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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
376
Level Financial Advisors
New York
$2.4M -$40K -244 -1%
TFA
377
Tobias Financial Advisors
Florida
$2.38M +$962K +5,865 +59%
CA
378
Cetera Advisors
Colorado
$2.32M -$253K -1,542 -9%
CWA
379
CJM Wealth Advisers
Virginia
$2.31M +$966K +5,891 +62%
WA
380
WP Advisors
California
$2.29M +$23.1K +141 +0.9%
FFG
381
Fullen Financial Group
Ohio
$2.27M -$5.08K -31 -0.2%
MCA
382
MSH Capital Advisors
Arizona
$2.27M -$18.4K -112 -0.7%
PWM
383
PBMares Wealth Management
Virginia
$2.27M +$377K +2,301 +18%
PA
384
Paragon Advisors
Texas
$2.26M -$826K -5,038 -25%
PFG
385
Pinnacle Financial Group
Illinois
$2.26M +$320K +1,952 +15%
FA
386
Faithward Advisors
Pennsylvania
$2.26M +$99.7K +608 +4%
PFA
387
Pathway Financial Advisors
Vermont
$2.26M
FUBT
388
First United Bank & Trust
Maryland
$2.23M -$176K -1,073 -7%
HWA
389
Heartwood Wealth Advisors
Virginia
$2.21M -$124K -757 -5%
DY
390
Dowling & Yahnke
California
$2.21M +$59K +360 +2%
MCA
391
Maryland Capital Advisors
Maryland
$2.21M -$246K -1,503 -9%
IFA
392
Index Fund Advisors
California
$2.21M -$976K -5,952 -29%
WCA
393
Waypoint Capital Advisors
Minnesota
$2.2M
MWM
394
Meridian Wealth Management
Kentucky
$2.19M +$1.9M +11,608 +383%
WTFG
395
Wells Trecaso Financial Group
Ohio
$2.17M -$28.7K -175 -1%
SSW
396
Stone Summit Wealth
Florida
$2.16M +$1M +6,112 +74%
Lido Advisors
397
Lido Advisors
California
$2.15M -$363K -2,215 -13%
ML
398
Mayport LLC
Massachusetts
$2.14M +$95.6K +583 +4%
SFP
399
Sterling Financial Planning
New Jersey
$2.13M +$40.3K +246 +2%
SC
400
Scotia Capital
Ontario, Canada
$2.08M +$154K +939 +7%