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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
276
Davenport & Co
Virginia
$4.92M +$150K +896 +3%
TW
277
Towerpoint Wealth
California
$4.91M +$190K +1,139 +4%
CFS
278
Cannon Financial Strategists
Georgia
$4.91M -$85.6K -512 -2%
ATPW
279
Ashton Thomas Private Wealth
Arizona
$4.91M -$21.4K -128 -0.4%
ACA
280
Ackerman Capital Advisors
Texas
$4.87M -$133K -795 -3%
MWA
281
Monograph Wealth Advisors
California
$4.85M +$3.68K +22 +0.1%
AA
282
Atmos Advisory
Pennsylvania
$4.78M +$176K +1,055 +4%
AI
283
Atria Investments
North Carolina
$4.76M +$539K +3,226 +12%
CWM
284
Chemistry Wealth Management
New York
$4.74M +$13.5K +81 +0.3%
CA
285
Cornerstone Advisory
Maryland
$4.7M -$206K -1,231 -4%
BDF
286
Black Diamond Financial
Maryland
$4.7M +$159K +952 +3%
MCM
287
MAI Capital Management
Ohio
$4.68M -$454K -2,718 -8%
SSW
288
Stone Summit Wealth
Florida
$4.64M +$386K +2,306 +9%
PWAG
289
Polaris Wealth Advisory Group
California
$4.62M -$203K -1,212 -4%
FM
290
Foster & Motley
Ohio
$4.61M -$703K -4,207 -13%
IA
291
IFP Advisors
Florida
$4.59M -$1.12M -6,714 -19%
SFO
292
Stokes Family Office
Louisiana
$4.54M -$114K -684 -2%
FA
293
FDx Advisors
Illinois
$4.54M -$525K -3,143 -10%
MCCP
294
Mission Creek Capital Partners
California
$4.53M +$224K +1,340 +5%
EWA
295
EP Wealth Advisors
California
$4.53M -$67.4M -403,059 -93%
CI
296
CX Institutional
Indiana
$4.46M -$852K -5,095 -15%
MFWP
297
Mosaic Family Wealth Partners
Missouri
$4.42M -$6.52K -39 -0.1%
WP
298
WealthShield Partners
North Carolina
$4.4M +$386K +2,309 +9%
FTS
299
Fifth Third Securities
Ohio
$4.38M +$588K +3,515 +15%
HP
300
Hyperion Partners
Pennsylvania
$4.34M +$121K +724 +3%