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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
176
INVST
Indiana
$7.93M -$297K -1,809 -4%
LI
177
LMCG Investments
Massachusetts
$7.92M +$121K +740 +1%
FC
178
Family CFO
California
$7.76M +$128K +781 +2%
SCA
179
Spearhead Capital Advisors
Florida
$7.74M -$377K -2,300 -4%
AI
180
Atria Investments
North Carolina
$7.72M +$3.33M +20,313 +65%
CWM
181
Cornerstone Wealth Management
Missouri
$7.71M +$181K +1,104 +2%
WFM
182
Wolff Financial Management
Michigan
$7.66M -$10.2K -62 -0.1%
CA
183
Cornerstone Advisory
Maryland
$7.6M -$492K -3,002 -6%
CPA
184
Cardiff Park Advisors
California
$7.57M +$503K +3,066 +6%
AWS
185
Atria Wealth Solutions
New York
$7.52M -$1.55M -9,462 -16%
AWA
186
Aaron Wealth Advisors
Illinois
$7.35M -$1.32B -8,067,774 -99%
QAM
187
Q3 Asset Management
Michigan
$7.33M +$431K +2,631 +6%
ST
188
Spinnaker Trust
Maine
$7.29M -$70.8K -432 -0.9%
FFM
189
Forum Financial Management
Illinois
$7.26M +$386K +2,351 +5%
PPW
190
Parcion Private Wealth
Washington
$7.19M +$6.62M +40,356 +746%
IFS
191
Ifrah Financial Services
Arkansas
$7.15M -$68.7K -419 -0.9%
HWM
192
HB Wealth Management
Georgia
$7.07M -$77.7K -474 -1%
William Blair & Company
193
William Blair & Company
Illinois
$7.05M +$1.41M +8,588 +22%
PA
194
Parallel Advisors
California
$7.02M +$1.57M +9,599 +26%
PP
195
PrairieView Partners
Minnesota
$7.01M -$812K -4,952 -10%
AAS
196
Avantax Advisory Services
Texas
$6.98M +$101K +614 +1%
WAM
197
Weinberger Asset Management
California
$6.92M +$1.22M +7,467 +19%
BMM
198
Buffington Mohr McNeal
Idaho
$6.88M +$217K +1,322 +3%
IA
199
IFP Advisors
Florida
$6.82M
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$6.78M +$819K +4,995 +12%