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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Powerhouse Assets
Massachusetts
$2.35M +$39.3K +176 +2%
SMA
552
Sage Mountain Advisors
Georgia
$2.34M -$2.46K -11 -0.1%
LOWM
553
Laurel Oak Wealth Management
New Jersey
$2.33M -$881K -3,942 -27%
CCWA
554
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.32M +$109K +487 +5%
AIM
555
Advyzon Investment Management
Illinois
$2.32M +$95.2K +426 +4%
RA
556
RoundAngle Advisors
New Jersey
$2.32M +$9.61K +43 +0.4%
MC
557
Matisse Capital
Oregon
$2.31M
FAI
558
Fiduciary Advisors Inc
Missouri
$2.31M -$62.1K -278 -3%
WA
559
WP Advisors
California
$2.3M +$12.3K +55 +0.5%
BP
560
Ballentine Partners
Massachusetts
$2.29M +$759K +3,395 +48%
SFP
561
Sterling Financial Planning
New Jersey
$2.26M -$235K -1,050 -9%
SB
562
Simmons Bank
Arkansas
$2.26M -$61K -273 -3%
QWP
563
Quotient Wealth Partners
Texas
$2.25M -$4.47K -20 -0.2%
OC
564
Optima Capital
Oregon
$2.24M +$75.3K +337 +3%
MA
565
MONECO Advisors
Connecticut
$2.22M +$224 +1 +0%
LW
566
Livet Wealth
Utah
$2.22M -$47.6K -213 -2%
HIA
567
Harbor Investment Advisory
Maryland
$2.22M +$607K +2,715 +36%
CWA
568
CJM Wealth Advisers
Virginia
$2.22M -$44.5K -199 -2%
MSF
569
Mustard Seed Financial
Arkansas
$2.21M -$191K -853 -8%
DFP
570
Donalies Financial Planning
District of Columbia
$2.21M +$232K +1,039 +11%
Bessemer Group
571
Bessemer Group
New Jersey
$2.21M +$39.3K +176 +2%
SAI
572
Savvy Advisors Inc
New York
$2.21M +$889K +3,978 +64%
NOI
573
Newton One Investments
Delaware
$2.21M -$23.2K -104 -1%
RCM
574
RMR Capital Management
California
$2.2M +$44.9K +201 +2%
PA
575
Probity Advisors
Texas
$2.19M -$35.3K -158 -2%