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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
426
Cahill Financial Advisors
Minnesota
$2.36M +$14.9K +89 +0.6%
WTFG
427
Wells Trecaso Financial Group
Ohio
$2.35M -$30.1K -180 -1%
TWM
428
TriaGen Wealth Management
California
$2.34M +$147K +879 +6%
RC
429
Roundview Capital
New Jersey
$2.32M -$16.7K -100 -0.7%
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
$2.32M +$2.43M +14,518 New
WCFA
431
Walkner Condon Financial Advisors
Wisconsin
$2.3M +$48.5K +290 +2%
LIM
432
Leavell Investment Management
Alabama
$2.29M -$523K -3,129 -18%
AWA
433
Arkadios Wealth Advisors
Georgia
$2.29M +$1.58M +9,460 +193%
OIA
434
OneDigital Investment Advisors
Kansas
$2.26M -$101K -607 -4%
IA
435
Inspire Advisors
Idaho
$2.25M +$1.04M +6,241 +79%
CW
436
CreativeOne Wealth
Kansas
$2.25M +$457K +2,735 +24%
IFG
437
Independent Financial Group
California
$2.24M -$254K -1,517 -10%
VF
438
Vawter Financial
Ohio
$2.24M -$45K -269 -2%
EA
439
Echo45 Advisors
California
$2.21M +$1.84K +11 +0.1%
LIG
440
Lokken Investment Group
Delaware
$2.21M -$27.6K -165 -1%
FFL
441
Financial Freedom LLC
Ohio
$2.21M -$4.68K -28 -0.2%
BWM
442
Brown Wealth Management
Illinois
$2.21M +$501K +2,994 +28%
IWC
443
Integrated Wealth Concepts
Massachusetts
$2.2M +$196K +1,170 +9%
CF
444
Corrigan Financial
Rhode Island
$2.19M -$14.7K -88 -0.6%
WA
445
WP Advisors
California
$2.17M -$23.2K -139 -1%
RPSA
446
Richard P. Slaughter Associates
Texas
$2.15M -$628K -3,754 -22%
LWMNY
447
Landmark Wealth Management (New York)
New York
$2.15M +$2.25M +13,465 New
MCA
448
MSH Capital Advisors
Arizona
$2.15M -$138K -825 -6%
WCA
449
Waypoint Capital Advisors
Minnesota
$2.14M +$21.7K +130 +1%
KeyBank National Association
450
KeyBank National Association
Ohio
$2.13M -$84.8K -507 -4%