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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
651
Fermata Advisors
California
$1.17M +$3.69K +20 +0.3%
JC
652
Jentner Corp
Ohio
$1.16M -$4.62K -25 -0.4%
BTI
653
Blue Trust Inc
Georgia
$1.16M +$604K +3,272 +118%
CCM
654
Condor Capital Management
New Jersey
$1.16M +$8.87K +48 +0.8%
HCM
655
Hall Capital Management
Rhode Island
$1.16M +$30.1K +163 +3%
AIA
656
Alera Investment Advisors
Illinois
$1.15M +$13.1K +71 +1%
AA
657
Aire Advisors
California
$1.14M -$209K -1,132 -15%
D
658
Dentgroup
Louisiana
$1.14M -$89K -482 -7%
MGWA
659
Monument Group Wealth Advisors
Massachusetts
$1.14M -$135K -731 -10%
Wellington Management Group
660
Wellington Management Group
Massachusetts
$1.13M – – –
CPA
661
Clear Point Advisors
New York
$1.12M +$29.7K +161 +3%
TDWM
662
Topel & Distasi Wealth Management
California
$1.12M – – –
BDWCC
663
B&D White Capital Company
Texas
$1.12M -$2.94M -15,941 -72%
BAM
664
Belpointe Asset Management
Nevada
$1.12M +$195K +1,053 +21%
ATWA
665
Arbor Trust Wealth Advisors
Michigan
$1.11M -$9.24K -50 -0.8%
TVAMP
666
Tennessee Valley Asset Management Partners
Tennessee
$1.11M +$1.12M +6,072 New
JWM
667
Janiczek Wealth Management
Colorado
$1.11M – – –
TCA
668
Transcend Capital Advisors
New Jersey
$1.11M – – –
AIA
669
Arbor Investment Advisors
North Carolina
$1.1M – – –
HVP
670
Hudson Value Partners
Florida
$1.1M +$64.5K +349 +6%
MFG
671
MidWestOne Financial Group
Iowa
$1.08M -$68.5K -371 -6%
SWM
672
Schwallier Wealth Management
Michigan
$1.08M -$80.9K -438 -7%
HP
673
Holistic Planning
Texas
$1.07M -$14.2K -77 -1%
IA
674
Insight Advisors
Pennsylvania
$1.07M -$4.8K -26 -0.4%
LC
675
Lindbrook Capital
California
$1.07M – – –