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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
201
Flywheel Private Wealth
California
$8.76M +$37.9K +192 +0.4%
SCM
202
Steele Capital Management
Iowa
$8.75M -$265K -1,340 -3%
CPA
203
Cardiff Park Advisors
California
$8.69M -$273K -1,380 -3%
PA
204
Parallel Advisors
California
$8.51M +$120K +606 +1%
SRC
205
Shufro Rose & Co
New York
$8.41M -$110K -556 -1%
SFG
206
Sage Financial Group
Pennsylvania
$8.38M +$412K +2,088 +5%
EWA
207
EP Wealth Advisors
California
$8.35M -$279K -1,414 -3%
CWA
208
Cornerstone Wealth Advisors
Minnesota
$8.28M +$183K +928 +2%
ODA
209
One Degree Advisors
California
$8.23M +$144K +727 +2%
PP
210
PrairieView Partners
Minnesota
$8.06M +$1.08M +5,465 +14%
DC
211
Davenport & Co
Virginia
$8M +$634K +3,210 +8%
BFS
212
Bradley Foster & Sargent
Connecticut
$7.84M -$47.8K -242 -0.6%
SMWM
213
Silvia McColl Wealth Management
California
$7.83M +$39.1K +198 +0.5%
IFS
214
Ifrah Financial Services
Arkansas
$7.7M -$193K -977 -2%
SIA
215
Spectrum Investment Advisors
Wisconsin
$7.69M +$194K +981 +2%
FTS
216
Fifth Third Securities
Ohio
$7.65M +$398K +2,016 +5%
KBFS
217
Kohmann Bosshard Financial Services
Ohio
$7.64M -$144K -727 -2%
AllianceBernstein
218
AllianceBernstein
Tennessee
$7.64M -$77K -390 -0.9%
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.62M +$1.4M +7,112 +21%
ONB
220
Old National Bancorp
Indiana
$7.6M -$342K -1,731 -4%
FAT
221
First American Trust
California
$7.54M +$949K +4,803 +13%
AWS
222
Atria Wealth Solutions
New York
$7.5M -$2.03M -10,287 -20%
ES
223
Eagle Strategies
New York
$7.49M +$408K +2,063 +5%
CIA
224
Compass Ion Advisors
Pennsylvania
$7.48M -$811K -4,107 -9%
PSA
225
Plum Street Advisors
Louisiana
$7.38M -$41.5K -210 -0.5%