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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
401
May Barnhard Investments
Maryland
$3.54M +$94.6K +461 +3%
FWP
402
FAS Wealth Partners
Kansas
$3.54M -$62K -302 -2%
ECM
403
Elgethun Capital Management
South Dakota
$3.53M +$208K +1,015 +6%
CA
404
CWC Advisors
Oregon
$3.53M +$43.7K +213 +1%
WPC
405
Wedmont Private Capital
Pennsylvania
$3.53M +$66.7K +325 +2%
FWP
406
Falcon Wealth Planning
California
$3.53M -$78K -380 -2%
VIA
407
Vickerman Investment Advisors
Washington
$3.52M -$79.2K -386 -2%
FM
408
Foster & Motley
Ohio
$3.52M -$512K -2,494 -12%
CAMG
409
CWA Asset Management Group
Florida
$3.5M +$16.4K +80 +0.5%
GWM
410
Greenhouse Wealth Management
Connecticut
$3.48M -$10.9K -53 -0.3%
SFM
411
Signet Financial Management
New Jersey
$3.47M -$41.5K -202 -1%
TCWM
412
Total Clarity Wealth Management
Illinois
$3.47M +$1.62M +7,908 +82%
REMPR
413
Roof Eidam Maycock Peralta (REMP)
California
$3.45M +$37.4K +182 +1%
IA
414
IFP Advisors
Florida
$3.45M +$284K +1,383 +9%
EFS
415
Essex Financial Services
Connecticut
$3.44M -$247M -1,204,787 -99%
SWM
416
Spire Wealth Management
Virginia
$3.43M -$23.2K -113 -0.6%
PRP
417
Peak Retirement Planning
Ohio
$3.42M +$3.54M +17,257 New
WIA
418
World Investment Advisors
California
$3.4M -$29M -141,423 -89%
WRPWM
419
Werba Rubin Papier Wealth Management
California
$3.39M -$16K -78 -0.5%
EWA
420
EverSource Wealth Advisors
Alabama
$3.36M +$627K +3,056 +22%
OFP
421
OLIO Financial Planning
Virginia
$3.36M -$4.72M -22,969 -58%
Principal Financial Group
422
Principal Financial Group
Iowa
$3.35M +$3.47M +16,905 New
WFM
423
Wolff Financial Management
Michigan
$3.3M -$23.6K -115 -0.7%
MHIC
424
Marble Harbor Investment Counsel
Massachusetts
$3.3M +$47.2K +230 +1%
JWA
425
JFS Wealth Advisors
Pennsylvania
$3.29M -$39.2K -191 -1%