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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
301
Brandywine Oak Private Wealth
Pennsylvania
$6.66M +$239K +1,068 +4%
OPTFSNA
302
Old Point Trust & Financial Services N A
Virginia
$6.62M +$534K +2,387 +8%
SWA
303
Strategic Wealth Advisors
Arizona
$6.62M -$19.4K -87 -0.3%
RFC
304
Regions Financial Corp
Alabama
$6.6M +$298K +1,331 +5%
MFG
305
Mainsail Financial Group
Washington
$6.57M +$296K +1,322 +5%
AM
306
AGF Management
Ontario, Canada
$6.53M -$29.1K -130 -0.4%
MAM
307
Mainsail Asset Management
Alabama
$6.51M +$58.8K +263 +0.9%
Boston Partners
308
Boston Partners
Massachusetts
$6.49M -$44.3K -198 -6%
PWG
309
Portside Wealth Group
Utah
$6.47M +$6.66M +29,804 New
First Manhattan
310
First Manhattan
New York
$6.47M -$69.3K -310 -1%
SEIA
311
Signature Estate & Investment Advisors
California
$6.47M +$142K +635 +2%
Prudential Financial
312
Prudential Financial
New Jersey
$6.45M -$736K -3,293 -10%
CI
313
CX Institutional
Indiana
$6.43M -$4.53M -20,263 -41%
MWA
314
Monograph Wealth Advisors
California
$6.35M +$275K +1,229 +4%
CP
315
Creekside Partners
California
$6.35M +$158K +707 +2%
AFP
316
Ausdal Financial Partners
Iowa
$6.34M +$41.4K +185 +0.6%
CM
317
Columbus Macro
Pennsylvania
$6.3M +$40K +179 +0.6%
QWM
318
Quadcap Wealth Management
Texas
$6.21M -$135K -604 -2%
HIP
319
HUB Investment Partners
Texas
$6.16M +$5.47M +24,448 +624%
NL
320
NWAM LLC
Washington
$6.13M +$53.4K +239 +0.9%
AOWM
321
Alpha Omega Wealth Management
Virginia
$6.09M +$195K +872 +3%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$6.07M -$134K -598 -2%
IC
323
IEQ Capital
California
$6.05M -$1.03M -4,604 -14%
KCPG
324
Kavar Capital Partners Group
Kansas
$6.04M -$148K -660 -2%
EF
325
Elite Financial
Idaho
$6M +$54.5K +244 +0.9%