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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
201
Relyea Zuckerberg Hanson
Connecticut
$8.76M -$512K -2,769 -5%
ONB
202
Old National Bancorp
Indiana
$8.75M -$850K -4,601 -9%
MFG
203
Merit Financial Group
Georgia
$8.72M -$272K -1,470 -3%
KBFS
204
Kohmann Bosshard Financial Services
Ohio
$8.66M -$5.19M -28,076 -37%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$8.64M +$71.3K +386 +0.8%
CWM
206
Cornerstone Wealth Management
Missouri
$8.61M +$41K +222 +0.5%
CIA
207
Concurrent Investment Advisors
Florida
$8.6M +$191K +1,033 +2%
PLU
208
Performa Ltd (US)
South Carolina
$8.55M +$1.06M +5,723 +14%
IHWM
209
Iron Horse Wealth Management
Iowa
$8.55M +$239K +1,294 +3%
AFS
210
Annapolis Financial Services
Maryland
$8.46M -$190K -1,027 -2%
FFP
211
Forbes Financial Planning
Rhode Island
$8.4M +$6.48M +35,072 +320%
FCM
212
Firestone Capital Management
Florida
$8.35M +$296K +1,601 +4%
William Blair & Company
213
William Blair & Company
Illinois
$8.22M +$40.5K +219 +0.5%
BFS
214
Bradley Foster & Sargent
Connecticut
$8.18M -$444K -2,402 -5%
E
215
ETFidea
New York
$8.12M +$31.6K +171 +0.4%
VFG
216
Victory Financial Group
Texas
$8.03M +$867K +4,694 +12%
CFO
217
Collective Family Office
Pennsylvania
$7.95M -$127K -686 -2%
PSA
218
Plum Street Advisors
Louisiana
$7.85M +$178K +965 +2%
IFS
219
Ifrah Financial Services
Arkansas
$7.78M -$191K -1,035 -2%
ODA
220
One Degree Advisors
California
$7.77M +$83.1K +450 +1%
SFG
221
Sage Financial Group
Pennsylvania
$7.72M +$63.4K +343 +0.8%
FHA
222
First Horizon Advisors
Tennessee
$7.69M +$287K +1,552 +4%
GM
223
GeoWealth Management
Illinois
$7.58M +$151K +815 +2%
PP
224
PrairieView Partners
Minnesota
$7.5M -$73.7K -399 -1%
PWM
225
Perigon Wealth Management
California
$7.42M -$105K -568 -1%