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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
201
Forum Financial Management
Illinois
$8.11M +$2.26K +13 +0%
AAS
202
Avantax Advisory Services
Texas
$8.1M -$239K -1,374 -3%
MFG
203
Merit Financial Group
Georgia
$8.05M +$7.64M +43,938 +2,383%
CCA
204
Checchi Capital Advisers
California
$8.04M +$1.92M +11,048 +32%
QFA
205
Quattro Financial Advisors
Texas
$8.03M +$1.45M +8,322 +22%
I
206
INVST
Indiana
$7.86M -$138K -792 -2%
BMM
207
Buffington Mohr McNeal
Idaho
$7.85M +$7.76M +44,623 New
ACS
208
Archford Capital Strategies
Illinois
$7.69M +$2.84M +16,328 +58%
SAM
209
Stone Asset Management
Texas
$7.68M +$243K +1,396 +3%
TC
210
Tacita Capital
Ontario, Canada
$7.47M +$36.5K +210 +0.5%
CWM
211
Connecticut Wealth Management
Connecticut
$7.37M -$11.8K -68 -0.2%
FA
212
FDx Advisors
Illinois
$7.36M -$13.6K -78 -0.2%
PCMC
213
Paragon Capital Management (Colorado)
Colorado
$7.26M -$286K -1,647 -4%
Citigroup
214
Citigroup
New York
$7.24M -$1.91M -11,009 -21%
WIC
215
Whitegate Investment Counselors
New Hampshire
$7.21M +$654K +3,763 +10%
FFG
216
Ford Financial Group
California
$7.2M +$389K +2,238 +6%
GC
217
Garde Capital
Washington
$7.16M -$84.8K -488 -1%
CM
218
Columbus Macro
Pennsylvania
$7.11M -$880K -5,059 -11%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$7.09M +$4.2M +24,136 +149%
JE
220
JMAC Enterprises
Pennsylvania
$7.04M -$331K -1,902 -5%
AA
221
Atmos Advisory
Pennsylvania
$7.03M +$9.39K +54 +0.1%
CFO
222
CVA Family Office
Colorado
$7.02M +$47.8K +275 +0.7%
SFG
223
Sage Financial Group
Pennsylvania
$6.94M +$55.8K +321 +0.8%
AIS
224
American Investment Services
Massachusetts
$6.88M -$324K -1,862 -5%
BSB
225
Bangor Savings Bank
Maine
$6.87M +$674K +3,878 +11%