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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
426
BlackRock
New York
$3.68M +$2.71M +12,955 +292%
GB
427
Goepper Burkhardt
South Carolina
$3.67M -$868K -4,145 -19%
CA
428
CWC Advisors
Oregon
$3.65M -$84.4K -403 -2%
Integrated Wealth Concepts
429
Integrated Wealth Concepts
Massachusetts
$3.64M -$1.04M -4,983 -22%
IWS
430
Integrity Wealth Solutions
Colorado
$3.64M -$68.3K -326 -2%
FFO
431
Fiduciary Family Office
Florida
$3.63M – – –
FWP
432
FAS Wealth Partners
Kansas
$3.6M -$43.3K -207 -1%
Index Fund Advisors
433
Index Fund Advisors
California
$3.6M -$106K -508 -3%
WF
434
Warner Financial
Maryland
$3.59M +$5.03K +24 +0.1%
WFA
435
Woodward Financial Advisors
North Carolina
$3.57M -$165K -787 -4%
FF
436
Fluent Financial
Texas
$3.56M +$3.52M +16,803 New
CWM
437
Cranbrook Wealth Management
Michigan
$3.55M -$10.7K -51 -0.3%
HWA
438
Heartwood Wealth Advisors
Virginia
$3.54M +$303K +1,446 +9%
WFM
439
Wolff Financial Management
Michigan
$3.52M +$21.4K +102 +0.6%
NewEdge Wealth
440
NewEdge Wealth
Pennsylvania
$3.52M +$86.7K +414 +3%
JWA
441
JFS Wealth Advisors
Pennsylvania
$3.52M +$209 +1 +0%
WRPWM
442
Werba Rubin Papier Wealth Management
California
$3.51M -$46.3K -221 -1%
FA
443
FDx Advisors
Illinois
$3.5M -$113K -539 -3%
Diversify Wealth Management
444
Diversify Wealth Management
Utah
$3.49M -$4.82K -23 -0.1%
MBI
445
May Barnhard Investments
Maryland
$3.46M +$12.4K +59 +0.4%
EFS
446
Essex Financial Services
Connecticut
$3.46M +$153K +733 +5%
CFD
447
Creative Financial Designs
Indiana
$3.45M +$13.6K +65 +0.4%
EverSource Wealth Advisors
448
EverSource Wealth Advisors
Alabama
$3.44M +$186K +888 +6%
GPCM
449
Guardsman Private Capital Management
Florida
$3.43M +$3.39M +16,211 New
Geneos Wealth Management
450
Geneos Wealth Management
Colorado
$3.43M +$165K +788 +5%