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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
851
Flagship Harbor Advisors
Massachusetts
$584K +$31.7K +194 +6%
EWM
852
Evermay Wealth Management
Virginia
$575K -$11.4K -70 -2%
BB
853
Busey Bank
Illinois
$574K
BWM
854
BigSur Wealth Management
Florida
$570K +$2.29K +14 +0.4%
IFPL
855
Investments & Financial Planning LLC
Kentucky
$565K -$3.75M -22,950 -88%
SAM
856
Silvercrest Asset Management
New York
$563K +$62.4K +382 +14%
TC
857
Trilogy Capital
California
$562K -$145K -891 -22%
BFC
858
Bedel Financial Consulting
Indiana
$561K +$4.08K +25 +0.8%
Franklin Resources
859
Franklin Resources
California
$558K +$72.8K +446 +17%
PFG
860
PAX Financial Group
Texas
$557K +$12.2K +75 +2%
HPM
861
Hoxton Planning & Management
West Virginia
$554K -$57K -349 -10%
WA
862
Wealthstream Advisors
New York
$550K +$1.31K +8 +0.3%
NP
863
NorthRock Partners
Minnesota
$550K +$132K +809 +36%
WWM
864
Western Wealth Management
Colorado
$546K +$18.8K +115 +4%
EPWM
865
Essex Private Wealth Management
Massachusetts
$546K
RWM
866
Rockwood Wealth Management
Pennsylvania
$546K -$1.96K -12 -0.4%
D
867
Diversified
Delaware
$545K +$29.5K +181 +6%
BA
868
Brightwater Advisory
Florida
$545K +$494K +3,026 New
UI
869
Unconventional Investor
New Hampshire
$544K
BIM
870
Baldwin Investment Management
Pennsylvania
$542K +$34.8K +213 +8%
SWA
871
Sightline Wealth Advisors
Connecticut
$540K +$979 +6 +0.2%
IA
872
Inspire Advisors
Idaho
$540K -$1.81M -11,103 -79%
RA
873
Resolute Advisors
California
$540K +$2.94K +18 +0.6%
RMA
874
Roffman Miller Associates
Pennsylvania
$538K +$7.02K +43 +1%
TW
875
TrinityPoint Wealth
Connecticut
$533K +$119K +726 +32%