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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
401
BIP Wealth
Georgia
$3.51M +$814K +4,234 +32%
SWM
402
Spire Wealth Management
Virginia
$3.49M +$12.9K +67 +0.4%
MFIM
403
Mesirow Financial Investment Management
Illinois
$3.49M +$1.68M +8,722 +101%
MBI
404
May Barnhard Investments
Maryland
$3.49M +$443K +2,304 +15%
FFO
405
Fiduciary Family Office
Florida
$3.48M +$10.6K +55 +0.3%
TF
406
Theory Financial
Colorado
$3.48M -$84.2K -438 -2%
REMPR
407
Roof Eidam Maycock Peralta (REMP)
California
$3.46M -$11.1K -58 -0.3%
WRPWM
408
Werba Rubin Papier Wealth Management
California
$3.45M -$144K -749 -4%
OCFG
409
O'Connor Financial Group
Illinois
$3.43M -$201K -1,047 -6%
SEIA
410
Signature Estate & Investment Advisors
California
$3.41M +$163K +849 +5%
CANC
411
Culbertson A N & Co
Virginia
$3.39M +$530K +2,755 +19%
3IP
412
3Chopt Investment Partners
Virginia
$3.38M -$61.7K -321 -2%
WF
413
Warner Financial
Maryland
$3.38M +$90K +468 +3%
ECM
414
Elgethun Capital Management
South Dakota
$3.37M +$265K +1,379 +9%
JWA
415
JFS Wealth Advisors
Pennsylvania
$3.37M +$3.15M +16,394 +4,109%
WFM
416
Wolff Financial Management
Michigan
$3.37M +$3.22M +16,766 New
NWM
417
Northwest Wealth Management
Iowa
$3.35M -$21.1K -110 -0.7%
MHIC
418
Marble Harbor Investment Counsel
Massachusetts
$3.3M -$9.61K -50 -0.3%
SFS
419
Sowell Financial Services
Arkansas
$3.29M -$160K -832 -5%
ZC
420
Zeit Capital
Colorado
$3.29M -$7.11K -37 -0.2%
HWA
421
Heartwood Wealth Advisors
Virginia
$3.26M +$105K +547 +3%
FLPIM
422
F.L. Putnam Investment Management
Massachusetts
$3.26M -$1.72M -8,942 -36%
BCM
423
Brookstone Capital Management
Illinois
$3.22M +$384K +1,996 +14%
IA
424
IFP Advisors
Florida
$3.22M -$120K -626 -4%
EPW
425
Evergreen Private Wealth
Colorado
$3.22M +$28.8K +150 +0.9%