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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$3.11M -$192K -1,040 -6%
CW
402
CreativeOne Wealth
Kansas
$3.06M -$808K -4,373 -21%
MCWS
403
McKinley Carter Wealth Services
West Virginia
$3.06M -$123K -664 -4%
NWM
404
Northwest Wealth Management
Iowa
$3.06M -$57.1K -309 -2%
IA
405
IFP Advisors
Florida
$3.04M -$514K -2,785 -14%
WPC
406
Wedmont Private Capital
Pennsylvania
$3.01M +$18.8K +102 +0.6%
MHIC
407
Marble Harbor Investment Counsel
Massachusetts
$3.01M -$51.7K -280 -2%
ZC
408
Zeit Capital
Colorado
$3M -$14.2K -77 -0.5%
WF
409
Warner Financial
Maryland
$2.99M +$924 +5 +0%
AFTS
410
American Financial & Tax Strategies
New York
$2.97M +$19.8K +107 +0.7%
D.E. Shaw & Co
411
D.E. Shaw & Co
New York
$2.96M +$2.99M +16,211 New
FFG
412
Fiduciary Financial Group
California
$2.95M +$2.78M +15,060 New
SEIA
413
Signature Estate & Investment Advisors
California
$2.95M +$2.98M +16,139 New
CDH
414
Charles D. Hyman
$2.93M – – –
P
415
&Partners
Tennessee
$2.92M +$2.28M +12,355 +339%
FWM
416
Forza Wealth Management
Florida
$2.91M -$16.3K -88 -0.5%
EPW
417
Evergreen Private Wealth
Colorado
$2.9M +$43K +233 +1%
AF
418
Advisornet Financial
Minnesota
$2.87M -$88.9K -481 -3%
HWA
419
Heartwood Wealth Advisors
Virginia
$2.87M +$34K +184 +1%
LIA
420
LS Investment Advisors
Michigan
$2.87M -$203K -1,100 -7%
BWP
421
Baldwin Wealth Partners
Massachusetts
$2.86M -$11.3M -61,220 -80%
SWA
422
SOA Wealth Advisors
New York
$2.83M +$82.6K +447 +3%
EWA
423
EverSource Wealth Advisors
Alabama
$2.83M +$15.7K +85 +0.6%
ECM
424
Elgethun Capital Management
South Dakota
$2.81M +$632K +3,420 +29%
WP
425
WealthShield Partners
North Carolina
$2.81M +$149K +808 +6%