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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
401
Theory Financial
Colorado
$3.3M -$31.8K -161 -0.9%
GWM
402
Greenhouse Wealth Management
Connecticut
$3.3M +$22.5K +114 +0.6%
UMB Bank
403
UMB Bank
Missouri
$3.29M -$86.5K -438 -2%
WFA
404
Woodward Financial Advisors
North Carolina
$3.29M -$54.1K -274 -2%
MHIC
405
Marble Harbor Investment Counsel
Massachusetts
$3.28M +$186K +940 +6%
CA
406
CWC Advisors
Oregon
$3.26M -$64.8K -328 -2%
FWP
407
FAS Wealth Partners
Kansas
$3.24M -$93.4K -473 -3%
EFS
408
Essex Financial Services
Connecticut
$3.23M -$9.88K -50 -0.3%
Quadrature Capital
409
Quadrature Capital
United Kingdom
$3.21M +$3.41M +17,255 New
Tocqueville Asset Management
410
Tocqueville Asset Management
New York
$3.21M -$129K -651 -4%
Arkadios Wealth Advisors
411
Arkadios Wealth Advisors
Georgia
$3.21M +$1.99M +10,070 +141%
FFO
412
Fiduciary Family Office
Florida
$3.2M +$3.39M +17,160 New
FYW
413
Future You Wealth
New York
$3.18M -$387K -1,960 -10%
Wedmont Private Capital
414
Wedmont Private Capital
Pennsylvania
$3.13M +$40.5K +205 +1%
3IP
415
3Chopt Investment Partners
Virginia
$3.1M -$290K -1,469 -8%
JWA
416
JFS Wealth Advisors
Pennsylvania
$3.09M – – –
WP
417
WealthShield Partners
North Carolina
$3.08M +$113K +570 +4%
RIA
418
Regal Investment Advisors
Michigan
$3.07M +$1.14M +5,765 +54%
WFM
419
Wolff Financial Management
Michigan
$3.06M -$39.1K -198 -1%
FM
420
Foster & Motley
Ohio
$3.06M -$259K -1,312 -7%
SFM
421
Signet Financial Management
New Jersey
$3.05M -$226K -1,146 -7%
EPW
422
Evergreen Private Wealth
Colorado
$3.03M +$51K +258 +2%
EA
423
Echo45 Advisors
California
$3.02M +$48.2K +244 +2%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$2.99M -$203K -1,030 -6%
FWM
425
Forza Wealth Management
Florida
$2.97M -$7.9K -40 -0.3%