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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Barry Investment Advisors
Massachusetts
$4.57M +$6.91K +35 +0.1%
Truepoint Inc
327
Truepoint Inc
Ohio
$4.57M -$112K -569 -2%
AOWM
328
Alpha Omega Wealth Management
Virginia
$4.54M +$373K +1,887 +8%
EIM
329
Ervin Investment Management
Washington
$4.54M -$33K -167 -0.7%
LFS
330
Lutz Financial Services
Nebraska
$4.51M -$74.5K -377 -2%
RIM
331
Rockbridge Investment Management
New York
$4.51M -$230K -1,162 -5%
ZC
332
Zeit Capital
Colorado
$4.49M +$288K +1,457 +6%
LSA
333
Lansing Street Advisors
Pennsylvania
$4.48M +$58.7K +297 +1%
Perigon Wealth Management
334
Perigon Wealth Management
California
$4.47M +$3.16K +16 +0.1%
CA
335
CGN Advisors
Kansas
$4.39M -$296K -1,500 -6%
PA
336
PFG Advisors
Arizona
$4.39M +$470K +2,380 +11%
BRG
337
Bay Rivers Group
Virginia
$4.36M -$119K -602 -3%
RFG Advisory
338
RFG Advisory
Alabama
$4.36M +$382K +1,932 +9%
EGA
339
E&G Advisors
Texas
$4.36M +$146K +737 +3%
BSB
340
Bangor Savings Bank
Maine
$4.33M -$397K -2,010 -8%
Commerce Bank
341
Commerce Bank
Missouri
$4.31M -$52.9K -268 -1%
Sigma Planning Corp
342
Sigma Planning Corp
Michigan
$4.3M -$64.8K -328 -1%
PRP
343
Peak Retirement Planning
Ohio
$4.28M +$1.13M +5,715 +33%
BIP Wealth
344
BIP Wealth
Georgia
$4.28M +$841K +4,255 +23%
CFGA
345
Cambridge Financial Group (Arizona)
Arizona
$4.26M -$298K -1,508 -6%
Brighton Jones LLC
346
Brighton Jones LLC
Washington
$4.22M -$120K -608 -3%
JIR
347
James Investment Research
Ohio
$4.21M -$37.7K -191 -0.8%
IEQ Capital
348
IEQ Capital
California
$4.19M +$458K +2,320 +11%
IHT Wealth Management
349
IHT Wealth Management
Illinois
$4.19M -$233K -1,179 -5%
BRWA
350
B. Riley Wealth Advisors
Florida
$4.1M -$350K -1,774 -7%