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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
351
Cahill Financial Advisors
Minnesota
$2.92M +$72.2K +406 +3%
BOPW
352
Brandywine Oak Private Wealth
Pennsylvania
$2.91M -$993K -5,582 -24%
H
353
HoyleCohen
California
$2.91M +$295K +1,657 +11%
SB
354
Simmons Bank
Arkansas
$2.9M -$827K -4,651 -22%
Apollon Wealth Management
355
Apollon Wealth Management
South Carolina
$2.9M +$2.89M +16,239 New
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$2.87M +16,146 New
Vanguard Group
357
Vanguard Group
Pennsylvania
$2.86M -$2.42M -13,589 -46%
VC
358
Veery Capital
Delaware
$2.86M +$72.6K +408 +3%
TA
359
TruWealth Advisors
Louisiana
$2.85M +$60.5K +340 +2%
KSWA
360
Kathleen S. Wright Associates
Pennsylvania
$2.81M +$2.79M +15,701 New
LFA
361
Level Financial Advisors
New York
$2.8M +$2.78M +15,650 New
DSC
362
Duncker Streett & Co
Missouri
$2.78M -$52.5K -295 -2%
ACA
363
Atlas Capital Advisors
Wyoming
$2.78M -$572K -3,219 -17%
MA
364
MAS Advisors
Florida
$2.71M +$2.7M +15,194 New
FFG
365
Fullen Financial Group
Ohio
$2.71M +$17.1K +96 +0.6%
MCA
366
MSH Capital Advisors
Arizona
$2.69M +$2.67M +15,025 New
JIC
367
JRM Investment Counsel
Nebraska
$2.67M +$2.65M +14,901 New
WTFG
368
Wells Trecaso Financial Group
Ohio
$2.63M +$9.25K +52 +0.4%
AF
369
Advisornet Financial
Minnesota
$2.63M +$1.7M +9,566 +187%
WCA
370
Waypoint Capital Advisors
Minnesota
$2.62M +$2.61M +14,664 New
PFG
371
Pinnacle Financial Group
Illinois
$2.6M +$2.58M +14,510 New
CFAM
372
Center For Asset Management
Florida
$2.58M -$6.76K -38 -0.3%
PFA
373
Pathway Financial Advisors
Vermont
$2.57M +$2.68M +15,055 New
GI
374
Glovista Investments
New Jersey
$2.57M +$2.55M +14,367 New
HA
375
HFG Advisors
Ohio
$2.56M +$2.54M +14,284 New