -$213K -2,602 -15%
AWA
58
Arete Wealth Advisors
Illinois
$1.17M +$1.1M +13,438 New
RA
59
Rodgers & Associates
Pennsylvania
$1.11M -$165K -2,014 -14%
WA
60
Wealth Architects
California
$1.05M -$139K -1,700 -12%
KW
61
KWB Wealth
California
$928K -$95.8K -1,172 -10%
DADC
62
D.A. Davidson & Co
Montana
$877K +$824K +10,078 New
KWM
63
Kingsview Wealth Management
Oregon
$774K +$720K +8,802 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$753K
AWM
65
AE Wealth Management
Kansas
$750K +$435K +5,318 +161%
SFO
66
Stokes Family Office
Louisiana
$683K -$362K -4,430 -35%
BA
67
Bristlecone Advisors
Washington
$679K
First Trust Advisors
68
First Trust Advisors
Illinois
$628K +$590K +7,216 New
CS
69
Comerica Securities
Michigan
$627K +$27K +330 +5%
FWP
70
FAS Wealth Partners
Kansas
$618K +$3.6K +44 +0.6%
SAM
71
Silvercrest Asset Management
New York
$611K +$574K +7,022 New
SFS
72
Sowell Financial Services
Arkansas
$570K +$8.01K +98 +2%
AWM
73
Avior Wealth Management
Nebraska
$560K -$16.8K -206 -3%
LFA
74
Legend Financial Advisors
Pennsylvania
$541K +$509K +6,220 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$529K -$59.5K -728 -11%