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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$3.3M +$619K +3,791 +26%
BW
402
BIP Wealth
Georgia
$3.28M +$477K +2,920 +19%
PAI
403
Pittenger & Anderson Inc
Nebraska
$3.27M -$326 -2 -0%
SWM
404
Spire Wealth Management
Virginia
$3.24M -$61.5K -377 -2%
RA
405
RFG Advisory
Alabama
$3.24M +$1.4M +8,557 +91%
FFO
406
Fiduciary Family Office
Florida
$3.21M +$2.91M +17,812 New
NWM
407
Northwest Wealth Management
Iowa
$3.2M -$96K -588 -3%
PFG
408
Pinnacle Financial Group
Illinois
$3.2M +$146K +897 +5%
3IP
409
3Chopt Investment Partners
Virginia
$3.19M -$241K -1,477 -8%
VIA
410
Vickerman Investment Advisors
Washington
$3.19M -$478K -2,926 -14%
AWA
411
Arkadios Wealth Advisors
Georgia
$3.18M +$541K +3,316 +23%
FWP
412
FAS Wealth Partners
Kansas
$3.17M -$24.2K -148 -0.8%
CA
413
CSM Advisors
Pennsylvania
$3.14M +$11.3K +69 +0.4%
IAA
414
Independent Advisor Alliance
North Carolina
$3.13M +$1.52M +9,288 +101%
GWM
415
Greenhouse Wealth Management
Connecticut
$3.13M +$3.59K +22 +0.1%
EFS
416
Essex Financial Services
Connecticut
$3.1M -$263K -1,609 -9%
WP
417
WealthShield Partners
North Carolina
$3.09M -$1.7M -10,444 -38%
NB
418
NBT Bank
New York
$3.04M +$2.76M +16,915 New
SC
419
Scotia Capital
Ontario, Canada
$3.01M +$207K +1,268 +8%
FCA
420
FinTrust Capital Advisors
South Carolina
$2.99M +$275K +1,686 +11%
CFGA
421
Cambridge Financial Group (Arizona)
Arizona
$2.99M +$2.71M +16,624 New
NW
422
NewEdge Wealth
Pennsylvania
$2.99M +$258K +1,583 +11%
AFTS
423
American Financial & Tax Strategies
New York
$2.98M +$2.7M +16,560 New
ZC
424
Zeit Capital
Colorado
$2.93M -$237K -1,454 -8%
FWM
425
Forza Wealth Management
Florida
$2.93M -$453K -2,778 -15%