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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLWM
351
RF&L Wealth Management
Massachusetts
$4.73M -$24.5K -120 -0.5%
TA
352
TFB Advisors
Kansas
$4.71M -$983K -4,806 -17%
AWE
353
Avidian Wealth Enterprises
Texas
$4.7M -$631K -3,087 -12%
CFGA
354
Cambridge Financial Group (Arizona)
Arizona
$4.68M +$200K +980 +5%
FHC
355
First Horizon Corporation
Tennessee
$4.63M +$4.54M +22,207 New
IWC
356
Integrated Wealth Concepts
Massachusetts
$4.63M +$114K +557 +3%
MCCP
357
Mission Creek Capital Partners
California
$4.56M +$851K +4,161 +24%
RIA
358
Regal Investment Advisors
Michigan
$4.54M +$783K +3,827 +21%
DWS
359
Discipline Wealth Solutions
South Carolina
$4.52M +$1.75M +8,544 +65%
GB
360
Goepper Burkhardt
South Carolina
$4.48M -$201K -985 -4%
SF
361
Seek First
California
$4.46M +$45.8K +224 +1%
BJL
362
Brighton Jones LLC
Washington
$4.42M -$170K -832 -4%
REMPR
363
Roof Eidam Maycock Peralta (REMP)
California
$4.42M +$48.7K +238 +1%
TIM
364
Tortoise Investment Management
New York
$4.41M -$139K -681 -3%
CA
365
CGN Advisors
Kansas
$4.4M -$630K -3,083 -13%
CANC
366
Culbertson A N & Co
Virginia
$4.37M +$15.3K +75 +0.4%
AG
367
Ascent Group
Virginia
$4.35M +$488K +2,386 +13%
Citigroup
368
Citigroup
New York
$4.34M +$219K +1,073 +5%
IFWM
369
Institute for Wealth Management
Colorado
$4.34M +$370K +1,809 +10%
BAM
370
Beaumont Asset Management
Texas
$4.32M +$6.95K +34 +0.2%
AIM
371
Alhambra Investment Management
Florida
$4.3M -$81.6K -399 -2%
CA
372
Clearstead Advisors
Ohio
$4.25M +$84.4K +413 +2%
SFG
373
SNS Financial Group
Minnesota
$4.24M -$122K -598 -3%
TWM
374
TriaGen Wealth Management
California
$4.23M +$317K +1,548 +8%
VFS
375
Valpey Financial Services
New Hampshire
$4.2M -$163K -796 -4%