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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Nations Financial Group
Iowa
$287K -$47.6K -506 -15%
BRWA
252
B. Riley Wealth Advisors
Florida
$279K -$75.9K -806 -23%
CAN
253
Cetera Advisor Networks
California
$278K -$102K -1,079 -28%
FWP
254
FAS Wealth Partners
Kansas
$276K -$353K -3,753 -58%
Citadel Advisors
255
Citadel Advisors
Florida
$275K -$564K -5,991 -69%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$275K -$301K -3,198 -54%
CAM
257
Cubic Asset Management
Massachusetts
$275K -$240K -2,550 -49%
GWM
258
Gupta Wealth Management
California
$268K -$28K -297 -10%
WFG
259
Wills Financial Group
Virginia
$264K +$2.54K +27 +1%
BFPW
260
BOK Financial Private Wealth
Colorado
$263K – – –
VCM
261
Versant Capital Management
Arizona
$262K +$62K +659 +34%
NP
262
NorthRock Partners
Minnesota
$253K +$234K +2,490 New
NAMP
263
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$252K – – –
ASN
264
Advisory Services Network
Georgia
$250K +$31.3K +333 +16%
CB
265
Commerce Bank
Missouri
$245K +$15.9K +169 +8%
LFA
266
Landmark Financial Advisors
Kentucky
$244K +$226K +2,400 New
AWMS
267
Advocacy Wealth Management Services
Georgia
$242K -$500K -5,310 -69%
RMCM
268
Reynders McVeigh Capital Management
Massachusetts
$242K +$6.96K +74 +3%
SC
269
SouthState Corp
Florida
$241K – – –
DPI
270
Diversified Portfolios Inc
Michigan
$237K – – –
BWM
271
Braver Wealth Management
Massachusetts
$233K +$215K +2,285 New
PFA
272
Paradigm Financial Advisors
Missouri
$230K +$213K +2,265 New
NFG
273
Next Financial Group
Texas
$227K – – –
BWFM
274
Bridgewater Wealth & Financial Management
Maryland
$226K +$208K +2,214 New
MHS
275
M Holdings Securities
Oregon
$224K +$207K +2,202 New