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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
376
Citadel Advisors
Florida
$3.45M -$109K -590 -3%
AIM
377
Alhambra Investment Management
Florida
$3.43M +$1.3M +7,025 +60%
CA
378
Clearstead Advisors
Ohio
$3.39M +$2.16M +11,669 +169%
CWM
379
Cranbrook Wealth Management
Michigan
$3.39M -$14.4K -78 -0.4%
SFM
380
Signet Financial Management
New Jersey
$3.38M -$527K -2,854 -13%
TWM
381
TriaGen Wealth Management
California
$3.38M +$117K +634 +4%
TAM
382
Tocqueville Asset Management
New York
$3.37M +$20.7K +112 +0.6%
FCA
383
FinTrust Capital Advisors
South Carolina
$3.36M +$9.61K +52 +0.3%
SC
384
Scotia Capital
Ontario, Canada
$3.35M +$110K +595 +3%
OCFG
385
O'Connor Financial Group
Illinois
$3.31M -$103K -559 -3%
PAI
386
Pittenger & Anderson Inc
Nebraska
$3.31M
CA
387
CSM Advisors
Pennsylvania
$3.29M -$606K -3,280 -15%
TF
388
Theory Financial
Colorado
$3.27M -$777K -4,206 -19%
WRPWM
389
Werba Rubin Papier Wealth Management
California
$3.27M +$476K +2,575 +17%
FWP
390
FAS Wealth Partners
Kansas
$3.27M -$80K -433 -2%
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$3.25M +$110K +593 +3%
VIA
392
Vickerman Investment Advisors
Washington
$3.23M +$11.3K +61 +0.3%
FWP
393
Falcon Wealth Planning
California
$3.23M -$393K -2,126 -11%
GWM
394
Greenhouse Wealth Management
Connecticut
$3.19M
SWM
395
Spire Wealth Management
Virginia
$3.16M -$197K -1,067 -6%
SFS
396
Sowell Financial Services
Arkansas
$3.16M -$176K -953 -5%
REMPR
397
Roof Eidam Maycock Peralta (REMP)
California
$3.16M +$137K +740 +4%
FFO
398
Fiduciary Family Office
Florida
$3.16M -$52.1K -282 -2%
3IP
399
3Chopt Investment Partners
Virginia
$3.15M +$4.99K +27 +0.2%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$3.11M -$192K -1,040 -6%