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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
201
Checchi Capital Advisers
California
$5.07M +$2.88M +22,321 +168%
PAS
202
Park Avenue Securities
New York
$5.06M +$648K +5,020 +16%
TIM
203
Tortoise Investment Management
New York
$5M +$95.2K +738 +2%
RM
204
Resource Management
Louisiana
$5M +$19.7K +153 +0.4%
SFM
205
Signet Financial Management
New Jersey
$4.97M -$44.4K -344 -1%
RWA
206
Redhawk Wealth Advisors
Minnesota
$4.97M +$2.67M +20,715 +146%
NFG
207
Next Financial Group
Texas
$4.84M +$301K +2,331 +7%
AAS
208
Avantax Advisory Services
Texas
$4.75M -$2.2M -17,089 -34%
SIA
209
Strategic Investment Advisors
Michigan
$4.7M +$3.24M +25,106 +315%
MFW
210
Mosaic Family Wealth
Missouri
$4.65M +$234K +1,811 +6%
BWFA
211
Baltimore-Washington Financial Advisors
Maryland
$4.56M -$19.5K -151 -0.5%
CFO
212
Collective Family Office
Pennsylvania
$4.52M +$4.1M +31,799 New
CA
213
Capital Advantage
California
$4.47M +$82.3K +638 +2%
SWA
214
SOA Wealth Advisors
New York
$4.45M +$3.65M +28,299 New
PP
215
Prosperity Planning
Missouri
$4.36M +$3.95M +30,655 New
FFG
216
Ford Financial Group
California
$4.34M +$1.96M +15,212 +100%
QWM
217
Quaker Wealth Management
New Jersey
$4.29M -$16.4K -127 -0.4%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$4.27M +$2.27M +17,628 +142%
OWA
219
Octavia Wealth Advisors
Ohio
$4.16M +$3.77M +29,237 New
WP
220
WealthShield Partners
North Carolina
$4.15M +$2.87M +22,281 +324%
SPC
221
Sigma Planning Corp
Michigan
$4.13M -$1.08M -8,388 -22%
NWM
222
Northwest Wealth Management
Iowa
$4.13M -$190K -1,473 -5%
ACA
223
Ackerman Capital Advisors
Texas
$4.12M +$176K +1,368 +5%
GIM
224
Goelzer Investment Management
Indiana
$4.11M -$502K -3,894 -12%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$4.01M +$74.6K +578 +2%