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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
226
Kohmann Bosshard Financial Services
Ohio
$8.01M +$5.92K +32 +0.1%
AWM
227
AE Wealth Management
Kansas
$7.95M +$450K +2,432 +6%
IFS
228
Ifrah Financial Services
Arkansas
$7.94M -$110K -592 -1%
FAT
229
First American Trust
California
$7.91M +$8.33K +45 +0.1%
PSA
230
Plum Street Advisors
Louisiana
$7.84M +$112K +605 +2%
RFA
231
RTD Financial Advisors
Pennsylvania
$7.62M +$677K +3,658 +10%
FCM
232
Fortis Capital Management
Washington
$7.58M +$13.3K +72 +0.2%
FFA
233
Farther Finance Advisors
California
$7.57M -$101K -544 -1%
BFS
234
Bradley Foster & Sargent
Connecticut
$7.57M -$609K -3,290 -8%
SLWA
235
San Luis Wealth Advisors
California
$7.52M +$7.14M +38,583 New
CFO
236
Collective Family Office
Pennsylvania
$7.5M +$127K +685 +2%
RZH
237
Relyea Zuckerberg Hanson
Connecticut
$7.49M -$156K -841 -2%
CWM
238
Cornerstone Wealth Management
Missouri
$7.44M +$100K +540 +1%
SWM
239
Sterling Wealth Management
Illinois
$7.43M +$7.05M +38,105 New
Prudential Financial
240
Prudential Financial
New Jersey
$7.41M – – –
CC
241
Courier Capital
New York
$7.36M +$97.9K +529 +1%
QC
242
Quent Capital
New York
$7.33M +$22.8K +123 +0.3%
NHC
243
Nicholas Hoffman & Company
Georgia
$7.3M -$12.4K -67 -0.2%
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$7.23M +$124K +672 +2%
LFP
245
Leeward Financial Partners
Washington
$7.19M -$13.5K -73 -0.2%
ST
246
Spinnaker Trust
Maine
$7.18M -$59.6K -322 -0.9%
NFW
247
Noble Family Wealth
Florida
$7.12M +$272K +1,472 +4%
WT
248
Whittier Trust
California
$7.1M +$46.3K +250 +0.7%
ONB
249
Old National Bancorp
Indiana
$7.01M -$891K -4,816 -12%
TW
250
Towerpoint Wealth
California
$7M +$300K +1,622 +5%