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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
701
Coastal Bridge Advisors
Connecticut
$1.55M +$106K +457 +8%
RPGNY
702
Retirement Planning Group (New York)
New York
$1.55M +$267K +1,147 +22%
SWM
703
Silverlake Wealth Management
Vermont
$1.53M +$135K +582 +10%
AIA
704
Arbor Investment Advisors
North Carolina
$1.53M +$3.72K +16 +0.3%
MFS
705
McNamara Financial Services
Massachusetts
$1.52M -$67.7K -291 -4%
BGAI
706
Bruce G. Allen Investments
Colorado
$1.52M +$29.5K +127 +2%
PWP
707
Parkwoods Wealth Partners
New York
$1.52M +$1.45M +6,239 New
SWM
708
Sherman Wealth Management
Maryland
$1.51M +$45.1K +194 +3%
PWS
709
Precision Wealth Strategies
Missouri
$1.51M -$49.1K -211 -3%
PA
710
Prairie Advisory
Kansas
$1.51M +$1.45M +6,212 New
Wellington Management Group
711
Wellington Management Group
Massachusetts
$1.51M – – –
ODIJL
712
One Day In July LLC
Vermont
$1.51M -$243K -1,044 -14%
CCA
713
Cadent Capital Advisors
Oklahoma
$1.49M -$10K -43 -0.7%
WFS
714
Weitzel Financial Services
Iowa
$1.49M -$109K -468 -7%
IA
715
IFG Advisory
Georgia
$1.49M +$1.4M +6,035 +7,185%
CCM
716
Condor Capital Management
New Jersey
$1.49M -$28.4K -122 -2%
PPA
717
Painted Porch Advisors
California
$1.49M +$23K +99 +2%
RWM
718
Revisor Wealth Management
Ohio
$1.49M +$27.4K +118 +2%
TC
719
Trilogy Capital
California
$1.49M -$306K -1,314 -18%
VWA
720
VSM Wealth Advisory
Maryland
$1.48M +$17K +73 +1%
Franklin Resources
721
Franklin Resources
California
$1.48M +$553K +2,379 +64%
WMG
722
WESCAP Management Group
California
$1.48M – – –
TAWM
723
Three Arch Wealth Management
California
$1.48M +$3.72K +16 +0.3%
SAM
724
Stembrook Asset Management
New Jersey
$1.47M -$70.7K -304 -5%
DAS
725
Dynamic Advisor Solutions
Arizona
$1.46M -$120K -518 -8%