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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
526
Harbour Investments
Wisconsin
$1.99M +$208K +1,053 +11%
MC
527
Matisse Capital
Oregon
$1.98M
NRI
528
NFP Retirement Inc
California
$1.98M -$638K -3,231 -23%
SW
529
SlateStone Wealth
Florida
$1.98M -$692K -3,501 -25%
MFG
530
Midwest Financial Group
Kansas
$1.97M -$116K -589 -5%
KeyBank National Association
531
KeyBank National Association
Ohio
$1.97M +$35.6K +180 +2%
TW
532
TritonPoint Wealth
Maryland
$1.97M -$316K -1,601 -13%
SMCM
533
Sky-Mountain Capital Management
Idaho
$1.96M +$2.08M +10,542 New
MA
534
MONECO Advisors
Connecticut
$1.95M -$1.38K -7 -0.1%
TPCW
535
TD Private Client Wealth
New York
$1.95M +$84.4K +427 +4%
RA
536
RoundAngle Advisors
New Jersey
$1.94M -$53.3K -270 -3%
NOI
537
Newton One Investments
Delaware
$1.93M +$21.1K +107 +1%
KDA
538
Kraft Davis & Associates
Missouri
$1.93M -$1.76M -8,903 -45%
NAAA
539
New Age Alpha Advisors
New York
$1.91M +$2.03M +10,256 New
FAI
540
Fiduciary Advisors Inc
Missouri
$1.9M +$62K +314 +3%
CCWA
541
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.9M -$107K -544 -5%
OCPWS
542
One Charles Private Wealth Services
Massachusetts
$1.9M +$7.9K +40 +0.4%
GAM
543
Gotham Asset Management
New York
$1.9M
BHWM
544
Beaird Harris Wealth Management
Texas
$1.88M +$16.8K +85 +0.8%
PD
545
Planning Directions
Pennsylvania
$1.88M +$409K +2,071 +26%
ATC
546
Argent Trust Co
Tennessee
$1.87M -$23.7K -120 -1%
TP
547
Tranquility Partners
Tennessee
$1.86M +$32.6K +165 +2%
FLI
548
Family Legacy Inc
South Carolina
$1.86M -$55.7K -282 -3%
SFS
549
Sowell Financial Services
Arkansas
$1.85M +$1.97M +9,956 New
CFSG
550
Community Financial Services Group
Vermont
$1.85M -$1.16M -5,875 -37%