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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
E
226
ETFidea
New York
$7.88M +$176K +1,078 +3%
IHWM
227
Iron Horse Wealth Management
Iowa
$7.88M +$227K +1,393 +3%
MIS
228
Morningstar Investment Services
Illinois
$7.86M +$3.45M +21,164 +96%
MWM
229
Meridian Wealth Management
Kentucky
$7.71M +$865K +5,298 +14%
SFG
230
Sage Financial Group
Pennsylvania
$7.63M -$141K -866 -2%
PP
231
PrairieView Partners
Minnesota
$7.62M +$297K +1,821 +4%
FCM
232
Firestone Capital Management
Florida
$7.58M +$361K +2,213 +6%
FFA
233
Farther Finance Advisors
California
$7.54M +$3.63M +22,227 +113%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$7.52M +$5.11M +31,317 +299%
PWM
235
Perigon Wealth Management
California
$7.49M +$490K +2,999 +8%
QC
236
Quent Capital
New York
$7.37M +$248K +1,518 +4%
ODA
237
One Degree Advisors
California
$7.36M +$6.88M +42,122 New
JE
238
JMAC Enterprises
Pennsylvania
$7.35M +$617K +3,781 +10%
SWM
239
Sterling Wealth Management
Illinois
$7.29M +$6.62M +40,532 New
OFP
240
OLIO Financial Planning
Virginia
$7.28M -$10.8K -66 -0.2%
FCI
241
Financial Counselors Inc
Kansas
$7.24M -$410K -2,510 -6%
PA
242
Parallel Advisors
California
$7.22M -$439K -2,687 -6%
I
243
INVST
Indiana
$7.18M -$53.5K -328 -0.8%
PLU
244
Performa Ltd (US)
South Carolina
$7.16M +$829K +5,079 +15%
FCM
245
Fortis Capital Management
Washington
$7.16M +$31K +190 +0.5%
H
246
HoyleCohen
California
$7.14M +$198K +1,214 +3%
FHA
247
First Horizon Advisors
Tennessee
$7.14M -$18.3K -112 -0.3%
GI
248
Glovista Investments
New Jersey
$6.99M +$6.34M +38,816 New
AM
249
AGF Management
Ontario, Canada
$6.99M -$499K -3,055 -7%
TC
250
Tacita Capital
Ontario, Canada
$6.97M -$660K -4,045 -9%