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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Monograph Wealth Advisors
California
$5.03M -$11K -70 -0.2%
PWAG
277
Polaris Wealth Advisory Group
California
$4.99M +$4.75M +30,152 New
CWA
278
Cornerstone Wealth Advisors
Minnesota
$4.97M +$216K +1,374 +5%
DC
279
Davenport & Co
Virginia
$4.95M +$349K +2,215 +8%
PFO
280
Pathstone Family Office
New Jersey
$4.91M +$198K +1,256 +4%
CWM
281
Chemistry Wealth Management
New York
$4.91M +$105K +669 +2%
TW
282
Towerpoint Wealth
California
$4.9M +$248K +1,574 +6%
LSA
283
Lansing Street Advisors
Pennsylvania
$4.89M -$312K -1,981 -6%
JIC
284
Joel Isaacson & Co
New York
$4.89M +$187K +1,185 +4%
TA
285
TFB Advisors
Kansas
$4.83M +$1.34M +8,515 +41%
SFO
286
Stokes Family Office
Louisiana
$4.83M +$81.4K +517 +2%
CA
287
CGN Advisors
Kansas
$4.81M +$204K +1,298 +5%
AA
288
Atmos Advisory
Pennsylvania
$4.78M +$69.9K +444 +2%
BDF
289
Black Diamond Financial
Maryland
$4.71M +$436K +2,770 +11%
Citigroup
290
Citigroup
New York
$4.67M +$1.01M +6,446 +30%
MFWP
291
Mosaic Family Wealth Partners
Missouri
$4.59M -$176K -1,118 -4%
MCCP
292
Mission Creek Capital Partners
California
$4.47M +$359K +2,281 +9%
SSW
293
Stone Summit Wealth
Florida
$4.43M +$222K +1,410 +6%
AI
294
Atria Investments
North Carolina
$4.4M -$2.55M -16,226 -38%
EP
295
Eudaimonia Partners
Tennessee
$4.4M -$717K -4,552 -15%
HP
296
Hyperion Partners
Pennsylvania
$4.38M +$124K +785 +3%
MCM
297
Manchester Capital Management
Vermont
$4.37M
CPIG
298
Chicago Partners Investment Group
Illinois
$4.37M +$1.17M +7,439 +42%
LFS
299
Lutz Financial Services
Nebraska
$4.37M -$249K -1,580 -6%
IFPL
300
Investments & Financial Planning LLC
Kentucky
$4.36M -$305K -1,935 -7%