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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$3.58M -$30.4K -136 -0.8%
WFM
452
Wolff Financial Management
Michigan
$3.57M -$44.7K -200 -1%
GPCM
453
Guardsman Private Capital Management
Florida
$3.52M – – –
MCA
454
MSH Capital Advisors
Arizona
$3.52M +$431K +1,928 +13%
VA
455
VestGen Advisors
Illinois
$3.52M +$3.4M +15,211 New
EFS
456
Essex Financial Services
Connecticut
$3.49M -$54.3K -243 -1%
CWM
457
Cranbrook Wealth Management
Michigan
$3.48M -$167K -747 -4%
IHT Wealth Management
458
IHT Wealth Management
Illinois
$3.46M -$607K -2,716 -15%
FWM
459
Forza Wealth Management
Florida
$3.46M – – –
MCF Advisors
460
MCF Advisors
Kentucky
$3.44M +$3.53M +15,772 +31,544%
SWA
461
Stratos Wealth Advisors
Ohio
$3.43M +$39.1K +175 +1%
FA
462
FDx Advisors
Illinois
$3.42M -$171K -765 -5%
WFA
463
Woodward Financial Advisors
North Carolina
$3.42M -$164K -735 -4%
WP
464
WealthShield Partners
North Carolina
$3.39M +$10.5K +47 +0.3%
GSWM
465
Greenup Street Wealth Management
Michigan
$3.36M +$263K +1,177 +8%
RF
466
rebel Financial
Ohio
$3.35M -$117K -523 -3%
GWM
467
Greenhouse Wealth Management
Connecticut
$3.33M +$12.1K +54 +0.4%
AFTS
468
American Financial & Tax Strategies
New York
$3.31M -$103K -461 -3%
AIM
469
Allen Investment Management
New York
$3.31M +$3.41M +15,243 New
PFA
470
Pathway Financial Advisors
Vermont
$3.31M – – –
AF
471
Advisornet Financial
Minnesota
$3.29M -$18.3K -82 -0.5%
Koshinski Asset Management
472
Koshinski Asset Management
Illinois
$3.29M -$518K -2,315 -13%
Choate Investment Advisors
473
Choate Investment Advisors
Massachusetts
$3.27M – – –
Avantax Planning Partners
474
Avantax Planning Partners
Iowa
$3.26M -$33.1K -148 -1%
Sageworth Trust
475
Sageworth Trust
Pennsylvania
$3.26M – – –