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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sterling Wealth Management
Illinois
$7.41M
QC
227
Quent Capital
New York
$7.4M +$11.6K +63 +0.2%
TC
228
Tacita Capital
Ontario, Canada
$7.39M -$41.4K -224 -0.6%
SRC
229
Shufro Rose & Co
New York
$7.38M +$518K +2,803 +7%
BDF
230
Black Diamond Financial
Maryland
$7.31M +$1.61M +8,724 +28%
FCM
231
Fortis Capital Management
Washington
$7.29M -$27K -146 -0.4%
FCI
232
Financial Counselors Inc
Kansas
$7.25M +$365K +1,975 +5%
OFP
233
OLIO Financial Planning
Virginia
$7.24M -$17K -92 -0.2%
DC
234
Davenport & Co
Virginia
$7.23M +$672K +3,638 +10%
SIA
235
Spectrum Investment Advisors
Wisconsin
$7.2M +$42.1K +228 +0.6%
NHC
236
Nicholas Hoffman & Company
Georgia
$7.08M +$110K +595 +2%
H
237
HoyleCohen
California
$7.08M -$17.2K -93 -0.2%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$7.01M -$1.65M -8,912 -19%
AllianceBernstein
239
AllianceBernstein
Tennessee
$6.97M +$378K +2,046 +6%
CWA
240
Cornerstone Wealth Advisors
Minnesota
$6.95M +$455K +2,464 +7%
ACA
241
Atlas Capital Advisors
Wyoming
$6.94M +$13.5K +73 +0.2%
CM
242
Cornerstone Management
Georgia
$6.91M +$103K +557 +1%
SMWM
243
Silvia McColl Wealth Management
California
$6.82M +$48K +260 +0.7%
SC
244
Swan Capital
Florida
$6.74M -$2.98M -16,152 -30%
KWM
245
Kaydan Wealth Management
Michigan
$6.73M +$6.82M +36,899 New
CC
246
Courier Capital
New York
$6.69M -$22.2K -120 -0.3%
ST
247
Spinnaker Trust
Maine
$6.67M -$554 -3 -0%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$6.65M +$6.73M +36,424 New
JIC
249
Joel Isaacson & Co
New York
$6.63M +$93.7K +507 +1%
AIS
250
American Investment Services
Massachusetts
$6.62M -$73.9K -400 -1%