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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Prosperity Planning
Missouri
$8.97M -$124K -592 -1%
Brown Advisory
227
Brown Advisory
Maryland
$8.81M -$108K -518 -1%
ACA
228
Atlas Capital Advisors
Wyoming
$8.74M +$8.64M +41,257 New
SP
229
Symmetry Partners
Connecticut
$8.7M -$5.87M -28,052 -41%
AWA
230
Arkadios Wealth Advisors
Georgia
$8.68M +$3.29M +15,692 +62%
SMWM
231
Silvia McColl Wealth Management
California
$8.63M -$54K -258 -0.6%
FAT
232
First American Trust
California
$8.57M +$11.9K +57 +0.1%
TCWM
233
Total Clarity Wealth Management
Illinois
$8.56M +$772K +3,686 +10%
CWA
234
Cornerstone Wealth Advisors
Minnesota
$8.55M +$165K +786 +2%
IFS
235
Ifrah Financial Services
Arkansas
$8.5M -$92.8K -443 -1%
NFW
236
Noble Family Wealth
Florida
$8.47M +$510K +2,434 +6%
MFP
237
Meramec Financial Planners
Missouri
$8.43M +$7.61M +36,325 New
FCM
238
Fortis Capital Management
Washington
$8.34M +$84.6K +404 +1%
PSA
239
Plum Street Advisors
Louisiana
$8.32M -$102K -485 -1%
ONB
240
Old National Bancorp
Indiana
$8.27M +$712K +3,401 +10%
LFP
241
Leeward Financial Partners
Washington
$8.21M -$107K -511 -1%
EFG
242
Everhart Financial Group
Ohio
$8.09M +$390K +1,863 +5%
CC
243
Courier Capital
New York
$8.08M +$55.9K +267 +0.7%
OCA
244
OpenArc Corporate Advisory
Georgia
$8.07M +$7.98M +38,107 New
RFA
245
RTD Financial Advisors
Pennsylvania
$8.06M -$201K -960 -2%
SC
246
Swan Capital
Florida
$8.05M -$411K -1,964 -5%
AAP
247
Arax Advisory Partners
Colorado
$8.01M +$7.92M +37,828 New
NHC
248
Nicholas Hoffman & Company
Georgia
$8M +$18.4K +88 +0.2%
OP
249
Oath Planning
Oklahoma
$7.98M +$7.89M +37,690 New
TW
250
Towerpoint Wealth
California
$7.97M +$162K +775 +2%