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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
651
Pacific Sun Financial
California
$1.28M -$5.77K -30 -0.5%
AIA
652
Alera Investment Advisors
Illinois
$1.27M +$3.65K +19 +0.3%
LFA
653
Level Financial Advisors
New York
$1.27M -$47.3K -246 -4%
BIM
654
Baldwin Investment Management
Pennsylvania
$1.27M -$35.8K -186 -3%
AA
655
Aire Advisors
California
$1.27M +$4.04K +21 +0.3%
CCM
656
Condor Capital Management
New Jersey
$1.26M -$7.88K -41 -0.6%
FA
657
Fermata Advisors
California
$1.26M -$29.4K -153 -2%
Wellington Management Group
658
Wellington Management Group
Massachusetts
$1.24M – – –
MGWA
659
Monument Group Wealth Advisors
Massachusetts
$1.24M -$12.7K -66 -1%
TDWM
660
Topel & Distasi Wealth Management
California
$1.23M – – –
SWM
661
Schwallier Wealth Management
Michigan
$1.23M +$46.1K +240 +4%
NewEdge Wealth
662
NewEdge Wealth
Pennsylvania
$1.23M +$165K +858 +16%
Lido Advisors
663
Lido Advisors
California
$1.23M -$84.8K -441 -7%
CCA
664
Clarity Capital Advisors
Florida
$1.22M +$92.8K +483 +9%
RFS
665
Richardson Financial Services
Massachusetts
$1.22M +$11.1K +58 +0.9%
AIA
666
Arbor Investment Advisors
North Carolina
$1.22M +$769 +4 +0.1%
SIA
667
Schechter Investment Advisors
Michigan
$1.21M +$196K +1,019 +20%
EWA
668
Evolution Wealth Advisors
Florida
$1.2M -$401K -2,085 -26%
CPA
669
Clear Point Advisors
New York
$1.19M -$44.4K -231 -4%
Dynamic Advisor Solutions
670
Dynamic Advisor Solutions
Arizona
$1.19M -$116K -603 -9%
LWM
671
LongView Wealth Management
Georgia
$1.18M +$44.4K +231 +4%
LC
672
Lindbrook Capital
California
$1.18M – – –
IA
673
Insight Advisors
Pennsylvania
$1.18M -$4.61K -24 -0.4%
SFP
674
Strategic Financial Partners
Oregon
$1.17M +$28.4K +148 +3%
LEA
675
Legacy Edge Advisors
New York
$1.17M -$149K -774 -12%