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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
201
Archford Capital Strategies
Illinois
$7.4M +$205K +1,241 +3%
FFM
202
Forum Financial Management
Illinois
$7.37M -$114K -686 -1%
FAT
203
First American Trust
California
$7.32M +$2.51M +15,176 +49%
PA
204
Parallel Advisors
California
$7.32M -$6.95K -42 -0.1%
IFS
205
Ifrah Financial Services
Arkansas
$7.31M -$93.4K -564 -1%
WWM
206
Windsor Wealth Management
Indiana
$7.11M -$64.4K -389 -0.9%
AM
207
AGF Management
Ontario, Canada
$6.91M -$57.9K -350 -0.8%
E
208
ETFidea
New York
$6.85M +$321K +1,938 +5%
SFG
209
Sage Financial Group
Pennsylvania
$6.85M +$480K +2,897 +7%
HWM
210
HB Wealth Management
Georgia
$6.83M +$556K +3,357 +8%
AI
211
Atria Investments
North Carolina
$6.8M -$3.49M -21,098 -33%
CCA
212
Checchi Capital Advisers
California
$6.73M +$1.2M +7,267 +21%
TC
213
Tacita Capital
Ontario, Canada
$6.64M -$43K -260 -0.6%
GFWA
214
Grey Fox Wealth Advisors
Delaware
$6.63M +$787K +4,754 +13%
BF
215
Brooklyn FI
New York
$6.61M +$1.85M +11,176 +43%
KCPG
216
Kavar Capital Partners Group
Kansas
$6.47M -$7.28M -43,976 -52%
CM
217
Cornerstone Management
Georgia
$6.45M +$301K +1,819 +5%
VWA
218
Visionary Wealth Advisors
Illinois
$6.44M -$1.17M -7,072 -15%
QC
219
Quent Capital
New York
$6.4M +$111K +670 +2%
TAM
220
Tocqueville Asset Management
New York
$6.36M -$113K -680 -2%
OFP
221
OLIO Financial Planning
Virginia
$6.3M +$423K +2,558 +7%
FCI
222
Financial Counselors Inc
Kansas
$6.29M -$92.4K -558 -1%
CC
223
Courier Capital
New York
$6.29M +$54.1K +327 +0.8%
PP
224
PrairieView Partners
Minnesota
$6.27M -$95.8K -579 -1%
FHA
225
First Horizon Advisors
Tennessee
$6.21M +$101K +611 +2%