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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
551
Kingsview Wealth Management
Oregon
$1.39M -$49.7K -312 -3%
CA
552
Clearstead Advisors
Ohio
$1.38M +$256K +1,606 +23%
PWM
553
PBMares Wealth Management
Virginia
$1.38M -$1.02M -6,414 -42%
GVAG
554
Great Valley Advisor Group
Delaware
$1.38M +$103K +648 +8%
RIA
555
Regal Investment Advisors
Michigan
$1.38M +$1.75K +11 +0.1%
TFF
556
The Family Firm
Maryland
$1.37M +$131K +821 +10%
FANJ
557
Financial Architects (New Jersey)
New Jersey
$1.37M -$1.75K -11 -0.1%
SCP
558
Stevens Capital Partners
Nebraska
$1.36M +$1.36M +8,568 New
MFS
559
McNamara Financial Services
Massachusetts
$1.36M +$17.8K +112 +1%
USCWA
560
U.S. Capital Wealth Advisors
Texas
$1.36M +$63.7K +400 +5%
VFA
561
Valeo Financial Advisors
Indiana
$1.35M +$279K +1,754 +13%
HR
562
Hardy Reed
Mississippi
$1.34M -$197K -1,240 -13%
HCP
563
Hexagon Capital Partners
Arkansas
$1.34M -$105K -660 -7%
SF
564
Synovus Financial
Georgia
$1.34M -$20.1K -126 -1%
GPA
565
Guidance Point Advisors
Massachusetts
$1.34M +$9.39K +59 +0.7%
VCM
566
Virtue Capital Management
Tennessee
$1.34M -$247K -1,552 -16%
MA
567
MONECO Advisors
Connecticut
$1.33M +$6.69K +42 +0.5%
GRP
568
Global Retirement Partners
California
$1.31M -$51.6K -324 -4%
TCM
569
Telos Capital Management
California
$1.31M +$41.2K +259 +3%
NDSI
570
Newman Dignan & Sheerar Inc
Rhode Island
$1.29M +$7.8K +49 +0.6%
GBT
571
Grove Bank & Trust
Florida
$1.28M -$364K -2,286 -22%
DWM
572
Defined Wealth Management
Oregon
$1.26M +$1.26M +7,908 New
BFS
573
Bickling Financial Services
Massachusetts
$1.26M +$1.75K +11 +0.1%
NFG
574
Nations Financial Group
Iowa
$1.25M +$2.87K +18 +0.2%
SHFA
575
SC&H Financial Advisors
Maryland
$1.25M +$3.02K +19 +0.2%