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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
526
NorthLanding Financial Partners
New York
$2.39M +$58.7K +286 +2%
Cary Street Partners
527
Cary Street Partners
Virginia
$2.38M +$2.46M +11,987 New
OC
528
Optima Capital
Oregon
$2.38M +$2.46M +11,984 New
Renaissance Technologies
529
Renaissance Technologies
New York
$2.36M +$1.72M +8,400 +240%
PIMG
530
Patriot Investment Management Group
Tennessee
$2.35M -$23.4K -114 -1%
BBW
531
Blue Barn Wealth
Utah
$2.33M -$22.6K -110 -0.9%
CFD
532
Creative Financial Designs
Indiana
$2.33M +$28.3K +138 +1%
SFP
533
Sterling Financial Planning
New Jersey
$2.32M -$99.4K -484 -4%
SWM
534
SeaCrest Wealth Management
New York
$2.31M +$97.7K +476 +4%
Foundations Investment Advisors
535
Foundations Investment Advisors
Arizona
$2.31M +$2.39M +11,645 New
GWA
536
Genesis Wealth Advisors
Massachusetts
$2.29M +$2.37M +11,554 New
Stratos Wealth Partners
537
Stratos Wealth Partners
Ohio
$2.29M +$327K +1,595 +16%
SMA
538
Sage Mountain Advisors
Georgia
$2.25M +$44.5K +217 +2%
Bessemer Group
539
Bessemer Group
New Jersey
$2.22M +$596K +2,904 +35%
MFG
540
Midwest Financial Group
Kansas
$2.22M +$12.3K +60 +0.5%
ISFAN
541
Investor's Fiduciary Advisor Network
Washington
$2.2M +$2.28M +11,102 New
PCA
542
Prosperity Capital Advisors
Ohio
$2.18M +$1.18M +5,732 +109%
GSWM
543
Greenup Street Wealth Management
Michigan
$2.16M +$52.6K +256 +2%
SJL
544
Shayne & Jacobs LLC
Tennessee
$2.15M +$9.24K +45 +0.4%
VW
545
Vance Wealth
California
$2.14M -$154K -750 -6%
Synovus Financial
546
Synovus Financial
Georgia
$2.13M -$1.97M -9,587 -47%
CLA (CliftonLarsonAllen) Wealth Advisors
547
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M -$50.1K -244 -2%
RIA
548
Regal Investment Advisors
Michigan
$2.13M +$62.4K +304 +3%
RA
549
RoundAngle Advisors
New Jersey
$2.12M +$2.19M +10,687 New
MC
550
Matisse Capital
Oregon
$2.11M +$48.7K +237 +2%