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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
251
EWA LLC
Pennsylvania
$5.63M +$6.11M +36,897 New
ICG
252
InterOcean Capital Group
Tennessee
$5.6M +$221K +1,336 +4%
NFW
253
Noble Family Wealth
Florida
$5.6M +$5.84M +35,258 New
FA
254
FDx Advisors
Illinois
$5.59M
AllianceBernstein
255
AllianceBernstein
Tennessee
$5.59M -$210K -1,266 -3%
HWM
256
HFG Wealth Management
Texas
$5.53M +$5.77M +34,830 New
AWE
257
Avidian Wealth Enterprises
Texas
$5.51M +$5.74M +34,685 New
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$5.49M +$96.2K +581 +2%
BI
259
Berkeley Inc
Idaho
$5.46M +$116K +699 +2%
JE
260
JMAC Enterprises
Pennsylvania
$5.4M -$93K -562 -2%
CA
261
Cornerstone Advisory
Maryland
$5.36M -$157K -950 -3%
CI
262
CX Institutional
Indiana
$5.26M +$316K +1,907 +6%
TIM
263
Tortoise Investment Management
New York
$5.16M +$6.79K +41 +0.1%
RIM
264
Rockbridge Investment Management
New York
$5.13M -$51.3K -310 -1%
PWM
265
Perigon Wealth Management
California
$5.06M +$119K +719 +2%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$5.06M +$118K +715 +2%
CA
267
Cetera Advisors
Colorado
$5.04M +$56.8K +343 +1%
LSA
268
Lansing Street Advisors
Pennsylvania
$5.01M +$142K +858 +3%
ACA
269
Ackerman Capital Advisors
Texas
$5M -$63.2K -382 -1%
MWM
270
Meridian Wealth Management
Kentucky
$4.98M +$3.67M +22,177 +241%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$4.97M +$25.7K +155 +0.5%
EP
272
Eudaimonia Partners
Tennessee
$4.94M +$189K +1,141 +4%
VAM
273
Verity Asset Management
North Carolina
$4.94M +$2.17M +13,088 +73%
CFS
274
Cannon Financial Strategists
Georgia
$4.92M -$36.1K -218 -0.7%
SCI
275
Stableford Capital II
Arizona
$4.89M +$5.1M +30,801 New