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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
376
Riversedge Advisors
Delaware
$680K – – –
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$657K -$170K -1,325 -21%
WP
378
WealthSource Partners
California
$657K +$120K +938 +23%
AMCA
379
Arthur M. Cohen & Associates
Illinois
$656K +$5.63K +44 +0.9%
FWM
380
Foresight Wealth Management
Utah
$648K -$95.6K -747 -13%
CF
381
Corrigan Financial
Rhode Island
$648K +$1.92K +15 +0.3%
PSF
382
Pacific Sun Financial
California
$643K +$44.8K +350 +8%
RWM
383
Raffa Wealth Management
District of Columbia
$642K +$638K +4,986 New
FHA
384
Flagship Harbor Advisors
Massachusetts
$640K +$98.7K +771 +18%
MWA
385
Martel Wealth Advisors
Washington
$633K +$13.6K +106 +2%
CCP
386
Corient Capital Partners
California
$632K +$202K +1,578 +47%
KP
387
Keel Point
Alabama
$630K -$98.7K -771 -14%
MFS
388
McNamara Financial Services
Massachusetts
$628K -$29.1K -227 -5%
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$625K +$384 +3 +0.1%
SIA
390
Starfire Investment Advisers
Michigan
$625K +$3.07K +24 +0.5%
CCA
391
Clearwater Capital Advisors
Illinois
$624K -$106K -826 -15%
CMBA
392
C.M. Bidwell & Associates
Hawaii
$619K +$39.3K +307 +7%
BF
393
BOK Financial
Oklahoma
$618K – – –
PTC
394
Private Trust Company
Ohio
$609K +$11.9K +93 +2%
Prudential Financial
395
Prudential Financial
New Jersey
$601K +$119K +932 +25%
SIAS
396
Shine Investment Advisory Services
Colorado
$589K -$146K -1,140 -20%
JIC
397
JRM Investment Counsel
Nebraska
$587K -$1.67M -13,084 -74%
Millennium Management
398
Millennium Management
New York
$582K +$579K +4,522 New
PFA
399
Paradigm Financial Advisors
Missouri
$580K -$6.27K -49 -1%
RIA
400
Realta Investment Advisors
Delaware
$579K +$82.4K +644 +17%