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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
MorganRosel Wealth Management
Colorado
$5.29M -$943K -5,778 -16%
SRC
302
Shufro Rose & Co
New York
$5.25M -$112K -688 -2%
PFA
303
Pure Financial Advisors
California
$5.17M +$778K +4,767 +20%
ACA
304
Atlas Capital Advisors
Wyoming
$5.15M +$394K +2,415 +9%
HWM
305
HFG Wealth Management
Texas
$5.13M +$4.65M +28,485 New
CPIG
306
Chicago Partners Investment Group
Illinois
$5.06M +$451K +2,762 +11%
CA
307
CGN Advisors
Kansas
$5M -$1.11M -6,784 -20%
Vanguard Group
308
Vanguard Group
Pennsylvania
$4.97M +$364K +2,229 +9%
FA
309
FDx Advisors
Illinois
$4.95M -$162K -994 -3%
HP
310
Hyperion Partners
Pennsylvania
$4.94M +$41K +251 +0.9%
BSB
311
Bangor Savings Bank
Maine
$4.88M +$193K +1,185 +5%
MCM
312
MAI Capital Management
Ohio
$4.85M -$389K -2,380 -8%
LFP
313
Leeward Financial Partners
Washington
$4.84M +$3.06M +18,739 +230%
HC
314
Hillman Company
Pennsylvania
$4.83M
TA
315
TFB Advisors
Kansas
$4.82M +$4.38M +26,803 New
AWM
316
Aspire Wealth Management
Massachusetts
$4.81M +$31K +190 +0.7%
MFWP
317
Mosaic Family Wealth Partners
Missouri
$4.8M -$167K -1,021 -4%
ACA
318
Ackerman Capital Advisors
Texas
$4.77M -$656K -4,017 -13%
MCM
319
Manchester Capital Management
Vermont
$4.76M
SG
320
Sharper & Granite
California
$4.76M +$235K +1,442 +6%
FMTCOCP
321
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.75M +$4.12M +25,252 +2,259%
HA
322
HFG Advisors
Ohio
$4.71M +$164K +1,004 +4%
MAM
323
Mainsail Asset Management
Alabama
$4.65M +$4.22M +25,840 New
LFS
324
Lutz Financial Services
Nebraska
$4.65M -$41.6K -255 -1%
QAM
325
Q3 Asset Management
Michigan
$4.65M +$4.21M +25,817 New