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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
$6.08M +$240K +1,329 +4%
MWM
277
MorganRosel Wealth Management
Colorado
$6.08M +$414K +2,296 +8%
WLIM
278
White Lighthouse Investment Management
Massachusetts
$6.07M -$361 -2 -0%
ACS
279
Archford Capital Strategies
Illinois
$6.05M -$2.99M -16,569 -34%
AWE
280
Avidian Wealth Enterprises
Texas
$6.04M -$325K -1,802 -5%
LFP
281
Leeward Financial Partners
Washington
$5.91M +$705K +3,908 +15%
GB
282
Goepper Burkhardt
South Carolina
$5.9M -$268K -1,483 -5%
CA
283
Cornerstone Advisory
Maryland
$5.88M +$36.1K +200 +0.7%
KCPG
284
Kavar Capital Partners Group
Kansas
$5.87M -$5.6M -31,015 -50%
PFA
285
Pure Financial Advisors
California
$5.69M +$171K +946 +3%
RIM
286
Rockbridge Investment Management
New York
$5.67M -$154K -856 -3%
FMTCOCP
287
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.66M +$566K +3,139 +12%
Vanguard Group
288
Vanguard Group
Pennsylvania
$5.64M +$329K +1,822 +7%
BDF
289
Black Diamond Financial
Maryland
$5.64M
CFO
290
CVA Family Office
Colorado
$5.64M -$284K -1,574 -5%
CWM
291
Chemistry Wealth Management
New York
$5.57M -$93.8K -520 -2%
AA
292
Atmos Advisory
Pennsylvania
$5.56M -$165K -913 -3%
CPIG
293
Chicago Partners Investment Group
Illinois
$5.49M +$226K +1,251 +4%
MFWP
294
Mosaic Family Wealth Partners
Missouri
$5.48M +$339K +1,881 +7%
CA
295
CGN Advisors
Kansas
$5.43M +$87.9K +487 +2%
HP
296
Hyperion Partners
Pennsylvania
$5.36M +$92.2K +511 +2%
RA
297
RFG Advisory
Alabama
$5.33M +$1.77M +9,792 +54%
ML
298
Mayport LLC
Massachusetts
$5.28M +$605K +3,355 +14%
TI
299
Truepoint Inc
Ohio
$5.27M +$1.24M +6,867 +33%
AWM
300
Apollon Wealth Management
South Carolina
$5.27M -$11.7M -64,953 -70%