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Vanguard S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
FAS Wealth Partners
Kansas
$318K -$15.1K -192 -5%
BC
102
Barrett & Company
Rhode Island
$315K +$47.6K +605 +20%
BSW
103
Buckingham Strategic Wealth
Missouri
$314K +$1.42K +18 +0.5%
RJT
104
Raymond James Trust
Florida
$312K +$472 +6 +0.2%
Bessemer Group
105
Bessemer Group
New Jersey
$306K
MWM
106
Modera Wealth Management
New Jersey
$301K
CPIG
107
Chicago Partners Investment Group
Illinois
$300K +$15.9K +202 +6%
Corient Private Wealth
108
Corient Private Wealth
Florida
$296K +$79 +1 +0%
MFWP
109
Mosaic Family Wealth Partners
Missouri
$294K +$1.65K +21 +0.6%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$288K -$37.3K -474 -13%
Two Sigma Investments
111
Two Sigma Investments
New York
$283K -$511K -6,500 -67%
EWA
112
ERTS Wealth Advisors
Michigan
$282K -$42.5K -541 -15%
CFA
113
Cahill Financial Advisors
Minnesota
$281K +$3.3K +42 +1%
SWM
114
Silverlake Wealth Management
Vermont
$279K +$2.91K +37 +1%
BFA
115
Bragg Financial Advisors
North Carolina
$277K -$11.8K -150 -5%
SI
116
Stephens Inc
Arkansas
$265K
AWS
117
Atria Wealth Solutions
New York
$260K -$37.3K -474 -14%
US Bancorp
118
US Bancorp
Minnesota
$255K -$369K -4,692 -62%
TW
119
TritonPoint Wealth
Maryland
$251K +$223K +2,840 New
BRWA
120
B. Riley Wealth Advisors
Florida
$243K -$3.93K -50 -2%
Creative Planning
121
Creative Planning
Kansas
$222K +$197K +2,504 New
CWM
122
Collaborative Wealth Management
Florida
$215K +$191K +2,432 New
SCM
123
Saxony Capital Management
Missouri
$213K +$190K +2,412 New
SAM
124
SignalPoint Asset Management
Missouri
$209K +$186K +2,366 New
FWM
125
FSA Wealth Management
Massachusetts
$205K +$182K +2,313 New