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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
401
TFO Wealth Partners
Ohio
$739K +$715K +5,398 New
CCP
402
Corient Capital Partners
California
$736K +$61.9K +467 +10%
SIA
403
Strategic Investment Advisors
Michigan
$736K +$233K +1,758 +49%
NFG
404
Nations Financial Group
Iowa
$735K +$3.18K +24 +0.4%
MCM
405
MAI Capital Management
Ohio
$734K -$54.3K -410 -7%
TFS
406
TrustCore Financial Services
Tennessee
$732K +$261K +1,972 +59%
CONA
407
Capital One National Association
New York
$731K +$706K +5,330 New
MA
408
Modus Advisors
Minnesota
$726K +$702K +5,297 New
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$722K +$22K +166 +3%
Brown Advisory
410
Brown Advisory
Maryland
$707K -$82.9K -626 -11%
PHS
411
Pekin Hardy Strauss
Illinois
$706K +$442K +3,340 +185%
Prudential Financial
412
Prudential Financial
New Jersey
$704K +$63.2K +477 +10%
AMCA
413
Arthur M. Cohen & Associates
Illinois
$702K +$4.77K +36 +0.7%
MWA
414
Martel Wealth Advisors
Washington
$690K +$16.2K +122 +2%
ACP
415
Aveo Capital Partners
Colorado
$687K -$24.6K -186 -4%
ABC
416
Associated Banc-Corp
Wisconsin
$686K -$90.2K -681 -12%
RWM
417
Raffa Wealth Management
District of Columbia
$685K +$1.19K +9 +0.2%
CTA
418
Chesley Taft & Associates
Illinois
$684K +$259K +1,955 +64%
CF
419
Corrigan Financial
Rhode Island
$684K -$5.03K -38 -0.8%
PSF
420
Pacific Sun Financial
California
$683K -$1.32K -10 -0.2%
CMBA
421
C.M. Bidwell & Associates
Hawaii
$679K +$20.1K +152 +3%
SIA
422
Starfire Investment Advisers
Michigan
$677K +$11.1K +84 +2%
Vanguard Group
423
Vanguard Group
Pennsylvania
$672K -$2.58M -19,443 -80%
LW
424
Linscomb Wealth
Texas
$665K +$405K +3,060 +171%
MFS
425
McNamara Financial Services
Massachusetts
$655K -$5.03K -38 -0.8%