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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
501
Asset Dedication LLC
California
$1.52M +$217K +1,246 +17%
RCI
502
RS Crum Inc
California
$1.52M +$2.26K +13 +0.2%
ECM
503
Elgethun Capital Management
South Dakota
$1.52M +$118K +680 +9%
SRC
504
Shufro Rose & Co
New York
$1.5M +$81.4K +468 +6%
Synovus Financial
505
Synovus Financial
Georgia
$1.5M +$47.5K +273 +3%
MIM
506
Marco Investment Management
Georgia
$1.49M -$34.8K -200 -2%
CWMGP
507
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.49M -$74.4K -428 -5%
GWM
508
Greenhouse Wealth Management
Connecticut
$1.49M +$5.04K +29 +0.3%
FANJ
509
Financial Architects (New Jersey)
New Jersey
$1.49M -$92.1K -530 -6%
SHFA
510
SC&H Financial Advisors
Maryland
$1.48M +$1.74K +10 +0.1%
PD
511
Planning Directions
Pennsylvania
$1.47M +$2.09K +12 +0.1%
SSW
512
Stone Summit Wealth
Florida
$1.47M +$243K +1,400 +20%
MFS
513
McNamara Financial Services
Massachusetts
$1.47M -$79.8K -459 -5%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$1.47M +$731K +4,203 +101%
PWS
515
Precision Wealth Strategies
Missouri
$1.46M +$1.44M +8,290 New
TC
516
Trust Company
Kansas
$1.46M +$73.5K +423 +5%
GPA
517
Guidance Point Advisors
Massachusetts
$1.46M +$5.04K +29 +0.4%
BFS
518
Bickling Financial Services
Massachusetts
$1.44M +$869 +5 +0.1%
TCM
519
Telos Capital Management
California
$1.44M +$31.5K +181 +2%
U.S. Capital Wealth Advisors
520
U.S. Capital Wealth Advisors
Texas
$1.43M +$716K +4,118 +102%
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$1.41M +$174K +999 +14%
RRC
522
Relaxing Retirement Coach
Massachusetts
$1.4M -$24.2K -139 -2%
BS
523
Boenning & Scattergood
Pennsylvania
$1.4M +$287K +1,652 +26%
RIA
524
Regal Investment Advisors
Michigan
$1.4M -$12.5K -72 -0.9%
SWP
525
Summit Wealth Partners
Florida
$1.4M +$37K +213 +3%