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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
251
Davenport & Co
Virginia
$6.9M +$280K +1,554 +5%
JIC
252
Joel Isaacson & Co
New York
$6.87M +$468K +2,591 +8%
SMWM
253
Silvia McColl Wealth Management
California
$6.85M -$271K -1,503 -4%
FFA
254
Farther Finance Advisors
California
$6.84M -$1.07M -5,929 -14%
MCCP
255
Mission Creek Capital Partners
California
$6.83M +$758K +4,203 +13%
BI
256
Berkeley Inc
Idaho
$6.83M -$149K -823 -2%
CWA
257
Cornerstone Wealth Advisors
Minnesota
$6.83M +$435K +2,411 +7%
NJIM
258
Nabity-Jensen Investment Management
Nebraska
$6.72M -$27.4K -152 -0.4%
GCM
259
Granby Capital Management
Florida
$6.72M
AWA
260
Arbor Wealth Advisors
Michigan
$6.67M +$6.32K +35 +0.1%
RFA
261
RTD Financial Advisors
Pennsylvania
$6.63M -$50.5K -280 -0.8%
NFW
262
Noble Family Wealth
Florida
$6.58M -$244K -1,350 -4%
AWM
263
AE Wealth Management
Kansas
$6.54M -$16.6M -92,176 -73%
FAT
264
First American Trust
California
$6.54M +$253K +1,403 +4%
PFPT
265
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.52M +$520K +2,879 +9%
TIM
266
Tortoise Investment Management
New York
$6.51M +$194K +1,074 +3%
First Manhattan
267
First Manhattan
New York
$6.47M -$252K -1,397 -4%
ATPW
268
Ashton Thomas Private Wealth
Arizona
$6.41M +$434K +2,403 +8%
KPWS
269
Kestra Private Wealth Services
Texas
$6.4M +$313K +1,737 +5%
VCAM
270
Van Cleef Asset Management
Ohio
$6.38M -$38.6K -214 -0.6%
SSW
271
Stone Summit Wealth
Florida
$6.37M +$513K +2,843 +9%
BRWA
272
B. Riley Wealth Advisors
Florida
$6.37M +$975K +5,402 +16%
TW
273
Towerpoint Wealth
California
$6.31M +$173K +959 +3%
CFS
274
Cannon Financial Strategists
Georgia
$6.29M +$23.8K +132 +0.4%
IC
275
Innealta Capital
Texas
$6.23M +$1.26K +7 +0%