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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
376
Faithward Advisors
Pennsylvania
$2.53M -$27K -152 -1%
Lido Advisors
377
Lido Advisors
California
$2.51M +$84.8K +477 +4%
DY
378
Dowling & Yahnke
California
$2.51M -$242K -1,358 -9%
CF
379
Corrigan Financial
Rhode Island
$2.51M -$7.47K -42 -0.3%
SIM
380
Studio Investment Management
Illinois
$2.5M +$2.27M +12,777 +1,074%
SMA
381
Sage Mountain Advisors
Georgia
$2.49M +$1.97M +11,070 +389%
OneDigital Investment Advisors
382
OneDigital Investment Advisors
Kansas
$2.45M +$251K +1,411 +11%
CA
383
Continuum Advisory
Idaho
$2.44M +$65.6K +369 +3%
CCA
384
Column Capital Advisors
Indiana
$2.44M +$13.9K +78 +0.6%
Wilbanks Smith & Thomas Asset Management
385
Wilbanks Smith & Thomas Asset Management
Virginia
$2.43M +$8K +45 +0.3%
HWA
386
Heartwood Wealth Advisors
Virginia
$2.43M +$113K +635 +5%
TFS
387
TrustCore Financial Services
Tennessee
$2.42M +$1.15M +6,490 +92%
SFP
388
Sterling Financial Planning
New Jersey
$2.4M +$119K +667 +5%
HGERS
389
Householder Group Estate & Retirement Specialist
Arizona
$2.39M +$2.38M +13,378 New
CANC
390
Culbertson A N & Co
Virginia
$2.39M -$55.1K -310 -2%
ATC
391
Argent Trust Co
Tennessee
$2.39M -$162K -911 -6%
AFP
392
Ausdal Financial Partners
Iowa
$2.38M +$158K +886 +7%
Truepoint Inc
393
Truepoint Inc
Ohio
$2.38M +$4.8K +27 +0.2%
PIMG
394
Patriot Investment Management Group
Tennessee
$2.38M +$35.7K +201 +2%
WIP
395
WealthCare Investment Partners
Rhode Island
$2.34M +$2.33M +13,089 New
LWM
396
Lionsbridge Wealth Management
Florida
$2.34M -$30.2K -170 -1%
Personal Capital Advisors
397
Personal Capital Advisors
California
$2.34M +$267K +1,504 +13%
TFP
398
Triune Financial Partners
Kansas
$2.34M +$2.33M +13,075 New
BDWCC
399
B&D White Capital Company
Texas
$2.33M – – –
BDF
400
Black Diamond Financial
Maryland
$2.3M +$878K +4,936 +62%