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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$279K -$75.9K -806 -23%
CAN
252
Cetera Advisor Networks
California
$278K -$102K -1,079 -28%
FWP
253
FAS Wealth Partners
Kansas
$276K -$353K -3,753 -58%
Citadel Advisors
254
Citadel Advisors
Florida
$275K -$564K -5,991 -69%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$275K -$301K -3,198 -54%
CAM
256
Cubic Asset Management
Massachusetts
$275K -$240K -2,550 -49%
GWM
257
Gupta Wealth Management
California
$268K -$28K -297 -10%
WFG
258
Wills Financial Group
Virginia
$264K +$2.54K +27 +1%
BFPW
259
BOK Financial Private Wealth
Colorado
$263K
VCM
260
Versant Capital Management
Arizona
$262K +$62K +659 +34%
NP
261
NorthRock Partners
Minnesota
$253K +$234K +2,490 New
NAMP
262
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$252K
ASN
263
Advisory Services Network
Georgia
$250K +$31.3K +333 +16%
CB
264
Commerce Bank
Missouri
$245K +$15.9K +169 +8%
LFA
265
Landmark Financial Advisors
Kentucky
$244K +$226K +2,400 New
AWMS
266
Advocacy Wealth Management Services
Georgia
$242K -$500K -5,310 -69%
RMCM
267
Reynders McVeigh Capital Management
Massachusetts
$242K +$6.96K +74 +3%
SC
268
SouthState Corp
Florida
$241K
DPI
269
Diversified Portfolios Inc
Michigan
$237K
BWM
270
Braver Wealth Management
Massachusetts
$233K +$215K +2,285 New
PFA
271
Paradigm Financial Advisors
Missouri
$230K +$213K +2,265 New
NFG
272
Next Financial Group
Texas
$227K
BWFM
273
Bridgewater Wealth & Financial Management
Maryland
$226K +$208K +2,214 New
MHS
274
M Holdings Securities
Oregon
$224K +$207K +2,202 New
OBWP
275
O'Brien Wealth Partners
Massachusetts
$223K -$119K -1,264 -37%