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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$9.24M +$2.04M +11,000 +30%
KPWS
202
Kestra Private Wealth Services
Texas
$9.16M -$138K -743 -2%
PA
203
Parallel Advisors
California
$9.15M +$225K +1,215 +3%
CPA
204
Cardiff Park Advisors
California
$9.09M – – –
EWA
205
EP Wealth Advisors
California
$9.04M +$278K +1,504 +3%
ODA
206
One Degree Advisors
California
$9.03M +$399K +2,153 +5%
PP
207
Prosperity Planning
Missouri
$8.93M -$339K -1,833 -4%
SFG
208
Sage Financial Group
Pennsylvania
$8.93M +$150K +813 +2%
PFPT
209
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.79M +$775K +4,188 +10%
FFP
210
Forbes Financial Planning
Rhode Island
$8.69M -$517K -2,793 -6%
FWI
211
Facet Wealth Inc
Maryland
$8.68M -$1.2M -6,488 -13%
DC
212
Davenport & Co
Virginia
$8.65M +$258K +1,392 +3%
SIA
213
Spectrum Investment Advisors
Wisconsin
$8.63M +$555K +2,996 +7%
WFP
214
Wrenne Financial Planning
Kentucky
$8.5M +$2.82M +15,246 +54%
PP
215
PrairieView Partners
Minnesota
$8.47M +$34.4K +186 +0.4%
AllianceBernstein
216
AllianceBernstein
Tennessee
$8.46M +$439K +2,370 +6%
FMTCOCP
217
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.41M +$819K +4,423 +11%
FTS
218
Fifth Third Securities
Ohio
$8.41M +$378K +2,040 +5%
SRC
219
Shufro Rose & Co
New York
$8.37M -$42.4K -229 -0.5%
CWA
220
Cornerstone Wealth Advisors
Minnesota
$8.18M -$460K -2,483 -6%
Brown Advisory
221
Brown Advisory
Maryland
$8.15M +$844K +4,560 +12%
SMWM
222
Silvia McColl Wealth Management
California
$8.08M -$111K -600 -1%
BDF
223
Black Diamond Financial
Maryland
$8.05M -$2.14M -11,573 -22%
TCWM
224
Total Clarity Wealth Management
Illinois
$8.04M +$4.4M +23,750 +136%
ML
225
Mayport LLC
Massachusetts
$8.01M +$773K +4,178 +11%