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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
426
Diversify Wealth Management
Utah
$2.94M +$195K +985 +6%
AIA
427
Ally Invest Advisors
North Carolina
$2.91M +$316K +1,600 +11%
IA
428
IFG Advisory
Georgia
$2.89M +$174K +881 +6%
AQR Capital Management
429
AQR Capital Management
Connecticut
$2.87M +$1.21M +6,114 +66%
NWM
430
Northwest Wealth Management
Iowa
$2.86M -$30.8K -156 -1%
SWM
431
Spire Wealth Management
Virginia
$2.85M -$398K -2,015 -12%
GSWM
432
Greenup Street Wealth Management
Michigan
$2.84M +$860K +4,356 +40%
MCWS
433
McKinley Carter Wealth Services
West Virginia
$2.84M -$93.8K -475 -3%
AFTS
434
American Financial & Tax Strategies
New York
$2.82M -$117K -594 -4%
PFA
435
Pathway Financial Advisors
Vermont
$2.82M -$5.14K -26 -0.2%
AF
436
Advisornet Financial
Minnesota
$2.81M -$14K -71 -0.5%
OFP
437
OLIO Financial Planning
Virginia
$2.8M -$371K -1,880 -11%
BWA
438
BlueSky Wealth Advisors
North Carolina
$2.8M +$272K +1,379 +10%
HWA
439
Heartwood Wealth Advisors
Virginia
$2.8M -$245K -1,242 -8%
WTFG
440
Wells Trecaso Financial Group
Ohio
$2.78M -$34.8K -176 -1%
CTC
441
Central Trust Company
Missouri
$2.76M -$70.7K -358 -2%
FAN
442
Financial Advisors Network
California
$2.74M +$104K +528 +4%
OPTFSNA
443
Old Point Trust & Financial Services N A
Virginia
$2.72M +$31.4K +159 +1%
FFG
444
Fiduciary Financial Group
California
$2.7M -$120K -609 -4%
CPA
445
Capital Performance Advisors
California
$2.68M +$14.4K +73 +0.5%
Renaissance Technologies
446
Renaissance Technologies
New York
$2.68M +$494K +2,500 +21%
ORC
447
O'Rourke & Company
Massachusetts
$2.68M +$73.1K +370 +3%
LIA
448
LS Investment Advisors
Michigan
$2.68M -$92.6K -469 -3%
MCA
449
MSH Capital Advisors
Arizona
$2.68M +$66.2K +335 +2%
LW
450
Linscomb Wealth
Texas
$2.66M +$75.3K +381 +3%