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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
201
Annapolis Financial Services
Maryland
$9.09M -$160K -885 -2%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$9.08M -$4.92M -27,238 -37%
MFG
203
Merit Financial Group
Georgia
$9.07M +$899K +4,981 +11%
BFS
204
Bradley Foster & Sargent
Connecticut
$9.06M -$293K -1,626 -3%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$9.01M +$153K +848 +2%
CWM
206
Cornerstone Wealth Management
Missouri
$9.01M +$128K +708 +2%
RVPG
207
Relative Value Partners Group
$8.99M -$139K -771 -1%
CIA
208
Compass Ion Advisors
Pennsylvania
$8.98M +$244K +1,354 +3%
JE
209
JMAC Enterprises
Pennsylvania
$8.95M +$1.05M +5,838 +14%
CIA
210
Concurrent Investment Advisors
Florida
$8.84M -$104K -576 -1%
PCIA
211
Prime Capital Investment Advisors
Kansas
$8.78M -$1.54M -8,536 -16%
IHWM
212
Iron Horse Wealth Management
Iowa
$8.74M +$315K +1,743 +4%
William Blair & Company
213
William Blair & Company
Illinois
$8.6M -$2.19M -12,129 -21%
FWP
214
Family Wealth Partners
North Carolina
$8.56M -$637K -3,528 -7%
E
215
ETFidea
New York
$8.5M +$86.8K +481 +1%
CFO
216
Collective Family Office
Pennsylvania
$8.49M -$221K -1,222 -3%
FCM
217
Firestone Capital Management
Florida
$8.47M +$371K +2,056 +5%
PSA
218
Plum Street Advisors
Louisiana
$8.44M -$430K -2,382 -5%
IFS
219
Ifrah Financial Services
Arkansas
$8.38M -$82.3K -456 -1%
I
220
INVST
Indiana
$8.15M +$347K +1,925 +5%
ODA
221
One Degree Advisors
California
$8.08M -$1.99K -11 -0%
SFG
222
Sage Financial Group
Pennsylvania
$8.05M -$82.5K -457 -1%
PP
223
PrairieView Partners
Minnesota
$7.97M -$145K -804 -2%
TPI
224
Trust Point Inc
Wisconsin
$7.93M +$1.05M +5,807 +16%
PWM
225
Perigon Wealth Management
California
$7.91M -$78.9K -437 -1%