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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
401
Northeast Financial Consultants
Connecticut
$1.77M – – –
CFD
402
Creative Financial Designs
Indiana
$1.77M -$197K -1,136 -10%
WCA
403
Windsor Creek Advisors
Vermont
$1.75M +$1.48M +8,538 +549%
HR
404
Hardy Reed
Mississippi
$1.75M -$50.1K -289 -3%
BWP
405
BSW Wealth Partners
Colorado
$1.73M -$483K -2,785 -22%
SC
406
SouthState Corp
Florida
$1.72M +$182K +1,052 +12%
SWM
407
Soundmark Wealth Management
Washington
$1.71M +$741K +4,274 +76%
TFA
408
Tobias Financial Advisors
Florida
$1.7M -$166K -955 -9%
BFA
409
Beacon Financial Advisory
Ohio
$1.7M -$89.2K -515 -5%
PA
410
Probity Advisors
Texas
$1.69M -$30.7K -177 -2%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
PWAC
412
Private Wealth Advisors (California)
California
$1.68M +$32.9K +190 +2%
CA
413
Cornerstone Advisory
Maryland
$1.66M +$221K +1,275 +15%
Prudential Financial
414
Prudential Financial
New Jersey
$1.65M -$972K -5,607 -37%
LWP
415
Legacy Wealth Planning
Nevada
$1.65M +$38.3K +221 +2%
IWC
416
Integrated Wealth Concepts
Massachusetts
$1.64M -$35K -202 -2%
CBFP
417
Cedar Brook Financial Partners
Ohio
$1.63M -$121K -700 -7%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$1.63M +$99.5K +574 +7%
BAM
419
Belpointe Asset Management
Nevada
$1.62M -$666K -3,844 -29%
MA
420
MBA Advisors
Pennsylvania
$1.61M +$1.2M +6,934 +295%
SWP
421
Stratos Wealth Partners
Ohio
$1.61M +$43.8K +253 +3%
CS
422
Capital Square
Tennessee
$1.6M +$5.2K +30 +0.3%
REMPR
423
Roof Eidam Maycock Peralta (REMP)
California
$1.6M +$34.7K +200 +2%
NSIM
424
North Star Investment Management
Illinois
$1.59M +$303K +1,747 +24%
TC
425
TAP Consulting
Missouri
$1.58M -$145K -836 -8%