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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
326
Signature Estate & Investment Advisors
California
$4.72M +$1.12M +6,074 +33%
CA
327
CGN Advisors
Kansas
$4.72M +$111K +598 +3%
GJIA
328
Glass Jacobson Investment Advisors
Maryland
$4.7M +$86.6K +468 +2%
RIM
329
Rockbridge Investment Management
New York
$4.69M -$32.8K -177 -0.7%
PRP
330
Peak Retirement Planning
Ohio
$4.69M +$195K +1,056 +5%
EIM
331
Ervin Investment Management
Washington
$4.65M -$97.7K -528 -2%
EGA
332
E&G Advisors
Texas
$4.63M +$72.4K +391 +2%
BRG
333
Bay Rivers Group
Virginia
$4.63M +$60.2K +325 +1%
VFA
334
Valeo Financial Advisors
Indiana
$4.63M +$420K +2,268 +8%
SPC
335
Sigma Planning Corp
Michigan
$4.62M +$114K +616 +3%
ABC
336
Associated Banc-Corp
Wisconsin
$4.59M +$669K +3,614 +18%
IC
337
IEQ Capital
California
$4.57M +$171K +926 +4%
ERFOTCOFW
338
Employees Retirement Fund of the City of Fort Worth
Texas
$4.56M +$4.33M +23,400 New
PWM
339
Perigon Wealth Management
California
$4.56M -$110K -593 -2%
CSP
340
Cary Street Partners
Virginia
$4.54M +$2.08M +11,212 +93%
BSB
341
Bangor Savings Bank
Maine
$4.53M +$3.52K +19 +0.1%
SFO
342
Stokes Family Office
Louisiana
$4.53M +$448K +2,421 +12%
CB
343
Commerce Bank
Missouri
$4.52M +$10.6K +57 +0.2%
RA
344
RFG Advisory
Alabama
$4.47M -$84.6K -457 -2%
RLWM
345
RF&L Wealth Management
Massachusetts
$4.45M +$354K +1,912 +9%
TC
346
Tenret Company
Florida
$4.43M -$575K -3,105 -12%
IWM
347
IHT Wealth Management
Illinois
$4.39M +$10.6K +57 +0.3%
GB
348
Goepper Burkhardt
South Carolina
$4.38M -$431K -2,326 -9%
BAM
349
Belpointe Asset Management
Nevada
$4.32M +$1.77M +9,558 +76%
BJL
350
Brighton Jones LLC
Washington
$4.29M -$117K -630 -3%