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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
826
Quantum Financial Advisors
California
$830K +$9.61K +47 +1%
EFP
827
Envision Financial Planning
Tennessee
$830K
PIA
828
Perennial Investment Advisors
California
$827K -$128K -625 -14%
RF
829
RHS Financial
California
$827K -$6.13K -30 -0.8%
TC
830
Trilogy Capital
California
$826K +$168K +822 +26%
EFG
831
Embree Financial Group
Illinois
$822K +$818 +4 +0.1%
ACM
832
Armbruster Capital Management
New York
$816K
Neuberger Berman Group
833
Neuberger Berman Group
New York
$813K -$14.7K -72 -2%
FWM
834
Fonville Wealth Management
Virginia
$813K -$2.86K -14 -0.4%
KA
835
Klingman & Associates
New York
$811K +$74.4K +364 +10%
AGWCA
836
Annis Gardner Whiting Capital Advisors
Florida
$806K +$409 +2 +0.1%
SCM
837
Saxony Capital Management
Missouri
$804K +$221K +1,079 +39%
WFPG
838
Waller Financial Planning Group
Ohio
$795K -$2.04K -10 -0.3%
SAM
839
Synergy Asset Management
Washington
$792K +$571K +2,791 +241%
MAG
840
Mayfair Advisory Group
Alabama
$792K +$48.1K +235 +7%
WH
841
Willner & Heller
California
$792K +$1.84K +9 +0.2%
AMM
842
American Money Management
California
$788K -$5.52K -27 -0.7%
RIS
843
Richmond Investment Services
Wisconsin
$785K +$1.43K +7 +0.2%
MAM
844
McLean Asset Management
Virginia
$784K -$1.43K -7 -0.2%
SWA
845
Sightline Wealth Advisors
Connecticut
$784K -$3.68K -18 -0.5%
WPA
846
Wealth Preservation Advisors
Tennessee
$782K +$204 +1 +0%
SCM
847
Spreng Capital Management
Ohio
$781K -$31.7K -155 -4%
LSPW
848
Lake Street Private Wealth
Illinois
$779K +$204 +1 +0%
GWS
849
Glassman Wealth Services
Virginia
$777K
SHF
850
Stage Harbor Financial
Massachusetts
$773K