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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
251
Eaton Vance Management
Massachusetts
$4.87M -$55.3K -319 -1%
MSWMA
252
Market Street Wealth Management Advisors
Indiana
$4.83M -$657K -3,792 -12%
BAIA
253
Bel Air Investment Advisors
California
$4.77M -$3.47K -20 -0.1%
FCM
254
Firestone Capital Management
Florida
$4.69M +$989K +5,707 +27%
SFO
255
Stokes Family Office
Louisiana
$4.6M -$26.7K -154 -0.6%
ACS
256
Archford Capital Strategies
Illinois
$4.59M +$496K +2,863 +12%
RWA
257
Redhawk Wealth Advisors
Minnesota
$4.53M -$124K -714 -3%
IHWM
258
Iron Horse Wealth Management
Iowa
$4.49M +$217K +1,253 +5%
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.45M +$84K +485 +2%
WP
260
WealthShield Partners
North Carolina
$4.31M -$391K -2,254 -8%
CWM
261
Cranbrook Wealth Management
Michigan
$4.29M -$164K -947 -4%
SFS
262
Sowell Financial Services
Arkansas
$4.28M -$27.9M -161,211 -87%
WLIM
263
White Lighthouse Investment Management
Massachusetts
$4.28M +$379K +2,189 +10%
NWM
264
Northwest Wealth Management
Iowa
$4.26M -$474K -2,737 -10%
BFS
265
Bard Financial Services
Connecticut
$4.25M -$1.39K -8 -0%
GIM
266
Goelzer Investment Management
Indiana
$4.22M -$416K -2,402 -9%
TRCT
267
Tower Research Capital (TRC)
New York
$4.22M +$4.21M +24,299 New
TCWA
268
Ten Capital Wealth Advisors
Washington
$4.17M +$594K +3,428 +17%
WCM
269
Windham Capital Management
Massachusetts
$4.15M
IA
270
IFP Advisors
Florida
$4.12M -$21.5K -124 -0.5%
ST
271
Sageworth Trust
Pennsylvania
$4.1M +$199K +1,149 +5%
First Manhattan
272
First Manhattan
New York
$4.09M -$1.94M -11,210 -32%
ML
273
McAdam LLC
Pennsylvania
$4.08M +$1.86M +10,724 +82%
WT
274
Whittier Trust
California
$4.06M
KWM
275
Kingsview Wealth Management
Oregon
$4.01M +$2M +11,520 +100%