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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
FAS Wealth Partners
Kansas
$3.93M -$79.1K -445 -2%
ACM
302
Armbruster Capital Management
New York
$3.9M +$3.88M +21,820 New
Central Trust Company
303
Central Trust Company
Missouri
$3.88M +$3.23M +18,170 +516%
TF
304
Theory Financial
Colorado
$3.87M +$3.85M +21,640 New
IHT Wealth Management
305
IHT Wealth Management
Illinois
$3.81M +$155K +873 +4%
PCP
306
Proficio Capital Partners
Massachusetts
$3.8M +$1.34M +7,512 +55%
SW
307
SlateStone Wealth
Florida
$3.78M -$39.1K -220 -1%
Brighton Jones LLC
308
Brighton Jones LLC
Washington
$3.73M -$230K -1,293 -6%
Index Fund Advisors
309
Index Fund Advisors
California
$3.72M +$3.7M +20,787 New
Veritable
310
Veritable
Delaware
$3.67M +$1.65M +9,290 +83%
RWG
311
Ratio Wealth Group
Colorado
$3.63M +$121K +679 +3%
MCCP
312
Mission Creek Capital Partners
California
$3.51M +$944K +5,306 +37%
Sowell Financial Services
313
Sowell Financial Services
Arkansas
$3.49M -$636K -3,574 -15%
AIP
314
Almanack Investment Partners
Pennsylvania
$3.49M -$434K -2,440 -11%
WFA
315
Woodward Financial Advisors
North Carolina
$3.47M +$3.45M +19,402 New
ZC
316
Zeit Capital
Colorado
$3.46M +$18K +101 +0.5%
LIA
317
LS Investment Advisors
Michigan
$3.44M +$1.78K +10 +0.1%
EFG
318
Everhart Financial Group
Ohio
$3.44M +$32.4K +182 +1%
PMFA
319
Plante Moran Financial Advisors
Michigan
$3.43M +$1.25M +7,015 +58%
Brandes Investment Partners
320
Brandes Investment Partners
California
$3.41M +$3.39M +19,070 New
JIC
321
Joel Isaacson & Co
New York
$3.41M +$211K +1,185 +7%
Chicago Partners Investment Group
322
Chicago Partners Investment Group
Illinois
$3.4M +$161K +905 +5%
BRWA
323
B. Riley Wealth Advisors
Florida
$3.37M -$40.4K -227 -1%
Raymond James Trust
324
Raymond James Trust
Florida
$3.35M -$94.3K -530 -3%
CWA Asset Management Group
325
CWA Asset Management Group
Florida
$3.33M +$8.71K +49 +0.3%