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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCS Capital Management
1226
SCS Capital Management
Massachusetts
$248K +$263K +1,331 New
FFA
1227
First Foundation Advisors
California
$248K – – –
CCIA
1228
Cherry Creek Investment Advisors
Colorado
$246K +$1.78K +9 +0.7%
NWAG
1229
Net Worth Advisory Group
Utah
$246K +$17.2K +87 +7%
BFG
1230
Berger Financial Group
Minnesota
$245K -$5.14K -26 -2%
CA
1231
Claris Advisors
Missouri
$245K – – –
FWMP
1232
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$244K – – –
PCM
1233
Passive Capital Management
Maryland
$244K – – –
MW
1234
Marcum Wealth
Ohio
$241K -$33.2K -168 -11%
RBFC
1235
Roman Butler Fullerton & Co
Missouri
$241K +$198 +1 +0.1%
RPGNY
1236
Retirement Planning Group (New York)
New York
$241K +$256K +1,295 New
FFA
1237
Founders Financial Alliance
North Carolina
$241K +$150K +757 +142%
MAMG
1238
Milestone Asset Management Group
Connecticut
$240K +$1.19K +6 +0.5%
RF
1239
RHS Financial
California
$240K -$5.33K -27 -2%
Kestra Investment Management
1240
Kestra Investment Management
Texas
$240K -$22.5M -114,119 -99%
WPW
1241
Watershed Private Wealth
Illinois
$239K +$19.8K +100 +8%
BMWS
1242
Brady Martz Wealth Solutions
North Dakota
$239K -$395 -2 -0.2%
TA
1243
TruWealth Advisors
Louisiana
$236K -$21.9K -111 -8%
Bogart Wealth LLC
1244
Bogart Wealth LLC
Virginia
$236K – – –
Confluence Wealth Services
1245
Confluence Wealth Services
Pennsylvania
$235K +$264K +1,334 New
PFP
1246
Paragon Financial Partners
California
$235K +$30.8K +156 +14%
PA
1247
Paragon Advisors
Texas
$234K +$11.3K +57 +5%
LCM
1248
Liberty Capital Management
Michigan
$233K – – –
SVWG
1249
Shared Vision Wealth Group
United States
$232K – – –
SAM
1250
Summit Asset Management
Tennessee
$231K -$51.6K -261 -17%