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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$6.61M -$416K -2,104 -6%
RFA
252
RTD Financial Advisors
Pennsylvania
$6.6M +$312K +1,578 +5%
AFO
253
Aurelius Family Office
New Hampshire
$6.57M -$197K -997 -3%
NJIM
254
Nabity-Jensen Investment Management
Nebraska
$6.55M -$18.4K -93 -0.3%
NFW
255
Noble Family Wealth
Florida
$6.52M +$140K +709 +2%
GCM
256
Granby Capital Management
Florida
$6.52M
WLIM
257
White Lighthouse Investment Management
Massachusetts
$6.39M +$258K +1,304 +4%
TW
258
Towerpoint Wealth
California
$6.38M +$80K +405 +1%
TC
259
Tacita Capital
Ontario, Canada
$6.31M -$224K -1,135 -3%
WIC
260
Whitegate Investment Counselors
New Hampshire
$6.27M -$363K -1,836 -5%
CFS
261
Cannon Financial Strategists
Georgia
$6.24M +$197K +996 +3%
FF
262
Fairway Financial
Florida
$6.23M +$141K +713 +2%
OIA
263
OneDigital Investment Advisors
Kansas
$6.21M -$1.06M -5,341 -14%
Vanguard Group
264
Vanguard Group
Pennsylvania
$6.17M +$122K +616 +2%
ABWM
265
Alpine Bank Wealth Management
Colorado
$6.11M +$6.48M +32,792 New
AA
266
Atmos Advisory
Pennsylvania
$6.09M +$176K +891 +3%
MFG
267
Merit Financial Group
Georgia
$6.08M -$4.34M -21,992 -40%
VCAM
268
Van Cleef Asset Management
Ohio
$6.06M -$51.4K -260 -0.8%
MFWP
269
Mosaic Family Wealth Partners
Missouri
$6.04M +$44.4K +225 +0.7%
MWM
270
MorganRosel Wealth Management
Colorado
$6.01M -$110K -557 -2%
AIS
271
American Investment Services
Massachusetts
$5.94M -$732K -3,707 -10%
CM
272
Cornerstone Management
Georgia
$5.87M -$175K -888 -3%
Wealthfront Advisers
273
Wealthfront Advisers
California
$5.82M +$439K +2,222 +8%
CPIG
274
Chicago Partners Investment Group
Illinois
$5.81M +$436K +2,207 +7%
GM
275
GeoWealth Management
Illinois
$5.76M -$309K -1,564 -5%