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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
651
McGlone Suttner Wealth Management
Wisconsin
$1.9M +$233 +1 +0%
CCM
652
Coldstream Capital Management
Washington
$1.9M -$377K -1,622 -17%
VW
653
Vance Wealth
California
$1.9M -$127K -545 -7%
MFF
654
Michels Family Financial
Texas
$1.9M +$67.9K +292 +4%
FCI
655
Financial Counselors Inc
Kansas
$1.88M -$56.8K -244 -3%
IWC
656
Infinity Wealth Counsel
Ohio
$1.87M +$41.9K +180 +2%
CPCM
657
Cardinal Point Capital Management
Ontario, Canada
$1.85M +$27.2K +117 +2%
MGWA
658
Monument Group Wealth Advisors
Massachusetts
$1.83M +$7.32M +31,488 +409%
BF
659
BOK Financial
Oklahoma
$1.82M +$1.16K +5 +0.1%
BWM
660
BigSur Wealth Management
Florida
$1.81M
IAS
661
IMA Advisory Services
Colorado
$1.81M +$1.73M +7,453 New
HR
662
Hardy Reed
Mississippi
$1.81M
SW
663
SlateStone Wealth
Florida
$1.8M -$185K -794 -10%
FFN
664
Focus Financial Network
Minnesota
$1.8M -$101K -433 -6%
FHC
665
Forest Hill Capital
Arkansas
$1.8M +$116K +500 +7%
BEAM
666
Baker Ellis Asset Management
Washington
$1.8M -$4.65K -20 -0.3%
TCOV
667
Trust Company of Vermont
Vermont
$1.8M +$1.72M +7,388 New
AW
668
Alteri Wealth
California
$1.8M -$45.8K -197 -3%
TPWA
669
TRUE Private Wealth Advisors
Oregon
$1.76M +$228K +981 +16%
FFL
670
Financial Freedom LLC
Ohio
$1.75M -$947K -4,069 -36%
GFG
671
Genesis Financial Group
New Jersey
$1.74M +$52.6K +226 +3%
SQA
672
Simon Quick Advisors
New Jersey
$1.74M
GW
673
Graetz Wealth
Michigan
$1.73M +$368K +1,581 +28%
FB
674
Fulton Bank
Pennsylvania
$1.73M +$48.6K +209 +3%
CIBC World Market
675
CIBC World Market
Ontario, Canada
$1.7M +$53K +228 +3%