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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
351
Wolff Financial Management
Michigan
$3.31M -$635K -3,834 -16%
TA
352
TFB Advisors
Kansas
$3.29M +$231K +1,398 +7%
Sigma Planning Corp
353
Sigma Planning Corp
Michigan
$3.28M -$183K -1,107 -5%
AF
354
Advisornet Financial
Minnesota
$3.28M +$158K +955 +5%
Raymond James Trust
355
Raymond James Trust
Florida
$3.25M +$80.1K +484 +2%
Northern Trust
356
Northern Trust
Illinois
$3.25M +$250K +1,509 +8%
EIM
357
Ervin Investment Management
Washington
$3.21M +$169K +1,023 +5%
CS
358
Comerica Securities
Michigan
$3.2M +$396K +2,391 +13%
Truepoint Inc
359
Truepoint Inc
Ohio
$3.2M -$305K -1,842 -8%
3IP
360
3Chopt Investment Partners
Virginia
$3.19M +$241K +1,454 +8%
BIP Wealth
361
BIP Wealth
Georgia
$3.15M +$3.28M +19,811 New
Index Fund Advisors
362
Index Fund Advisors
California
$3.14M -$61.2K -370 -2%
VC
363
Veery Capital
Delaware
$3.13M -$16.4K -99 -0.5%
Spire Wealth Management
364
Spire Wealth Management
Virginia
$3.13M +$590K +3,563 +22%
WIP
365
WealthCare Investment Partners
Rhode Island
$3.12M -$88.1K -532 -3%
LIA
366
LS Investment Advisors
Michigan
$3.12M -$70.8K -428 -2%
Kestra Private Wealth Services
367
Kestra Private Wealth Services
Texas
$3.09M +$573K +3,461 +22%
Axiom Advisory
368
Axiom Advisory
California
$3.09M +$244K +1,477 +8%
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$3.08M -$224K -1,356 -7%
CSM Advisors
370
CSM Advisors
Pennsylvania
$3.08M -$118K -711 -4%
ML
371
Mayport LLC
Massachusetts
$3.06M +$297K +1,797 +10%
LW
372
Linscomb Wealth
Texas
$3.05M -$152K -918 -5%
EFS
373
Essex Financial Services
Connecticut
$3.05M +$157K +948 +5%
NWM
374
Northwest Wealth Management
Iowa
$3.04M -$1.66K -10 -0.1%
CWA Asset Management Group
375
CWA Asset Management Group
Florida
$3.03M +$47.8K +289 +2%