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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pathway Financial Advisors
Vermont
$2.59M +$9.45K +60 +0.4%
SW
327
SlateStone Wealth
Florida
$2.57M +$1.71M +10,884 +234%
PCP
328
Proficio Capital Partners
Massachusetts
$2.54M +$2.41M +15,323 New
FFG
329
Fullen Financial Group
Ohio
$2.54M -$155K -982 -6%
WANY
330
Wealthspire Advisors (New York)
New York
$2.51M +$1.35M +8,568 +130%
Prudential Financial
331
Prudential Financial
New Jersey
$2.5M +$1.23M +7,779 +106%
CFAM
332
Center For Asset Management
Florida
$2.48M +$40.5K +257 +2%
WTFG
333
Wells Trecaso Financial Group
Ohio
$2.44M +$1.57K +10 +0.1%
ATC
334
Argent Trust Co
Tennessee
$2.41M -$34.7K -220 -1%
CF
335
Corrigan Financial
Rhode Island
$2.38M +$12.1K +77 +0.5%
HB
336
Homrich & Berg
Georgia
$2.35M +$98.6K +626 +5%
WSTAM
337
Wilbanks Smith & Thomas Asset Management
Virginia
$2.34M +$140K +887 +7%
TI
338
Truepoint Inc
Ohio
$2.33M -$775K -4,921 -26%
RGC
339
Roberts, Glore & Co
Illinois
$2.31M +$121K +771 +6%
VC
340
Veery Capital
Delaware
$2.29M +$50.1K +318 +2%
Lido Advisors
341
Lido Advisors
California
$2.28M +$600K +3,808 +38%
GCA
342
Gradient Capital Advisors
California
$2.28M -$715K -4,538 -25%
H
343
HoyleCohen
California
$2.27M +$476K +3,022 +28%
KOMWMG
344
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.25M +$174K +1,104 +9%
CCA
345
Column Capital Advisors
Indiana
$2.24M +$1.86M +11,800 +674%
LWM
346
Lionsbridge Wealth Management
Florida
$2.2M +$90.6K +575 +5%
BAM
347
Belpointe Asset Management
Nevada
$2.18M +$1.87M +11,860 +907%
EFS
348
Essex Financial Services
Connecticut
$2.18M +$2.07M +13,159 New
CA
349
Continuum Advisory
Idaho
$2.17M +$37K +235 +2%
BC
350
Burleson & Co
California
$2.17M -$2.05K -13 -0.1%