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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
SlateStone Wealth
Florida
$2.21M -$26K -124 -1%
CWA
552
CJM Wealth Advisers
Virginia
$2.2M -$13.6K -65 -0.6%
Quotient Wealth Partners
553
Quotient Wealth Partners
Texas
$2.2M -$66.8K -319 -3%
BCM
554
BTC Capital Management
Iowa
$2.18M +$126K +602 +6%
NOI
555
Newton One Investments
Delaware
$2.17M +$7.12K +34 +0.3%
AIM
556
Advyzon Investment Management
Illinois
$2.17M +$183K +873 +9%
MA
557
MONECO Advisors
Connecticut
$2.17M +$16.5K +79 +0.8%
FLI
558
Family Legacy Inc
South Carolina
$2.17M +$41.5K +198 +2%
PA
559
Probity Advisors
Texas
$2.16M -$64.5K -308 -3%
CLA (CliftonLarsonAllen) Wealth Advisors
560
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M -$3.56K -17 -0.2%
UWM
561
USAdvisors Wealth Management
Minnesota
$2.14M +$68.3K +326 +3%
RC
562
Roundview Capital
New Jersey
$2.12M – – –
OCPWS
563
One Charles Private Wealth Services
Massachusetts
$2.12M +$419 +2 +0%
FFO
564
Fortitude Family Office
Arizona
$2.12M – – –
ACS
565
Archford Capital Strategies
Illinois
$2.12M -$67.6K -323 -3%
Bessemer Group
566
Bessemer Group
New Jersey
$2.12M +$18.2K +87 +0.9%
OC
567
Optima Capital
Oregon
$2.11M -$408K -1,948 -16%
RTL
568
Red Tortoise LLC
Georgia
$2.1M +$497K +2,372 +31%
RCM
569
RMR Capital Management
California
$2.1M -$172K -823 -8%
WA
570
Waystone Advisors
Washington
$2.1M +$2.08M +9,925 New
AlphaCore Capital
571
AlphaCore Capital
California
$2.1M +$111K +531 +6%
TFA
572
Tobias Financial Advisors
Florida
$2.09M -$42.1K -201 -2%
CFAM
573
Center For Asset Management
Florida
$2.08M -$102K -488 -5%
1WA
574
180 Wealth Advisors
Washington
$2.06M -$24.9K -119 -1%
LWM
575
Liberty Wealth Management
California
$2.04M +$99K +473 +5%