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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Smartleaf Asset Management
Massachusetts
$7.33M +$989K +4,426 +15%
VCAM
277
Van Cleef Asset Management
Ohio
$7.3M +$523K +2,340 +7%
BFS
278
Bradley Foster & Sargent
Connecticut
$7.28M -$802K -3,586 -10%
CPIG
279
Chicago Partners Investment Group
Illinois
$7.27M +$130K +580 +2%
SWM
280
Sterling Wealth Management
Illinois
$7.26M -$2.01K -9 -0%
GM
281
GeoWealth Management
Illinois
$7.23M +$25K +112 +0.3%
SWA
282
SOA Wealth Advisors
New York
$7.22M +$24.8K +111 +0%
Wealthfront Advisers
283
Wealthfront Advisers
California
$7.21M +$498K +2,227 +7%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$7.18M -$178K -794 -2%
PFG
285
Pinnacle Financial Group
Illinois
$7.13M +$54.8K +245 +0.8%
CRA
286
Clear Retirement Advice
California
$7.11M +$61.5K +275 +0.8%
SC
287
Swan Capital
Florida
$7.03M -$1.27M -5,682 -15%
WIC
288
Whitegate Investment Counselors
New Hampshire
$7.02M -$96.4K -431 -1%
CIA
289
Compass Ion Advisors
Pennsylvania
$7.01M -$40.5K -181 -0.6%
EWP
290
E-Wealth Partners
Minnesota
$6.97M +$503K +2,251 +8%
BCM
291
Brookstone Capital Management
Illinois
$6.9M +$815K +3,646 +13%
SW
292
SkyOak Wealth
Michigan
$6.84M +$61K +273 +0.9%
LFP
293
Leeward Financial Partners
Washington
$6.78M -$1.69M -7,574 -20%
FAT
294
First American Trust
California
$6.77M -$2.09M -9,331 -23%
NB
295
NBT Bank
New York
$6.75M +$6.76M +30,246 +3,640%
AIS
296
American Investment Services
Massachusetts
$6.69M +$34K +152 +0.5%
TCWM
297
Total Clarity Wealth Management
Illinois
$6.69M -$2.16M -9,652 -24%
AWS
298
Alliance Wealth Strategies
Virginia
$6.67M +$811K +3,627 +13%
CM
299
Cornerstone Management
Georgia
$6.67M +$186K +831 +3%
FWI
300
Facet Wealth Inc
Maryland
$6.66M -$376K -1,680 -5%