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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
Forza Wealth Management
Florida
$3.87M
MCA
452
MSH Capital Advisors
Arizona
$3.87M -$69.3K -298 -2%
ATC
453
Argent Trust Co
Tennessee
$3.86M +$1.75M +7,522 +90%
GSWM
454
Greenup Street Wealth Management
Michigan
$3.79M +$34.9K +150 +1%
WFA
455
Woodward Financial Advisors
North Carolina
$3.79M +$3.63M +15,592 New
CWM
456
Cranbrook Wealth Management
Michigan
$3.78M -$99.3K -427 -3%
WFM
457
Wolff Financial Management
Michigan
$3.77M -$213K -916 -6%
CHIA
458
Copper Harbor Investment Advisors
Wisconsin
$3.73M +$3.57M +15,333 New
SFO
459
Stokes Family Office
Louisiana
$3.72M -$1.72M -7,378 -33%
IWM
460
IHT Wealth Management
Illinois
$3.71M -$151K -648 -4%
CIA
461
Choate Investment Advisors
Massachusetts
$3.71M +$41.6K +179 +1%
AIM
462
Allen Investment Management
New York
$3.7M
AF
463
Advisornet Financial
Minnesota
$3.7M +$15.6K +67 +0.4%
VAM
464
Verity Asset Management
North Carolina
$3.7M +$205K +880 +6%
3AM
465
3EDGE Asset Management
Florida
$3.69M +$1.76M +7,565 +99%
PFA
466
Pathway Financial Advisors
Vermont
$3.68M
FA
467
FDx Advisors
Illinois
$3.68M -$140K -602 -4%
AIM
468
Access Investment Management
Georgia
$3.64M
AFTS
469
American Financial & Tax Strategies
New York
$3.62M -$83.7K -360 -2%
SCG
470
Sonata Capital Group
Washington
$3.61M +$46.5K +200 +1%
EWA
471
EverSource Wealth Advisors
Alabama
$3.61M -$2.42M -10,387 -41%
APP
472
Avantax Planning Partners
Iowa
$3.56M -$79.6K -342 -2%
NFP
473
NorthLanding Financial Partners
New York
$3.47M +$61.9K +266 +2%
AIM
474
Acropolis Investment Management
Missouri
$3.47M +$147K +630 +5%
Bessemer Group
475
Bessemer Group
New Jersey
$3.47M +$956K +4,110 +40%