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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
Fermata Advisors
California
$1.7M -$7.87K -48 -0.4%
GBT
452
Grove Bank & Trust
Florida
$1.69M +$81.2K +495 +5%
PMG
453
ProVise Management Group
Florida
$1.68M
LWP
454
Legacy Wealth Planning
Nevada
$1.67M -$1.67M -10,209 -90%
Brown Advisory
455
Brown Advisory
Maryland
$1.67M +$623K +3,802 +52%
HI
456
Harbour Investments
Wisconsin
$1.67M +$1.82M +11,120 New
TCOV
457
Trust Company of Vermont
Vermont
$1.65M -$336K -2,049 -16%
GP
458
Girard Partners
Pennsylvania
$1.64M -$6.72K -41 -0.4%
SJL
459
Shayne & Jacobs LLC
Tennessee
$1.62M
SWP
460
Stratos Wealth Partners
Ohio
$1.61M -$344K -2,098 -16%
HMS
461
Hanseatic Management Services
New Mexico
$1.61M -$31.3K -191 -2%
MIAN
462
Mariner Independent Advisor Network
Kansas
$1.57M +$37.9K +231 +2%
GCA
463
Gradient Capital Advisors
California
$1.57M -$19.2K -117 -1%
CBFP
464
Cedar Brook Financial Partners
Ohio
$1.57M +$132K +803 +8%
1WA
465
180 Wealth Advisors
Washington
$1.57M -$13.6K -83 -0.8%
WBC
466
West Branch Capital
Massachusetts
$1.55M -$8.2K -50 -0.5%
Bessemer Group
467
Bessemer Group
New Jersey
$1.55M -$48.7M -296,969 -97%
HR
468
Hardy Reed
Mississippi
$1.54M
VCM
469
Virtue Capital Management
Tennessee
$1.54M -$28.5K -174 -2%
FAN
470
Financial Advisors Network
California
$1.54M +$41.2K +251 +2%
WPC
471
Wedmont Private Capital
Pennsylvania
$1.54M +$6.4K +39 +0.4%
GWM
472
Greenhouse Wealth Management
Connecticut
$1.53M +$284K +1,731 +20%
AIP
473
Almanack Investment Partners
Pennsylvania
$1.53M -$1.45M -8,860 -47%
BCM
474
BTC Capital Management
Iowa
$1.52M -$48.4K -295 -3%
NOI
475
Newton One Investments
Delaware
$1.52M -$18.9K -115 -1%