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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Stratos Wealth Advisors
Ohio
$6.63M +$2.94M +18,639 +87%
NA
202
NewEdge Advisors
Louisiana
$6.57M +$128K +810 +2%
BCA
203
Biltmore Capital Advisors
New Jersey
$6.55M +$496K +3,148 +9%
AI
204
Atria Investments
North Carolina
$6.48M +$339K +2,155 +6%
SFG
205
SNS Financial Group
Minnesota
$6.43M -$5.53M -35,104 -47%
FHA
206
First Horizon Advisors
Tennessee
$6.42M +$187K +1,190 +3%
AWA
207
Aaron Wealth Advisors
Illinois
$6.34M +$287K +1,825 +5%
CM
208
Cornerstone Management
Georgia
$6.31M -$347K -2,205 -5%
HIIFS
209
Harel Insurance Investments & Financial Services
Israel
$6.26M +$1.78M +11,316 New
CWA
210
Cornerstone Wealth Advisors
Minnesota
$6.24M +$5.93M +37,655 New
CWM
211
Capital Wealth Management
Rhode Island
$6.23M -$46K -292 -0.8%
LFS
212
Lutz Financial Services
Nebraska
$6.16M -$328K -2,085 -5%
CFO
213
Collective Family Office
Pennsylvania
$6.16M +$851K +5,402 +17%
FAT
214
First American Trust
California
$6.09M -$44.1K -280 -0.8%
RM
215
Resource Management
Louisiana
$6.04M +$217K +1,375 +4%
TAM
216
Tocqueville Asset Management
New York
$6.02M +$68.5K +435 +1%
PFPT
217
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.02M +$4.36M +27,708 +321%
WPWM
218
Windward Private Wealth Management
Kansas
$5.93M -$1.96M -12,466 -26%
RZH
219
Relyea Zuckerberg Hanson
Connecticut
$5.92M +$1.82M +11,545 +51%
CFS
220
Cannon Financial Strategists
Georgia
$5.89M -$184K -1,170 -3%
CIM
221
Cambria Investment Management
California
$5.89M -$101K -640 -2%
Vanguard Group
222
Vanguard Group
Pennsylvania
$5.86M -$19.5M -123,914 -78%
TIM
223
Tortoise Investment Management
New York
$5.84M +$18K +114 +0.3%
BCM
224
Beck Capital Management
Texas
$5.82M -$114K -723 -2%
SS
225
Simplicity Solutions
Minnesota
$5.8M -$11.8M -74,738 -68%