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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$4.35M
EFS
302
Essex Financial Services
Connecticut
$4.31M +$250K +1,439 +6%
FHA
303
First Horizon Advisors
Tennessee
$4.31M -$2.79M -16,049 -40%
NFC
304
Northeast Financial Consultants
Connecticut
$4.31M +$2.43M +13,998 +133%
BSWA
305
Bromfield Sneider Wealth Advisors
Massachusetts
$4.28M +$13.7K +79 +0.3%
TWA
306
Tillar-Wenstrup Advisors
Ohio
$4.27M +$4.22M +24,254 New
CWM
307
Cranbrook Wealth Management
Michigan
$4.21M +$18.1K +104 +0.4%
WCM
308
Windham Capital Management
Massachusetts
$4.21M
ST
309
Sageworth Trust
Pennsylvania
$4.15M
TC
310
Tenret Company
Florida
$4.13M +$42.2K +243 +1%
NWM
311
Northwest Wealth Management
Iowa
$4.11M -$135K -776 -3%
DC
312
Davenport & Co
Virginia
$4.1M -$11.8K -68 -0.3%
NRI
313
NFP Retirement Inc
California
$4.08M +$3.25M +18,683 +415%
V
314
Veritable
Delaware
$3.98M +$368K +2,115 +10%
H
315
HoyleCohen
California
$3.97M +$1.09M +6,273 +39%
IWM
316
IHT Wealth Management
Illinois
$3.9M +$147K +844 +4%
WANY
317
Wealthspire Advisors (New York)
New York
$3.86M +$909K +5,230 +31%
WPWM
318
Windward Private Wealth Management
Kansas
$3.82M -$341K -1,964 -8%
MCM
319
Manchester Capital Management
Vermont
$3.81M -$108K -619 -3%
BRG
320
Bay Rivers Group
Virginia
$3.81M -$158K -911 -4%
CTC
321
Central Trust Company
Missouri
$3.79M -$26.4K -152 -0.7%
BJL
322
Brighton Jones LLC
Washington
$3.78M +$107K +615 +3%
TF
323
Theory Financial
Colorado
$3.75M -$58.9K -339 -2%
MSWMA
324
Market Street Wealth Management Advisors
Indiana
$3.69M -$420K -2,416 -10%
FWP
325
FAS Wealth Partners
Kansas
$3.68M -$179K -1,027 -5%