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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
326
Raymond James Trust
Florida
$3.89M +$38.5K +230 +1%
AF
327
Advisornet Financial
Minnesota
$3.88M +$341K +2,041 +9%
BSWA
328
Bromfield Sneider Wealth Advisors
Massachusetts
$3.84M +$3.34K +20 +0.1%
PFA
329
Pure Financial Advisors
California
$3.82M +$668K +3,994 +20%
KPWS
330
Kestra Private Wealth Services
Texas
$3.78M +$598K +3,578 +18%
FWP
331
Falcon Wealth Planning
California
$3.7M -$296K -1,769 -7%
BAM
332
Beaumont Asset Management
Texas
$3.64M -$136K -814 -3%
PMFA
333
Plante Moran Financial Advisors
Michigan
$3.64M -$295K -1,764 -7%
TF
334
Theory Financial
Colorado
$3.63M -$146K -875 -4%
ML
335
Mayport LLC
Massachusetts
$3.63M +$390K +2,334 +11%
NFC
336
Northeast Financial Consultants
Connecticut
$3.63M – – –
APP
337
Avantax Planning Partners
Iowa
$3.62M +$100K +598 +3%
JWCA
338
J.W. Cole Advisors
Florida
$3.62M -$4.18K -25 -0.1%
SFM
339
Signet Financial Management
New Jersey
$3.61M -$278K -1,660 -7%
ST
340
Sageworth Trust
Pennsylvania
$3.61M -$158K -946 -4%
EFG
341
Everhart Financial Group
Ohio
$3.6M -$1.84K -11 -0%
Northern Trust
342
Northern Trust
Illinois
$3.6M +$654K +3,913 +21%
UB
343
UMB Bank
Missouri
$3.54M -$361K -2,157 -9%
VC
344
Veery Capital
Delaware
$3.53M +$159K +949 +4%
MIS
345
Morningstar Investment Services
Illinois
$3.53M -$417K -2,494 -10%
AAP
346
Arax Advisory Partners
Colorado
$3.53M +$73.6K +440 +2%
BRG
347
Bay Rivers Group
Virginia
$3.49M +$7.86K +47 +0.2%
WIC
348
Willis Investment Counsel
Georgia
$3.49M -$673K -4,025 -16%
CCA
349
Column Capital Advisors
Indiana
$3.49M – – –
SFS
350
Sowell Financial Services
Arkansas
$3.45M +$555K +3,319 +18%