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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$3.29M -$39.2K -191 -1%
SWA
427
SOA Wealth Advisors
New York
$3.26M +$102K +498 +3%
EF
428
Envision Financial
Wisconsin
$3.23M +$3.35M +16,321 New
OCFG
429
O'Connor Financial Group
Illinois
$3.23M -$161K -782 -5%
FFG
430
Fiduciary Financial Group
California
$3.23M +$164K +798 +5%
HWA
431
Heartwood Wealth Advisors
Virginia
$3.22M – – –
EA
432
Echo45 Advisors
California
$3.18M +$264K +1,285 +9%
EPW
433
Evergreen Private Wealth
Colorado
$3.17M -$8.62K -42 -0.3%
FWM
434
Forza Wealth Management
Florida
$3.16M – – –
WP
435
WealthShield Partners
North Carolina
$3.16M -$333K -1,624 -9%
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$3.16M -$61.2K -298 -2%
CFSG
437
Community Financial Services Group
Vermont
$3.14M -$586K -2,854 -15%
BWP
438
Baldwin Wealth Partners
Massachusetts
$3.13M +$5.54K +27 +0.2%
AFTS
439
American Financial & Tax Strategies
New York
$3.12M -$5.34K -26 -0.2%
MCWS
440
McKinley Carter Wealth Services
West Virginia
$3.12M -$34.3K -167 -1%
AFG
441
Atomi Financial Group
New York
$3.11M +$2.21M +10,773 +218%
BWM
442
Brown Wealth Management
Illinois
$3.08M +$83.3K +406 +3%
NWM
443
Northwest Wealth Management
Iowa
$3.07M -$242K -1,180 -7%
Financial Engines Advisors
444
Financial Engines Advisors
California
$3.02M +$760K +3,703 +32%
GWM
445
Geneos Wealth Management
Colorado
$3.01M +$41.1K +200 +1%
PFA
446
Pathway Financial Advisors
Vermont
$3M +$16.2K +79 +0.5%
AF
447
Advisornet Financial
Minnesota
$3M -$4.11K -20 -0.1%
CTC
448
Central Trust Company
Missouri
$3M +$94.6K +461 +3%
HNB
449
Hilltop National Bank
Wyoming
$2.99M +$722K +3,518 +30%
WTFG
450
Wells Trecaso Financial Group
Ohio
$2.99M +$46.6K +227 +2%