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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
351
Tortoise Investment Management
New York
$4.26M -$25K -135 -0.6%
BCM
352
Brookstone Capital Management
Illinois
$4.24M -$518K -2,800 -11%
RBWA
353
RFG - Bristol Wealth Advisors
Massachusetts
$4.24M +$4.02M +21,731 New
IWC
354
Integrated Wealth Concepts
Massachusetts
$4.21M -$20.5K -111 -0.5%
CFGA
355
Cambridge Financial Group (Arizona)
Arizona
$4.18M -$274K -1,481 -6%
TI
356
Truepoint Inc
Ohio
$4.18M -$566K -3,057 -12%
CFG
357
Clayton Financial Group
Missouri
$4.15M -$7.12M -38,481 -64%
PFS
358
Prospera Financial Services
Texas
$4.14M +$1.39M +7,530 +55%
SF
359
Seek First
California
$4.12M +$146K +791 +4%
AIM
360
Alhambra Investment Management
Florida
$4.1M -$5.19M -28,014 -57%
SFG
361
SNS Financial Group
Minnesota
$4.08M -$26.3K -142 -0.7%
OO
362
Obsido Oy
$4.08M +$204K +1,101 +6%
REMPR
363
Roof Eidam Maycock Peralta (REMP)
California
$4.08M +$415K +2,240 +12%
VFS
364
Valpey Financial Services
New Hampshire
$4.08M +$3.87M +20,914 New
CANC
365
Culbertson A N & Co
Virginia
$4.07M +$193K +1,043 +5%
BAM
366
Beaumont Asset Management
Texas
$4.03M +$5.55K +30 +0.1%
CCM
367
Coldstream Capital Management
Washington
$4.01M -$74.2K -401 -2%
FWP
368
Falcon Wealth Planning
California
$4.01M -$773K -4,174 -17%
CA
369
CSM Advisors
Pennsylvania
$3.98M -$79K -427 -2%
CFA
370
Cahill Financial Advisors
Minnesota
$3.93M +$181K +978 +5%
CA
371
Clearstead Advisors
Ohio
$3.89M +$159K +860 +5%
CIA
372
Choate Investment Advisors
Massachusetts
$3.87M -$1.42M -7,678 -28%
SWRP
373
Summit Wealth & Retirement Planning
California
$3.87M +$28.5K +154 +0.8%
Citigroup
374
Citigroup
New York
$3.85M -$249K -1,347 -6%
MWA
375
Martel Wealth Advisors
Washington
$3.81M +$30.5K +165 +0.9%