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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
CGN Advisors
Kansas
$4.67M +$440K +2,791 +11%
SWA
252
SOA Wealth Advisors
New York
$4.67M -$19.8K -126 -0.4%
CFO
253
CVA Family Office
Colorado
$4.58M +$3.78M +23,973 +648%
BAIA
254
Bel Air Investment Advisors
California
$4.55M +$4.33M +27,467 New
NWM
255
Northwest Wealth Management
Iowa
$4.51M -$277K -1,756 -6%
WP
256
WealthShield Partners
North Carolina
$4.48M -$329K -2,089 -7%
William Blair & Company
257
William Blair & Company
Illinois
$4.47M +$352K +2,237 +9%
RWA
258
Redhawk Wealth Advisors
Minnesota
$4.44M -$1.28M -8,132 -23%
GIM
259
Goelzer Investment Management
Indiana
$4.42M -$346K -2,194 -8%
SFO
260
Stokes Family Office
Louisiana
$4.42M +$12.8K +81 +0.3%
CL
261
CSS LLC
Illinois
$4.42M +$4.2M +26,662 New
CWM
262
Cranbrook Wealth Management
Michigan
$4.25M -$294K -1,868 -7%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17M +$117K +740 +3%
VA
264
Valmark Advisers
Ohio
$4.1M +$3.23M +20,536 +486%
IHWM
265
Iron Horse Wealth Management
Iowa
$4.08M +$182K +1,157 +5%
AIC
266
Ameritas Investment Company
Nebraska
$4.07M +$3.12M +19,799 +417%
BFS
267
Bard Financial Services
Connecticut
$4.05M +$243K +1,542 +7%
FI
268
FormulaFolio Investments
Michigan
$4.02M -$31.9M -202,493 -90%
ACS
269
Archford Capital Strategies
Illinois
$4M +$12.4K +79 +0.3%
WCM
270
Windham Capital Management
Massachusetts
$3.96M
IA
271
IFP Advisors
Florida
$3.95M +$996K +6,323 +36%
WT
272
Whittier Trust
California
$3.87M -$48.2K -306 -1%
HIP
273
HUB Investment Partners
Texas
$3.87M +$3.68M +23,360 New
PMG
274
ProVise Management Group
Florida
$3.77M -$126K -801 -3%
FWP
275
FAS Wealth Partners
Kansas
$3.72M +$113K +716 +3%