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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
401
Tortoise Investment Management
New York
$4.69M -$264K -1,134 -6%
AIA
402
Ally Invest Advisors
North Carolina
$4.67M +$102K +437 +2%
IA
403
IFP Advisors
Florida
$4.67M +$479K +2,060 +12%
TPI
404
Trust Point Inc
Wisconsin
$4.63M -$3.49K -15 -0.1%
BWA
405
BlueSky Wealth Advisors
North Carolina
$4.59M -$346K -1,487 -7%
AG
406
Ascent Group
Virginia
$4.58M -$59.3K -255 -1%
MBI
407
May Barnhard Investments
Maryland
$4.55M +$131K +563 +3%
AWS
408
Aspen Wealth Strategies
Colorado
$4.53M +$79.6K +342 +2%
AIM
409
Alhambra Investment Management
Florida
$4.53M -$351K -1,510 -7%
BSB
410
Bangor Savings Bank
Maine
$4.52M -$496K -2,134 -10%
CWM
411
Carolina Wealth Management
North Carolina
$4.48M +$4.29M +18,431 New
FWP
412
Falcon Wealth Planning
California
$4.46M -$187K -802 -4%
GWM
413
Geneos Wealth Management
Colorado
$4.44M +$385K +1,654 +10%
Lido Advisors
414
Lido Advisors
California
$4.44M +$114K +491 +3%
TCWM
415
Total Clarity Wealth Management
Illinois
$4.44M -$2.91M -12,521 -41%
WF
416
Warner Financial
Maryland
$4.4M +$97K +417 +2%
MWA
417
Martel Wealth Advisors
Washington
$4.4M -$87K -374 -2%
PAI
418
Pittenger & Anderson Inc
Nebraska
$4.39M +$2.33K +10 +0.1%
KF
419
Krilogy Financial
Missouri
$4.38M -$71.4K -307 -2%
EA
420
Echo45 Advisors
California
$4.35M +$46.5K +200 +1%
DPI
421
Diversified Portfolios Inc
Michigan
$4.34M +$14.4K +62 +0.3%
SDWMA
422
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.33M +$1.06M +4,577 +35%
CAMG
423
CWA Asset Management Group
Florida
$4.32M +$5.82K +25 +0.1%
FFG
424
Fiduciary Financial Group
California
$4.31M -$230K -990 -5%
ACA
425
AllStreet Capital Advisors
California
$4.29M +$69.3K +298 +2%