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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Manchester Capital Management
Vermont
$4.83M +$1.73M +10,541 +49%
IFPL
252
Investments & Financial Planning LLC
Kentucky
$4.83M -$214K -1,308 -4%
CFS
253
Cannon Financial Strategists
Georgia
$4.77M -$129K -788 -2%
RZH
254
Relyea Zuckerberg Hanson
Connecticut
$4.72M -$3.78M -23,049 -42%
WLIM
255
White Lighthouse Investment Management
Massachusetts
$4.67M +$154K +942 +3%
OFP
256
OLIO Financial Planning
Virginia
$4.63M +$768K +4,685 +18%
SFG
257
SNS Financial Group
Minnesota
$4.59M -$401K -2,447 -7%
MWA
258
Monograph Wealth Advisors
California
$4.55M +$164 +1 +0%
WIC
259
Willis Investment Counsel
Georgia
$4.55M +$4.99M +30,405 New
VIA
260
Vickerman Investment Advisors
Washington
$4.54M +$121K +736 +2%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$4.53M +$583K +3,558 +13%
LFS
262
Lutz Financial Services
Nebraska
$4.52M +$305K +1,857 +7%
MCWS
263
McKinley Carter Wealth Services
West Virginia
$4.51M -$994K -6,061 -17%
ICG
264
InterOcean Capital Group
Tennessee
$4.47M -$314K -1,915 -6%
MMA
265
Miracle Mile Advisors
California
$4.45M -$28.5K -174 -0.6%
First Manhattan
266
First Manhattan
New York
$4.39M +$239K +1,459 +5%
CWA
267
Cornerstone Wealth Advisors
Minnesota
$4.34M -$195K -1,192 -4%
LSA
268
Lansing Street Advisors
Pennsylvania
$4.3M +$364K +2,218 +8%
CWM
269
Capital Wealth Management
Rhode Island
$4.29M -$129K -784 -3%
SPC
270
Sigma Planning Corp
Michigan
$4.18M -$99.5K -607 -2%
EP
271
Eudaimonia Partners
Tennessee
$4.16M +$4.55M +27,735 New
CA
272
CGN Advisors
Kansas
$4.13M -$749K -4,567 -14%
TW
273
Towerpoint Wealth
California
$4.12M -$959K -5,848 -18%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M -$10.2K -62 -0.2%
SFM
275
Signet Financial Management
New Jersey
$4.04M -$52.8K -322 -1%