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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Rialto Wealth Management
New York
$3.89M +$4.03M +19,641 New
IFA
377
Index Fund Advisors
California
$3.87M +$2.46K +12 +0.1%
TWM
378
TriaGen Wealth Management
California
$3.86M +$36.3K +177 +0.9%
MWA
379
Martel Wealth Advisors
Washington
$3.82M -$148K -719 -4%
CA
380
Clearstead Advisors
Ohio
$3.82M +$254K +1,236 +7%
FYW
381
Future You Wealth
New York
$3.77M +$3.91M +19,030 New
Citigroup
382
Citigroup
New York
$3.76M -$868K -4,228 -18%
OO
383
Obsido Oy
$3.76M +$3.89M +18,954 New
NFC
384
Northeast Financial Consultants
Connecticut
$3.76M
SC
385
Scotia Capital
Ontario, Canada
$3.73M +$103K +504 +3%
SWRP
386
Summit Wealth & Retirement Planning
California
$3.73M +$1.86M +9,050 +92%
BW
387
BIP Wealth
Georgia
$3.71M +$258K +1,259 +7%
IWS
388
Integrity Wealth Solutions
Colorado
$3.7M -$67.9K -331 -2%
CFA
389
Cahill Financial Advisors
Minnesota
$3.68M +$775K +3,773 +26%
SWM
390
Stark Wealth Management
Pennsylvania
$3.66M +$3.79M +18,478 New
CANC
391
Culbertson A N & Co
Virginia
$3.62M +$281K +1,370 +8%
UB
392
UMB Bank
Missouri
$3.59M -$56.5K -275 -1%
3IP
393
3Chopt Investment Partners
Virginia
$3.58M +$252K +1,227 +7%
PAI
394
Pittenger & Anderson Inc
Nebraska
$3.58M
APP
395
Avantax Planning Partners
Iowa
$3.58M -$158K -771 -4%
WF
396
Warner Financial
Maryland
$3.56M +$235K +1,144 +7%
CWM
397
Cranbrook Wealth Management
Michigan
$3.56M -$48.7K -237 -1%
TAM
398
Tocqueville Asset Management
New York
$3.54M -$18.9K -92 -0.5%
SEIA
399
Signature Estate & Investment Advisors
California
$3.54M +$179K +873 +5%
TF
400
Theory Financial
Colorado
$3.54M +$73.3K +357 +2%