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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
851
Magnolia Capital Advisors
Mississippi
$771K -$204 -1 -0%
AWP
852
Accretive Wealth Partners
New Jersey
$769K -$2.86K -14 -0.4%
CT
853
Caldwell Trust
Florida
$766K -$204 -1 -0%
WFAG
854
Wescott Financial Advisory Group
Pennsylvania
$762K +$2.45K +12 +0.3%
KA
855
KDT Advisors
New York
$762K -$73.6K -360 -9%
MWM
856
MorganRosel Wealth Management
Colorado
$761K -$22.5K -110 -3%
S
857
SignatureFD
Georgia
$760K +$80.4K +393 +12%
SIG
858
Spinnaker Investment Group
California
$759K +$744K +3,639 New
LW
859
Libra Wealth
California
$757K
SCA
860
Snowden Capital Advisors
New York
$757K +$16.4K +80 +2%
WC
861
Westhampton Capital
North Carolina
$756K
LPT
862
Legacy Private Trust
Wisconsin
$756K +$58.9K +288 +9%
PWA
863
Physician Wealth Advisors
Utah
$753K -$62.2K -304 -8%
BWM
864
BCS Wealth Management
Tennessee
$745K -$80.2K -392 -10%
Franklin Resources
865
Franklin Resources
California
$744K +$10.4K +51 +1%
WSFS
866
Wilmington Savings Fund Society
Delaware
$742K -$623K -3,047 -46%
AFO
867
Arrowroot Family Office
California
$739K +$3.07K +15 +0.4%
HPM
868
Hoxton Planning & Management
West Virginia
$736K -$16.2K -79 -2%
LPP
869
Life Planning Partners
Florida
$736K
APIM
870
Agate Pass Investment Management
Washington
$731K
KNFPWM
871
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$730K -$6.75K -33 -0.9%
CTA
872
Chesley Taft & Associates
Illinois
$728K -$20.4K -100 -3%
GWS
873
Greykasell Wealth Strategies
California
$723K +$613 +3 +0.1%
WCM
874
Winebrenner Capital Management
Kentucky
$719K -$88.1K -431 -11%
TCM
875
Traynor Capital Management
Pennsylvania
$719K +$128K +626 +22%