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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$5.13M +$330K +1,673 +6%
IA
302
Integrity Alliance
Iowa
$5.13M +$4.91M +24,837 +928%
CA
303
Cornerstone Advisory
Maryland
$5.11M -$418K -2,117 -7%
SC
304
Swan Capital
Florida
$5.11M +$1.27M +6,416 +31%
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$5.08M -$6.59M -33,362 -55%
KCP
306
Kera Capital Partners
California
$5.01M +$5.31M +26,903 New
MFG
307
Mainsail Financial Group
Washington
$4.94M +$274K +1,389 +6%
CWM
308
Chemistry Wealth Management
New York
$4.94M +$40.1K +203 +0.8%
MCM
309
Manchester Capital Management
Vermont
$4.93M
AAP
310
Arax Advisory Partners
Colorado
$4.92M +$297K +1,502 +6%
ACA
311
Ackerman Capital Advisors
Texas
$4.89M +$23.5K +119 +0.5%
PFG
312
Pinnacle Financial Group
Illinois
$4.89M +$769K +3,895 +17%
TC
313
Tenret Company
Florida
$4.81M -$353K -1,788 -6%
AWE
314
Avidian Wealth Enterprises
Texas
$4.8M -$110K -559 -2%
LIA
315
LifePlan Investment Advisors
North Carolina
$4.79M +$166K +841 +3%
TC
316
TownSquare Capital
Utah
$4.77M +$863K +4,368 +21%
LG
317
LAM Group
Oregon
$4.74M -$9.88K -50 -0.2%
AWM
318
Apollon Wealth Management
South Carolina
$4.74M -$133K -675 -3%
NL
319
NWAM LLC
Washington
$4.7M +$156K +791 +3%
GJIA
320
Glass Jacobson Investment Advisors
Maryland
$4.68M
ECM
321
Elgethun Capital Management
South Dakota
$4.64M +$1.4M +7,111 +40%
GB
322
Goepper Burkhardt
South Carolina
$4.62M -$418K -2,114 -8%
Northern Trust
323
Northern Trust
Illinois
$4.61M -$549K -2,777 -10%
FWP
324
Falcon Wealth Planning
California
$4.61M +$1.37M +6,945 +39%
FHA
325
First Horizon Advisors
Tennessee
$4.59M -$321K -1,624 -6%