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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
376
Curtis Advisory Group
California
$1.8M +$11.1K +65 +0.6%
FMBTD
377
First Midwest Bank Trust Division
Illinois
$1.79M
BEAM
378
Baker Ellis Asset Management
Washington
$1.78M -$84.4K -493 -5%
NOI
379
Newton One Investments
Delaware
$1.78M -$69.3K -405 -4%
BCA
380
Bay Colony Advisors
Massachusetts
$1.78M -$76.5K -447 -4%
CGIM
381
Cannon Global Investment Management
Florida
$1.73M +$911K +5,324 +109%
NFC
382
Northeast Financial Consultants
Connecticut
$1.73M
CFD
383
Creative Financial Designs
Indiana
$1.73M -$342 -2 -0%
BFA
384
Beacon Financial Advisory
Ohio
$1.72M +$67.1K +392 +4%
FWI
385
Facet Wealth Inc
Maryland
$1.71M -$16.9K -99 -1%
RGC
386
Roberts, Glore & Co
Illinois
$1.7M -$658K -3,844 -28%
PWAC
387
Private Wealth Advisors (California)
California
$1.7M -$5.99K -35 -0.4%
NSIM
388
North Star Investment Management
Illinois
$1.68M +$130K +757 +8%
SWM
389
Soundmark Wealth Management
Washington
$1.68M +$514 +3 +0%
TFA
390
Tobias Financial Advisors
Florida
$1.65M -$3.42K -20 -0.2%
PA
391
Probity Advisors
Texas
$1.65M -$1.37K -8 -0.1%
Bessemer Group
392
Bessemer Group
New Jersey
$1.65M +$742K +4,336 +81%
BWP
393
BSW Wealth Partners
Colorado
$1.64M -$50.2K -293 -3%
1WA
394
180 Wealth Advisors
Washington
$1.64M +$55.8K +326 +4%
Prudential Financial
395
Prudential Financial
New Jersey
$1.63M +$13.2K +77 +0.8%
FAN
396
Financial Advisors Network
California
$1.62M +$172K +1,005 +13%
CS
397
Capital Square
Tennessee
$1.62M
CBFP
398
Cedar Brook Financial Partners
Ohio
$1.61M +$22.8K +133 +1%
LWP
399
Legacy Wealth Planning
Nevada
$1.61M +$3.77K +22 +0.2%
CCM
400
Coldstream Capital Management
Washington
$1.6M -$165K -961 -9%