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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Cornerstone Wealth Advisors
Minnesota
$7.39M +$224K +1,258 +3%
RM
202
Resource Management
Louisiana
$7.37M +$266K +1,494 +4%
GC
203
Garde Capital
Washington
$7.37M +$109K +612 +2%
AIS
204
American Investment Services
Massachusetts
$7.32M -$889 -5 -0%
FHA
205
First Horizon Advisors
Tennessee
$7.25M +$190K +1,070 +3%
JE
206
JMAC Enterprises
Pennsylvania
$7.25M +$7.45M +41,901 New
TAM
207
Tocqueville Asset Management
New York
$7.22M +$133K +749 +2%
AA
208
Atmos Advisory
Pennsylvania
$7.13M +$7.09M +39,880 New
CFO
209
CVA Family Office
Colorado
$7.08M +$6.47M +36,358 +1,116%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$7.04M -$885K -4,976 -11%
SFG
211
Sage Financial Group
Pennsylvania
$6.99M +$28.8K +162 +0.4%
Northern Trust
212
Northern Trust
Illinois
$6.93M -$136K -762 -2%
RFA
213
RTD Financial Advisors
Pennsylvania
$6.92M +$6.88M +38,687 New
CM
214
Cornerstone Management
Georgia
$6.86M -$168K -943 -2%
CC
215
Courier Capital
New York
$6.85M -$1.03M -5,807 -13%
E
216
ETFidea
New York
$6.72M +$6.68M +37,587 New
WAM
217
Weinberger Asset Management
California
$6.7M +$6.67M +37,481 New
PA
218
Parallel Advisors
California
$6.7M -$76.3K -429 -1%
QFA
219
Quattro Financial Advisors
Texas
$6.68M +$5.15M +28,984 +347%
WIC
220
Whitegate Investment Counselors
New Hampshire
$6.66M +$88.7K +499 +1%
TW
221
Towerpoint Wealth
California
$6.63M -$988K -5,553 -13%
BTIM
222
BancFirst Trust & Investment Management
Oklahoma
$6.62M +$6.58M +37,006 New
QWM
223
Quaker Wealth Management
New Jersey
$6.61M +$6.57M +36,958 New
ML
224
McAdam LLC
Pennsylvania
$6.59M +$1.31M +7,393 +25%
BF
225
Brooklyn FI
New York
$6.57M +$6.54M +36,750 New