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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evermay Wealth Management
Virginia
$2.13M +$7.94K +43 +0.4%
PL
502
Plancorp LLC
Missouri
$2.12M -$11.5K -62 -0.5%
CC
503
Cypress Capital
Tennessee
$2.1M -$216K -1,170 -9%
SMA
504
Sage Mountain Advisors
Georgia
$2.06M -$33.3K -180 -2%
GWM
505
Geneos Wealth Management
Colorado
$2.05M +$17.4K +94 +0.8%
SWM
506
SeaCrest Wealth Management
New York
$2.05M +$524K +2,836 +34%
Financial Engines Advisors
507
Financial Engines Advisors
California
$2.01M +$848K +4,589 +72%
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$2.01M -$72.4K -392 -3%
AFAS
509
Acorn Financial Advisory Services
Virginia
$1.99M -$52.6K -285 -3%
RIA
510
Regal Investment Advisors
Michigan
$1.99M +$17.9K +97 +0.9%
CAL
511
Capital Analysts LLC
Pennsylvania
$1.98M -$154K -836 -7%
SJL
512
Shayne & Jacobs LLC
Tennessee
$1.98M – – –
MFG
513
Midwest Financial Group
Kansas
$1.95M +$92.5K +501 +5%
ADL
514
Asset Dedication LLC
California
$1.93M +$9.24K +50 +0.5%
CCWA
515
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M +$88.7K +480 +5%
FLI
516
Family Legacy Inc
South Carolina
$1.91M +$65.2K +353 +3%
CCM
517
Coldstream Capital Management
Washington
$1.9M -$102K -550 -5%
SFA
518
Sequoia Financial Advisors
Ohio
$1.89M +$335K +1,813 +21%
TCM
519
Telos Capital Management
California
$1.88M -$45.3K -245 -2%
CAG
520
Csenge Advisory Group
Florida
$1.87M +$202K +1,094 +12%
NOI
521
Newton One Investments
Delaware
$1.87M +$3.88K +21 +0.2%
1WA
522
180 Wealth Advisors
Washington
$1.87M -$2.22K -12 -0.1%
BHWM
523
Beaird Harris Wealth Management
Texas
$1.87M -$68.5K -371 -4%
MFG
524
Magnus Financial Group
New York
$1.86M -$65.6K -355 -3%
MGW
525
MB Generational Wealth
Washington
$1.86M +$772K +4,179 +69%