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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Aspire Wealth Management
Massachusetts
$4.36M +$55.7K +354 +1%
LG
302
LAM Group
Oregon
$4.3M
WIC
303
Willis Investment Counsel
Georgia
$4.28M -$426K -2,703 -9%
SFG
304
SNS Financial Group
Minnesota
$4.27M -$121K -769 -3%
BOPW
305
Brandywine Oak Private Wealth
Pennsylvania
$4.23M +$171K +1,084 +4%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M -$80.6K -512 -2%
BSB
307
Bangor Savings Bank
Maine
$4.2M +$230K +1,458 +6%
WP
308
WealthShield Partners
North Carolina
$4.18M +$233K +1,478 +6%
WT
309
Whittier Trust
California
$4.13M -$394K -2,505 -9%
FWP
310
Falcon Wealth Planning
California
$4.13M -$119K -757 -3%
SG
311
Sharper & Granite
California
$4.11M +$212K +1,347 +6%
HA
312
HFG Advisors
Ohio
$4.11M -$88.8K -564 -2%
MCWS
313
McKinley Carter Wealth Services
West Virginia
$4.1M -$115K -732 -3%
TC
314
Tenret Company
Florida
$4.07M +$80.6K +512 +2%
BFS
315
Bard Financial Services
Connecticut
$4.07M -$158K -1,001 -4%
AFP
316
Ausdal Financial Partners
Iowa
$4.07M +$172K +1,092 +5%
PMFA
317
Plante Moran Financial Advisors
Michigan
$4.06M -$2.16M -13,720 -36%
BJL
318
Brighton Jones LLC
Washington
$4.05M +$72.9K +463 +2%
IWM
319
IHT Wealth Management
Illinois
$4.04M -$328K -2,081 -8%
MIS
320
Morningstar Investment Services
Illinois
$4.03M +$61.6K +391 +2%
Vanguard Group
321
Vanguard Group
Pennsylvania
$4.03M +$166K +1,057 +5%
UB
322
UMB Bank
Missouri
$4.03M -$132K -837 -3%
WCM
323
Windham Capital Management
Massachusetts
$4.02M
SFM
324
Signet Financial Management
New Jersey
$4.02M -$87.1K -553 -2%
RJT
325
Raymond James Trust
Florida
$4M +$586K +3,720 +18%