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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
176
Bradley Foster & Sargent
Connecticut
$7.65M -$221K -1,394 -3%
OWA
177
Octavia Wealth Advisors
Ohio
$7.63M -$404K -2,543 -5%
DBT
178
Dubuque Bank & Trust
Iowa
$7.42M -$694K -4,371 -8%
CWM
179
Cornerstone Wealth Management
Missouri
$7.41M +$28.4K +179 +0.3%
PPW
180
Parcion Private Wealth
Washington
$7.4M +$929K +5,846 +13%
WFM
181
Wolff Financial Management
Michigan
$7.34M +$11.6K +73 +0.1%
WAM
182
Weinberger Asset Management
California
$7.32M +$772K +4,857 +11%
CPA
183
Cardiff Park Advisors
California
$7.26M +$16.5K +104 +0.2%
LI
184
LMCG Investments
Massachusetts
$7.2M -$428K -2,692 -5%
CA
185
Cornerstone Advisory
Maryland
$7.19M -$87K -548 -1%
IA
186
IFP Advisors
Florida
$7.15M +$514K +3,233 +5%
ML
187
McAdam LLC
Pennsylvania
$7.04M +$990K +6,231 +15%
ST
188
Spinnaker Trust
Maine
$6.95M -$35.4K -223 -0.5%
IFS
189
Ifrah Financial Services
Arkansas
$6.88M +$40.3K +254 +0.5%
I
190
INVST
Indiana
$6.88M -$137K -864 -2%
WWM
191
Windsor Wealth Management
Indiana
$6.82M +$753K +4,741 +11%
William Blair & Company
192
William Blair & Company
Illinois
$6.78M +$42.6K +268 +0.6%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$6.71M +$7.44M +46,818 New
FFM
194
Forum Financial Management
Illinois
$6.69M -$286K -1,800 -4%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$6.69M +$220K +1,388 +3%
AAS
196
Avantax Advisory Services
Texas
$6.64M -$47K -296 -0.6%
PP
197
PrairieView Partners
Minnesota
$6.62M -$101K -634 -1%
PA
198
Parallel Advisors
California
$6.61M -$122K -770 -2%
CAWM
199
Capital Advisors Wealth Management
Washington
$6.61M +$1.42M +8,963 +24%
ACS
200
Archford Capital Strategies
Illinois
$6.51M +$70.8K +446 +1%