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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
426
Werba Rubin Papier Wealth Management
California
$4.29M +$187K +804 +5%
FF
427
Fluent Financial
Texas
$4.29M +$123K +528 +3%
V
428
Viaable
Pennsylvania
$4.28M +$4.1M +17,627 New
RIM
429
Rockbridge Investment Management
New York
$4.27M -$95.8K -412 -2%
VFS
430
Valpey Financial Services
New Hampshire
$4.26M -$235K -1,011 -5%
IWS
431
Integrity Wealth Solutions
Colorado
$4.25M +$42.3K +182 +1%
FFO
432
Fiduciary Family Office
Florida
$4.21M +$34.9K +150 +0.9%
DWM
433
Diversify Wealth Management
Utah
$4.19M +$9.54K +41 +0.2%
DAS
434
Diversify Advisory Services
Utah
$4.19M +$3.97M +17,046 New
JWCA
435
J.W. Cole Advisors
Florida
$4.17M +$3.99M +17,157 New
PNC
436
Park National Corp
Ohio
$4.16M -$1.52M -6,519 -28%
SWA
437
Stratos Wealth Advisors
Ohio
$4.15M +$294K +1,264 +8%
IFA
438
Index Fund Advisors
California
$4.12M -$27K -116 -0.7%
JIR
439
James Investment Research
Ohio
$4.12M -$34.7K -149 -0.9%
FTUS
440
Flow Traders U.S.
New York
$4.1M +$2.24M +9,615 +133%
FWP
441
FAS Wealth Partners
Kansas
$4.06M -$45.6K -196 -1%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$4.06M +$21.2K +91 +0.5%
NW
443
NewEdge Wealth
Pennsylvania
$4.05M +$36.1K +155 +0.9%
BAM
444
Beaumont Asset Management
Texas
$4.03M -$836K -3,594 -18%
JWA
445
JFS Wealth Advisors
Pennsylvania
$3.99M -$9.77K -42 -0.3%
RWM
446
Rialto Wealth Management
New York
$3.98M -$62.1K -267 -2%
LAM
447
LOM Asset Management
$3.98M -$811K -3,488 -18%
CA
448
CWC Advisors
Oregon
$3.97M -$215K -925 -5%
3IP
449
3Chopt Investment Partners
Virginia
$3.96M -$90.7K -390 -2%
MWM
450
Modern Wealth Management
Kansas
$3.95M +$3.08M +13,255 +444%