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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
251
AllianceBernstein
Tennessee
$5.79M +$746K +4,688 +15%
IHWM
252
Iron Horse Wealth Management
Iowa
$5.75M +$3.41M +21,423 +145%
Brown Advisory
253
Brown Advisory
Maryland
$5.74M +$4.17M +26,177 +262%
SMWM
254
Silvia McColl Wealth Management
California
$5.72M +$5.74M +36,022 New
BRWA
255
B. Riley Wealth Advisors
Florida
$5.69M +$497K +3,122 +10%
CFO
256
CVA Family Office
Colorado
$5.65M -$576K -3,617 -9%
H
257
HoyleCohen
California
$5.61M +$1.38M +8,650 +32%
FA
258
FDx Advisors
Illinois
$5.59M -$211K -1,324 -4%
CCA
259
Checchi Capital Advisers
California
$5.58M -$7.27M -45,673 -57%
PAG
260
Private Advisor Group
New Jersey
$5.56M -$199K -1,248 -1%
CA
261
Cornerstone Advisory
Maryland
$5.51M -$2.46M -15,473 -31%
JE
262
JMAC Enterprises
Pennsylvania
$5.49M -$243K -1,525 -4%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$5.4M -$211K -1,324 -4%
ICG
264
InterOcean Capital Group
Tennessee
$5.39M +$81.8K +514 +2%
BI
265
Berkeley Inc
Idaho
$5.35M +$3.34K +21 +0.1%
TWA
266
Tillar-Wenstrup Advisors
Ohio
$5.35M +$1.37M +8,576 +34%
MWM
267
MorganRosel Wealth Management
Colorado
$5.26M +$2.37M +14,899 +82%
RIM
268
Rockbridge Investment Management
New York
$5.18M -$749K -4,703 -13%
TIM
269
Tortoise Investment Management
New York
$5.16M -$144K -903 -3%
ACA
270
Ackerman Capital Advisors
Texas
$5.06M -$215K -1,352 -4%
CA
271
Cetera Advisors
Colorado
$4.99M +$2.42M +15,188 +94%
CFS
272
Cannon Financial Strategists
Georgia
$4.96M -$196K -1,234 -4%
CI
273
CX Institutional
Indiana
$4.95M +$1.4M +8,804 +39%
PWM
274
Perigon Wealth Management
California
$4.95M +$1.87M +11,761 +61%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$4.95M -$107K -675 -2%