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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Advisornet Financial
Minnesota
$3.88M +$341K +2,041 +9%
BSWA
327
Bromfield Sneider Wealth Advisors
Massachusetts
$3.84M +$3.34K +20 +0.1%
PFA
328
Pure Financial Advisors
California
$3.82M +$668K +3,994 +20%
KPWS
329
Kestra Private Wealth Services
Texas
$3.78M +$598K +3,578 +18%
FWP
330
Falcon Wealth Planning
California
$3.7M -$296K -1,769 -7%
BAM
331
Beaumont Asset Management
Texas
$3.64M -$136K -814 -3%
PMFA
332
Plante Moran Financial Advisors
Michigan
$3.64M -$295K -1,764 -7%
TF
333
Theory Financial
Colorado
$3.63M -$146K -875 -4%
ML
334
Mayport LLC
Massachusetts
$3.63M +$390K +2,334 +11%
NFC
335
Northeast Financial Consultants
Connecticut
$3.63M
APP
336
Avantax Planning Partners
Iowa
$3.62M +$100K +598 +3%
JWCA
337
J.W. Cole Advisors
Florida
$3.62M -$4.18K -25 -0.1%
SFM
338
Signet Financial Management
New Jersey
$3.61M -$278K -1,660 -7%
ST
339
Sageworth Trust
Pennsylvania
$3.61M -$158K -946 -4%
EFG
340
Everhart Financial Group
Ohio
$3.6M -$1.84K -11 -0%
Northern Trust
341
Northern Trust
Illinois
$3.6M +$654K +3,913 +21%
UB
342
UMB Bank
Missouri
$3.54M -$361K -2,157 -9%
VC
343
Veery Capital
Delaware
$3.53M +$159K +949 +4%
MIS
344
Morningstar Investment Services
Illinois
$3.53M -$417K -2,494 -10%
AAP
345
Arax Advisory Partners
Colorado
$3.53M +$73.6K +440 +2%
BRG
346
Bay Rivers Group
Virginia
$3.49M +$7.86K +47 +0.2%
WIC
347
Willis Investment Counsel
Georgia
$3.49M -$673K -4,025 -16%
CCA
348
Column Capital Advisors
Indiana
$3.49M
SFS
349
Sowell Financial Services
Arkansas
$3.45M +$555K +3,319 +18%
MCWS
350
McKinley Carter Wealth Services
West Virginia
$3.44M -$540K -3,228 -13%