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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$7.35M +$436K +2,123 +6%
CC
252
Courier Capital
New York
$7.29M +$26.5K +129 +0.4%
ATPW
253
Ashton Thomas Private Wealth
Arizona
$7.23M +$650K +3,166 +10%
WT
254
Whittier Trust
California
$7.2M +$784K +3,818 +12%
AFO
255
Aurelius Family Office
New Hampshire
$7.19M +$7.45M +36,276 New
LFP
256
Leeward Financial Partners
Washington
$7.13M +$310K +1,509 +4%
FAT
257
First American Trust
California
$7.07M -$99.8K -486 -1%
AIS
258
American Investment Services
Massachusetts
$7.05M -$27.7K -135 -0.4%
WIC
259
Whitegate Investment Counselors
New Hampshire
$7.04M -$4.2M -20,448 -37%
AWA
260
Arbor Wealth Advisors
Michigan
$7.02M +$104K +509 +1%
NJIM
261
Nabity-Jensen Investment Management
Nebraska
$6.98M -$5.13K -25 -0.1%
TC
262
Tacita Capital
Ontario, Canada
$6.94M -$865K -4,216 -11%
GCM
263
Granby Capital Management
Florida
$6.94M
NFW
264
Noble Family Wealth
Florida
$6.78M +$5.75K +28 +0.1%
FMTCOCP
265
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.77M +$841K +4,095 +14%
TW
266
Towerpoint Wealth
California
$6.71M +$8.01K +39 +0.1%
RFA
267
RTD Financial Advisors
Pennsylvania
$6.7M -$88.9K -433 -1%
PFPT
268
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.69M +$90.3K +440 +1%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$6.68M +$305K +1,486 +5%
ML
270
Mayport LLC
Massachusetts
$6.67M +$491K +2,393 +8%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$6.54M +$151K +734 +2%
AA
272
Advisory Alpha
Michigan
$6.52M -$65.9K -321 -1%
QWM
273
Quadcap Wealth Management
Texas
$6.51M +$14.8K +72 +0.2%
MWM
274
MorganRosel Wealth Management
Colorado
$6.51M -$4.31K -21 -0.1%
First Manhattan
275
First Manhattan
New York
$6.5M -$736K -3,583 -10%