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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
TFB Advisors
Kansas
$3.29M +$231K +1,398 +7%
SPC
352
Sigma Planning Corp
Michigan
$3.28M -$183K -1,107 -5%
AF
353
Advisornet Financial
Minnesota
$3.28M +$158K +955 +5%
RJT
354
Raymond James Trust
Florida
$3.25M +$80.1K +484 +2%
Northern Trust
355
Northern Trust
Illinois
$3.25M +$250K +1,509 +8%
EIM
356
Ervin Investment Management
Washington
$3.21M +$169K +1,023 +5%
CS
357
Comerica Securities
Michigan
$3.2M +$396K +2,391 +13%
TI
358
Truepoint Inc
Ohio
$3.2M -$305K -1,842 -8%
3IP
359
3Chopt Investment Partners
Virginia
$3.19M +$241K +1,454 +8%
BW
360
BIP Wealth
Georgia
$3.15M +$3.28M +19,811 New
IFA
361
Index Fund Advisors
California
$3.14M -$61.2K -370 -2%
VC
362
Veery Capital
Delaware
$3.13M -$16.4K -99 -0.5%
SWM
363
Spire Wealth Management
Virginia
$3.13M +$590K +3,563 +22%
WIP
364
WealthCare Investment Partners
Rhode Island
$3.12M -$88.1K -532 -3%
LIA
365
LS Investment Advisors
Michigan
$3.12M -$70.8K -428 -2%
KPWS
366
Kestra Private Wealth Services
Texas
$3.09M +$573K +3,461 +22%
AA
367
Axiom Advisory
California
$3.09M +$244K +1,477 +8%
TNBTD
368
Trustmark National Bank Trust Department
Mississippi
$3.08M -$224K -1,356 -7%
CA
369
CSM Advisors
Pennsylvania
$3.08M -$118K -711 -4%
ML
370
Mayport LLC
Massachusetts
$3.06M +$297K +1,797 +10%
LW
371
Linscomb Wealth
Texas
$3.05M -$152K -918 -5%
EFS
372
Essex Financial Services
Connecticut
$3.05M +$157K +948 +5%
NWM
373
Northwest Wealth Management
Iowa
$3.04M -$1.66K -10 -0.1%
CAMG
374
CWA Asset Management Group
Florida
$3.03M +$47.8K +289 +2%
Koshinski Asset Management
375
Koshinski Asset Management
Illinois
$3.03M +$921K +5,566 +41%