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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
301
Ausdal Financial Partners
Iowa
$5.31M -$257K -1,390 -5%
PCIA
302
Prime Capital Investment Advisors
Kansas
$5.31M -$1.62M -8,761 -24%
BOPW
303
Brandywine Oak Private Wealth
Pennsylvania
$5.25M -$657K -3,552 -12%
RFC
304
Regions Financial Corp
Alabama
$5.21M +$1.21M +6,530 +32%
CWM
305
Chemistry Wealth Management
New York
$5.14M -$27.6K -149 -0.6%
Northern Trust
306
Northern Trust
Illinois
$5.07M +$233K +1,260 +5%
NAAA
307
New Age Alpha Advisors
New York
$5.04M +$2.89M +15,601 +152%
GWM
308
Geneos Wealth Management
Colorado
$5.03M +$740K +3,997 +18%
LIA
309
LifePlan Investment Advisors
North Carolina
$5.03M +$11.7K +63 +0.2%
AWE
310
Avidian Wealth Enterprises
Texas
$4.99M -$27.6K -149 -0.6%
MT
311
Midwest Trust
Kansas
$4.99M +$4.73M +25,578 New
SSW
312
Stone Summit Wealth
Florida
$4.97M -$612K -3,305 -11%
AWM
313
Apollon Wealth Management
South Carolina
$4.93M -$27.4K -148 -0.6%
AOWM
314
Alpha Omega Wealth Management
Virginia
$4.92M +$165K +891 +4%
LG
315
LAM Group
Oregon
$4.91M -$50.9K -275 -1%
TCMP
316
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.89M +$4.65M +25,094 New
FHA
317
First Horizon Advisors
Tennessee
$4.82M +$9.26K +50 +0.2%
LFS
318
Lutz Financial Services
Nebraska
$4.81M +$81.1K +438 +2%
BIA
319
Barry Investment Advisors
Massachusetts
$4.81M +$1.67K +9 +0%
BW
320
BIP Wealth
Georgia
$4.79M +$291K +1,570 +7%
VIA
321
Vickerman Investment Advisors
Washington
$4.76M +$631K +3,411 +16%
KAS
322
KPP Advisory Services
Kentucky
$4.76M -$971K -5,247 -18%
ZC
323
Zeit Capital
Colorado
$4.74M +$33.3K +180 +0.7%
ACS
324
Archford Capital Strategies
Illinois
$4.73M +$419K +2,261 +10%
SEIA
325
Signature Estate & Investment Advisors
California
$4.72M +$1.12M +6,074 +33%