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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
301
Joel Isaacson & Co
New York
$2.05M +$55.9K +433 +3%
CF
302
Corrigan Financial
Rhode Island
$2.03M +$7.74K +60 +0.4%
FUBT
303
First United Bank & Trust
Maryland
$1.97M +$576K +4,463 +47%
HB
304
Homrich & Berg
Georgia
$1.93M +$39.6K +307 +2%
EF
305
Empowered Funds
Pennsylvania
$1.92M +$1.75M +13,528 New
VC
306
Veery Capital
Delaware
$1.92M +$1.74M +13,491 New
Citadel Advisors
307
Citadel Advisors
Florida
$1.9M +$1.72M +13,365 New
FWI
308
Facet Wealth Inc
Maryland
$1.89M +$1.72M +13,300 New
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
$1.89M -$55.1K -427 -3%
RGC
310
Roberts, Glore & Co
Illinois
$1.88M +$735K +5,696 +76%
BC
311
Burleson & Co
California
$1.86M -$179K -1,388 -10%
VFA
312
Voya Financial Advisors
Connecticut
$1.84M -$46.3K -359 -3%
GP
313
Girard Partners
Pennsylvania
$1.83M +$104K +808 +7%
HMS
314
Hanseatic Management Services
New Mexico
$1.82M +$1.66M +12,830 New
RC
315
Roundview Capital
New Jersey
$1.82M +$923K +7,157 +126%
TC
316
TAP Consulting
Missouri
$1.82M -$113K -876 -6%
IWA
317
Intercontinental Wealth Advisors
Texas
$1.81M
LWM
318
Lionsbridge Wealth Management
Florida
$1.8M +$1.64M +12,694 New
ACA
319
Atlas Capital Advisors
Wyoming
$1.8M +$279K +2,161 +21%
CA
320
Continuum Advisory
Idaho
$1.79M +$188K +1,461 +13%
KOMWMG
321
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.78M +$116K +902 +8%
APSP
322
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.76M -$310K -2,403 -16%
CANC
323
Culbertson A N & Co
Virginia
$1.72M +$29K +225 +2%
BFA
324
Beacon Financial Advisory
Ohio
$1.7M +$182K +1,410 +13%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$1.69M