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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
326
Moisand Fitzgerald Tamayo
Florida
$961K -$26.3K -235 -3%
GBT
327
Grove Bank & Trust
Florida
$958K -$179K -1,596 -16%
BWA
328
BDO Wealth Advisors
Florida
$954K -$389K -3,471 -29%
PJB
329
Paul John Balson
California
$951K -$145K -1,295 -13%
BDF
330
Black Diamond Financial
Maryland
$950K -$75.8K -676 -7%
PFPT
331
Pinnacle Financial Partners (Tennessee)
Tennessee
$949K -$2.91K -26 -0.3%
MIM
332
Marco Investment Management
Georgia
$938K +$67.9K +606 +8%
Lido Advisors
333
Lido Advisors
California
$934K +$263K +2,347 +39%
ST
334
Sageworth Trust
Pennsylvania
$925K +$938K +8,365 New
PD
335
Planning Directions
Pennsylvania
$919K +$110K +977 +13%
MHIC
336
Marble Harbor Investment Counsel
Massachusetts
$917K +$61.6K +550 +7%
H
337
HoyleCohen
California
$914K +$39.5K +352 +4%
CS
338
Comerica Securities
Michigan
$912K -$3.7K -33 -0.4%
TCM
339
Telos Capital Management
California
$902K -$62.3K -556 -6%
Financial Engines Advisors
340
Financial Engines Advisors
California
$902K +$90.2K +805 +11%
SC
341
SouthState Corp
Florida
$901K -$47K -419 -5%
CAG
342
Curtis Advisory Group
California
$895K +$117K +1,048 +15%
SFP
343
Strategic Financial Partners
Oregon
$894K +$92.3K +823 +11%
MA
344
MONECO Advisors
Connecticut
$893K -$78.4K -699 -8%
GPA
345
Guidance Point Advisors
Massachusetts
$890K +$5.04K +45 +0.6%
SIA
346
Strategic Investment Advisors
Michigan
$882K +$91.6K +817 +11%
PFA
347
Pure Financial Advisors
California
$879K -$80.6K -719 -8%
WAM
348
Wealthspire Advisors (Maryland)
Maryland
$869K +$160K +1,425 +22%
MCCP
349
Mission Creek Capital Partners
California
$865K -$34.6K -309 -4%
PCM
350
Parsons Capital Management
Rhode Island
$860K +$77.3K +690 +10%