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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
376
WealthSource Partners
California
$657K +$120K +938 +23%
FWM
377
Foresight Wealth Management
Utah
$648K -$95.6K -747 -13%
CF
378
Corrigan Financial
Rhode Island
$648K +$1.92K +15 +0.3%
PSF
379
Pacific Sun Financial
California
$643K +$44.8K +350 +8%
RWM
380
Raffa Wealth Management
District of Columbia
$642K +$638K +4,986 New
FHA
381
Flagship Harbor Advisors
Massachusetts
$640K +$98.7K +771 +18%
MWA
382
Martel Wealth Advisors
Washington
$633K +$13.6K +106 +2%
CCP
383
Corient Capital Partners
California
$632K +$202K +1,578 +47%
KP
384
Keel Point
Alabama
$630K -$98.7K -771 -14%
MFS
385
McNamara Financial Services
Massachusetts
$628K -$29.1K -227 -5%
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$625K +$384 +3 +0.1%
SIA
387
Starfire Investment Advisers
Michigan
$625K +$3.07K +24 +0.5%
CCA
388
Clearwater Capital Advisors
Illinois
$624K -$106K -826 -15%
CMBA
389
C.M. Bidwell & Associates
Hawaii
$619K +$39.3K +307 +7%
BF
390
BOK Financial
Oklahoma
$618K
PTC
391
Private Trust Company
Ohio
$609K +$11.9K +93 +2%
Prudential Financial
392
Prudential Financial
New Jersey
$601K +$119K +932 +25%
SIAS
393
Shine Investment Advisory Services
Colorado
$589K -$146K -1,140 -20%
JIC
394
JRM Investment Counsel
Nebraska
$587K -$1.67M -13,084 -74%
Millennium Management
395
Millennium Management
New York
$582K +$579K +4,522 New
PFA
396
Paradigm Financial Advisors
Missouri
$580K -$6.27K -49 -1%
RIA
397
Realta Investment Advisors
Delaware
$579K +$82.4K +644 +17%
TWA
398
TCI Wealth Advisors
Arizona
$575K -$11.3K -88 -2%
SCM
399
Southport Capital Management
Tennessee
$570K -$3.97K -31 -0.7%
VCM
400
Versant Capital Management
Arizona
$569K -$128 -1 -0%