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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
701
McNamara Financial Services
Massachusetts
$1.52M -$67.7K -291 -4%
BGAI
702
Bruce G. Allen Investments
Colorado
$1.52M +$29.5K +127 +2%
PWP
703
Parkwoods Wealth Partners
New York
$1.52M +$1.45M +6,239 New
SWM
704
Sherman Wealth Management
Maryland
$1.51M +$45.1K +194 +3%
PWS
705
Precision Wealth Strategies
Missouri
$1.51M -$49.1K -211 -3%
PA
706
Prairie Advisory
Kansas
$1.51M +$1.45M +6,212 New
Wellington Management Group
707
Wellington Management Group
Massachusetts
$1.51M
ODIJL
708
One Day In July LLC
Vermont
$1.51M -$243K -1,044 -14%
CCA
709
Cadent Capital Advisors
Oklahoma
$1.49M -$10K -43 -0.7%
WFS
710
Weitzel Financial Services
Iowa
$1.49M -$109K -468 -7%
IA
711
IFG Advisory
Georgia
$1.49M +$1.4M +6,035 +7,185%
CCM
712
Condor Capital Management
New Jersey
$1.49M -$28.4K -122 -2%
PPA
713
Painted Porch Advisors
California
$1.49M +$23K +99 +2%
RWM
714
Revisor Wealth Management
Ohio
$1.49M +$27.4K +118 +2%
TC
715
Trilogy Capital
California
$1.49M -$306K -1,314 -18%
VWA
716
VSM Wealth Advisory
Maryland
$1.48M +$17K +73 +1%
Franklin Resources
717
Franklin Resources
California
$1.48M +$553K +2,379 +64%
WMG
718
WESCAP Management Group
California
$1.48M
TAWM
719
Three Arch Wealth Management
California
$1.48M +$3.72K +16 +0.3%
SAM
720
Stembrook Asset Management
New Jersey
$1.47M -$70.7K -304 -5%
DAS
721
Dynamic Advisor Solutions
Arizona
$1.46M -$120K -518 -8%
PD
722
Planning Directions
Pennsylvania
$1.46M -$32.6K -140 -2%
UAG
723
United Advisor Group
Ohio
$1.45M +$29.1K +125 +2%
MF
724
Meridian Financial
Massachusetts
$1.45M -$4.88K -21 -0.4%
BPW
725
BlueDoor Private Wealth
Massachusetts
$1.45M -$233K -1,000 -14%