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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
401
Fiduciary Family Office
Florida
$3.37M -$42.9K -238 -1%
QWP
402
Quotient Wealth Partners
Texas
$3.35M -$2.96M -16,403 -48%
GWM
403
Greenhouse Wealth Management
Connecticut
$3.35M +$14.6K +81 +0.5%
MCWS
404
McKinley Carter Wealth Services
West Virginia
$3.35M -$206K -1,140 -6%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$3.3M -$198K -1,100 -6%
3IP
406
3Chopt Investment Partners
Virginia
$3.29M -$108K -600 -3%
NW
407
NewEdge Wealth
Pennsylvania
$3.29M +$248K +1,377 +8%
NWM
408
Northwest Wealth Management
Iowa
$3.28M -$125K -691 -4%
Jane Street
409
Jane Street
New York
$3.26M +$3.07M +16,991 New
TC
410
TownSquare Capital
Utah
$3.25M +$232K +1,283 +8%
KDA
411
Kraft Davis & Associates
Missouri
$3.25M +$865K +4,795 +39%
IFG
412
Independent Financial Group
California
$3.24M +$272K +1,505 +10%
LIA
413
LS Investment Advisors
Michigan
$3.22M -$478K -2,650 -14%
MHIC
414
Marble Harbor Investment Counsel
Massachusetts
$3.21M +$104K +575 +4%
REMPR
415
Roof Eidam Maycock Peralta (REMP)
California
$3.18M +$107K +592 +4%
ZC
416
Zeit Capital
Colorado
$3.16M +$38.8K +215 +1%
PFS
417
Prospera Financial Services
Texas
$3.16M -$461K -2,554 -13%
WF
418
Warner Financial
Maryland
$3.14M +$109K +606 +4%
AF
419
Advisornet Financial
Minnesota
$3.11M -$1.6M -8,855 -35%
AFTS
420
American Financial & Tax Strategies
New York
$3.1M -$74.3K -412 -2%
CFA
421
Cahill Financial Advisors
Minnesota
$3.1M +$208K +1,153 +8%
FWM
422
Forza Wealth Management
Florida
$3.08M -$38.8K -215 -1%
CDH
423
Charles D. Hyman
$3.08M
WFM
424
Wolff Financial Management
Michigan
$3.05M +$38.6K +214 +1%
EPW
425
Evergreen Private Wealth
Colorado
$3M -$760K -4,211 -21%