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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
401
Essex Financial Services
Connecticut
$3.37M +$68.8K +381 +2%
FFO
402
Fiduciary Family Office
Florida
$3.37M -$42.9K -238 -1%
Quotient Wealth Partners
403
Quotient Wealth Partners
Texas
$3.35M -$2.96M -16,403 -48%
GWM
404
Greenhouse Wealth Management
Connecticut
$3.35M +$14.6K +81 +0.5%
MCWS
405
McKinley Carter Wealth Services
West Virginia
$3.35M -$206K -1,140 -6%
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$3.3M -$198K -1,100 -6%
3IP
407
3Chopt Investment Partners
Virginia
$3.29M -$108K -600 -3%
NewEdge Wealth
408
NewEdge Wealth
Pennsylvania
$3.29M +$248K +1,377 +8%
NWM
409
Northwest Wealth Management
Iowa
$3.28M -$125K -691 -4%
Jane Street
410
Jane Street
New York
$3.26M +$3.07M +16,991 New
TC
411
TownSquare Capital
Utah
$3.25M +$232K +1,283 +8%
KDA
412
Kraft Davis & Associates
Missouri
$3.25M +$865K +4,795 +39%
Independent Financial Group
413
Independent Financial Group
California
$3.24M +$272K +1,505 +10%
LIA
414
LS Investment Advisors
Michigan
$3.22M -$478K -2,650 -14%
MHIC
415
Marble Harbor Investment Counsel
Massachusetts
$3.21M +$104K +575 +4%
REMPR
416
Roof Eidam Maycock Peralta (REMP)
California
$3.18M +$107K +592 +4%
ZC
417
Zeit Capital
Colorado
$3.16M +$38.8K +215 +1%
Prospera Financial Services
418
Prospera Financial Services
Texas
$3.16M -$461K -2,554 -13%
WF
419
Warner Financial
Maryland
$3.14M +$109K +606 +4%
AF
420
Advisornet Financial
Minnesota
$3.11M -$1.6M -8,855 -35%
AFTS
421
American Financial & Tax Strategies
New York
$3.1M -$74.3K -412 -2%
CFA
422
Cahill Financial Advisors
Minnesota
$3.1M +$208K +1,153 +8%
FWM
423
Forza Wealth Management
Florida
$3.08M -$38.8K -215 -1%
CDH
424
Charles D. Hyman
$3.08M – – –
WFM
425
Wolff Financial Management
Michigan
$3.05M +$38.6K +214 +1%