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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
451
Cedar Brook Financial Partners
Ohio
$1.83M +$124K +698 +7%
BEAM
452
Baker Ellis Asset Management
Washington
$1.83M -$12.8K -72 -0.7%
LWP
453
Legacy Wealth Planning
Nevada
$1.83M +$125K +703 +7%
Bessemer Group
454
Bessemer Group
New Jersey
$1.81M +$74.3K +418 +4%
CFD
455
Creative Financial Designs
Indiana
$1.81M -$16.5K -93 -0.9%
BFA
456
Beacon Financial Advisory
Ohio
$1.8M -$17.3K -97 -1%
WB
457
WesBanco Bank
West Virginia
$1.79M +$317K +1,780 +22%
PA
458
Probity Advisors
Texas
$1.73M -$10.7K -60 -0.6%
AIA
459
Acute Investment Advisory
Arizona
$1.73M +$1.71M +9,643 New
BWP
460
BSW Wealth Partners
Colorado
$1.71M -$24.5K -138 -1%
1WA
461
180 Wealth Advisors
Washington
$1.7M +$141K +793 +9%
FAN
462
Financial Advisors Network
California
$1.7M +$130K +730 +8%
SWM
463
Soundmark Wealth Management
Washington
$1.7M -$73.4K -413 -4%
CS
464
Capital Square
Tennessee
$1.69M +$5.33K +30 +0.3%
SC
465
SouthState Corp
Florida
$1.69M +$40.2K +226 +2%
Millennium Management
466
Millennium Management
New York
$1.68M +$1.43M +8,025 +589%
WPC
467
Wedmont Private Capital
Pennsylvania
$1.67M +$1.64M +9,218 New
HCP
468
Hexagon Capital Partners
Arkansas
$1.65M +$50.9K +286 +3%
REMPR
469
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
5L
470
55I LLC
Massachusetts
$1.63M +$160K +900 +11%
PPW
471
Parcion Private Wealth
Washington
$1.61M -$25.4M -142,848 -94%
SWM
472
Spire Wealth Management
Virginia
$1.61M +$143K +804 +10%
FANJ
473
Financial Architects (New Jersey)
New Jersey
$1.61M -$51.6K -290 -3%
LC
474
Lindbrook Capital
California
$1.6M +$1.59M +8,965 New
PFS
475
Prospera Financial Services
Texas
$1.6M +$599K +3,370 +61%