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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
CreativeOne Wealth
Kansas
$3.06M -$808K -4,373 -21%
MCWS
402
McKinley Carter Wealth Services
West Virginia
$3.06M -$123K -664 -4%
NWM
403
Northwest Wealth Management
Iowa
$3.06M -$57.1K -309 -2%
IA
404
IFP Advisors
Florida
$3.04M -$514K -2,785 -14%
WPC
405
Wedmont Private Capital
Pennsylvania
$3.01M +$18.8K +102 +0.6%
MHIC
406
Marble Harbor Investment Counsel
Massachusetts
$3.01M -$51.7K -280 -2%
ZC
407
Zeit Capital
Colorado
$3M -$14.2K -77 -0.5%
WF
408
Warner Financial
Maryland
$2.99M +$924 +5 +0%
AFTS
409
American Financial & Tax Strategies
New York
$2.97M +$19.8K +107 +0.7%
D.E. Shaw & Co
410
D.E. Shaw & Co
New York
$2.96M +$2.99M +16,211 New
FFG
411
Fiduciary Financial Group
California
$2.95M +$2.78M +15,060 New
SEIA
412
Signature Estate & Investment Advisors
California
$2.95M +$2.98M +16,139 New
CDH
413
Charles D. Hyman
$2.93M
P
414
&Partners
Tennessee
$2.92M +$2.28M +12,355 +339%
FWM
415
Forza Wealth Management
Florida
$2.91M -$16.3K -88 -0.5%
EPW
416
Evergreen Private Wealth
Colorado
$2.9M +$43K +233 +1%
AF
417
Advisornet Financial
Minnesota
$2.87M -$88.9K -481 -3%
HWA
418
Heartwood Wealth Advisors
Virginia
$2.87M +$34K +184 +1%
LIA
419
LS Investment Advisors
Michigan
$2.87M -$203K -1,100 -7%
BWP
420
Baldwin Wealth Partners
Massachusetts
$2.86M -$11.3M -61,220 -80%
SWA
421
SOA Wealth Advisors
New York
$2.83M +$82.6K +447 +3%
EWA
422
EverSource Wealth Advisors
Alabama
$2.83M +$15.7K +85 +0.6%
ECM
423
Elgethun Capital Management
South Dakota
$2.81M +$632K +3,420 +29%
WP
424
WealthShield Partners
North Carolina
$2.81M +$149K +808 +6%
CFA
425
Cahill Financial Advisors
Minnesota
$2.79M -$154K -832 -5%