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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
251
Towerpoint Wealth
California
$7M +$300K +1,622 +5%
AWA
252
Arbor Wealth Advisors
Michigan
$6.94M
FF
253
Fairway Financial
Florida
$6.89M +$352K +1,902 +6%
NJIM
254
Nabity-Jensen Investment Management
Nebraska
$6.86M +$5.92K +32 +0.1%
GCM
255
Granby Capital Management
Florida
$6.83M
AFO
256
Aurelius Family Office
New Hampshire
$6.81M -$65.2K -352 -1%
TC
257
Tacita Capital
Ontario, Canada
$6.8M +$182K +981 +3%
GM
258
GeoWealth Management
Illinois
$6.78M +$715K +3,861 +12%
AWS
259
Atria Wealth Solutions
New York
$6.74M -$1.16M -6,258 -16%
WLIM
260
White Lighthouse Investment Management
Massachusetts
$6.72M +$23.5K +127 +0.4%
MFWP
261
Mosaic Family Wealth Partners
Missouri
$6.7M +$358K +1,936 +6%
Wealthfront Advisers
262
Wealthfront Advisers
California
$6.66M +$536K +2,897 +9%
WIC
263
Whitegate Investment Counselors
New Hampshire
$6.58M +$14.8K +80 +0.2%
EFG
264
Everhart Financial Group
Ohio
$6.58M +$746K +4,032 +14%
CFS
265
Cannon Financial Strategists
Georgia
$6.53M +$1.3K +7 +0%
CPIG
266
Chicago Partners Investment Group
Illinois
$6.39M -$107K -578 -2%
ACA
267
Ackerman Capital Advisors
Texas
$6.37M +$1.19M +6,425 +24%
AIS
268
American Investment Services
Massachusetts
$6.36M +$137K +738 +2%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$6.36M -$534K -2,884 -8%
Vanguard Group
270
Vanguard Group
Pennsylvania
$6.32M -$128K -690 -2%
AA
271
Atmos Advisory
Pennsylvania
$6.32M -$56.1K -303 -0.9%
CIA
272
Compass Ion Advisors
Pennsylvania
$6.3M -$1.45M -7,829 -19%
VCAM
273
Van Cleef Asset Management
Ohio
$6.25M -$81.6K -441 -1%
SWA
274
SOA Wealth Advisors
New York
$6.22M -$5.28M -28,519 -7%
CM
275
Cornerstone Management
Georgia
$6.18M +$31.1K +168 +0.5%