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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
401
Cathy Pareto & Associates
Florida
$4.09M -$92.3K -441 -2%
TAM
402
Tocqueville Asset Management
New York
$4.07M +$210K +1,005 +6%
BWA
403
BlueSky Wealth Advisors
North Carolina
$4.06M +$267K +1,274 +7%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$4.04M -$94.4K -451 -2%
DPI
405
Diversified Portfolios Inc
Michigan
$4.03M -$81K -387 -2%
MWA
406
Martel Wealth Advisors
Washington
$4.01M -$20.5K -98 -0.5%
CF
407
Cantor Fitzgerald
New York
$4.01M +$3.96M +18,936 New
AIA
408
Ally Invest Advisors
North Carolina
$3.96M +$128K +609 +3%
IWM
409
IHT Wealth Management
Illinois
$3.95M -$1.01M -4,823 -21%
HI
410
Harbour Investments
Wisconsin
$3.94M +$53.4K +255 +1%
WPC
411
Wedmont Private Capital
Pennsylvania
$3.93M +$8.79K +42 +0.2%
TF
412
Theory Financial
Colorado
$3.89M -$275K -1,313 -7%
SCP
413
Stevens Capital Partners
Nebraska
$3.87M +$381K +1,819 +11%
FAN
414
Financial Advisors Network
California
$3.87M +$242K +1,155 +7%
FFG
415
Fiduciary Financial Group
California
$3.85M +$29.5K +141 +0.8%
AWS
416
Aspen Wealth Strategies
Colorado
$3.84M +$228K +1,087 +6%
BAM
417
Belpointe Asset Management
Nevada
$3.84M -$1.23M -5,894 -25%
PAI
418
Pittenger & Anderson Inc
Nebraska
$3.82M
CTC
419
Central Trust Company
Missouri
$3.81M -$356K -1,698 -9%
JIR
420
James Investment Research
Ohio
$3.8M -$103K -493 -3%
ACA
421
AllStreet Capital Advisors
California
$3.79M +$3.74M +17,876 New
CAMG
422
CWA Asset Management Group
Florida
$3.75M +$209 +1 +0%
EA
423
Echo45 Advisors
California
$3.74M +$115K +548 +3%
RWM
424
Rialto Wealth Management
New York
$3.71M +$219K +1,048 +6%
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$3.7M -$4.8M -22,919 -57%