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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
651
Alera Investment Advisors
Illinois
$1.27M +$3.65K +19 +0.3%
LFA
652
Level Financial Advisors
New York
$1.27M -$47.3K -246 -4%
BIM
653
Baldwin Investment Management
Pennsylvania
$1.27M -$35.8K -186 -3%
AA
654
Aire Advisors
California
$1.27M +$4.04K +21 +0.3%
CCM
655
Condor Capital Management
New Jersey
$1.26M -$7.88K -41 -0.6%
FA
656
Fermata Advisors
California
$1.26M -$29.4K -153 -2%
Wellington Management Group
657
Wellington Management Group
Massachusetts
$1.24M
MGWA
658
Monument Group Wealth Advisors
Massachusetts
$1.24M -$12.7K -66 -1%
TDWM
659
Topel & Distasi Wealth Management
California
$1.23M
SWM
660
Schwallier Wealth Management
Michigan
$1.23M +$46.1K +240 +4%
NW
661
NewEdge Wealth
Pennsylvania
$1.23M +$165K +858 +16%
Lido Advisors
662
Lido Advisors
California
$1.23M -$84.8K -441 -7%
CCA
663
Clarity Capital Advisors
Florida
$1.22M +$92.8K +483 +9%
RFS
664
Richardson Financial Services
Massachusetts
$1.22M +$11.1K +58 +0.9%
AIA
665
Arbor Investment Advisors
North Carolina
$1.22M +$769 +4 +0.1%
SIA
666
Schechter Investment Advisors
Michigan
$1.21M +$196K +1,019 +20%
EWA
667
Evolution Wealth Advisors
Florida
$1.2M -$401K -2,085 -26%
CPA
668
Clear Point Advisors
New York
$1.19M -$44.4K -231 -4%
DAS
669
Dynamic Advisor Solutions
Arizona
$1.19M -$116K -603 -9%
LWM
670
LongView Wealth Management
Georgia
$1.18M +$44.4K +231 +4%
LC
671
Lindbrook Capital
California
$1.18M
IA
672
Insight Advisors
Pennsylvania
$1.18M -$4.61K -24 -0.4%
SFP
673
Strategic Financial Partners
Oregon
$1.17M +$28.4K +148 +3%
LEA
674
Legacy Edge Advisors
New York
$1.17M -$149K -774 -12%
BTI
675
Blue Trust Inc
Georgia
$1.16M +$64.6K +336 +6%