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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SlateStone Wealth
Florida
$2.67M -$143K -909 -5%
EA
402
Eclectic Associates
California
$2.66M -$17.9K -114 -0.7%
CDH
403
Charles D. Hyman
$2.65M – – –
Wealthfront Advisers
404
Wealthfront Advisers
California
$2.64M +$420K +2,665 +20%
NF
405
Nikulski Financial
Iowa
$2.62M +$91.9K +584 +4%
EWA
406
EverSource Wealth Advisors
Alabama
$2.61M -$106K -671 -4%
CAL
407
Capital Analysts LLC
Pennsylvania
$2.59M -$299K -1,897 -10%
SOS
408
Silver Oak Securities
Tennessee
$2.58M +$514K +3,267 +26%
IFG
409
Independent Financial Group
California
$2.58M +$50.2K +319 +2%
WF
410
Warner Financial
Maryland
$2.56M +$70.2K +446 +3%
CWA
411
CJM Wealth Advisers
Virginia
$2.55M -$259K -1,647 -10%
HWA
412
Heartwood Wealth Advisors
Virginia
$2.54M +$23.5K +149 +1%
NW
413
NewEdge Wealth
Pennsylvania
$2.54M +$106K +674 +5%
HI
414
HBK Investments
Texas
$2.54M +$2.42M +15,358 New
PFA
415
Pathway Financial Advisors
Vermont
$2.51M – – –
CC
416
Cypress Capital
Tennessee
$2.51M -$24.9K -158 -1%
SC
417
Scotia Capital
Ontario, Canada
$2.48M +$69.7K +443 +3%
WTFG
418
Wells Trecaso Financial Group
Ohio
$2.47M -$3.94K -25 -0.2%
CM
419
Columbus Macro
Pennsylvania
$2.47M -$650K -4,128 -22%
REMPR
420
Roof Eidam Maycock Peralta (REMP)
California
$2.46M +$195K +1,241 +9%
OIA
421
OneDigital Investment Advisors
Kansas
$2.45M -$525K -3,336 -18%
AWM
422
Arista Wealth Management
Nevada
$2.44M -$15M -95,363 -87%
IA
423
IFG Advisory
Georgia
$2.44M +$21.6K +137 +0.9%
CFA
424
Cahill Financial Advisors
Minnesota
$2.43M +$94.6K +601 +4%
RC
425
Roundview Capital
New Jersey
$2.42M -$6.61K -42 -0.3%