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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
351
Balasa Dinverno & Foltz
$235K +$4.82K +42 +2%
MCM
352
MAI Capital Management
Ohio
$234K +$6.77K +59 +3%
Wolverine Trading
353
Wolverine Trading
Illinois
$234K +$222K +1,937 New
RFC
354
Regions Financial Corp
Alabama
$233K
DE
355
Day & Ennis
Georgia
$231K +$219K +1,911 New
AT
356
Arden Trust
Delaware
$228K -$33.5K -292 -13%
AAM
357
Aureus Asset Management
Massachusetts
$224K +$212K +1,850 New
S
358
SignatureFD
Georgia
$220K +$28.3K +247 +16%
PFA
359
Paradigm Financial Advisors
Missouri
$217K +$206K +1,796 New
JFGLC
360
Johnson Financial Group LLC (Colorado)
Colorado
$217K +$206K +1,797 New
DAS
361
Dynamic Advisor Solutions
Arizona
$208K +$198K +1,723 New
HWP
362
Hefty Wealth Partners
Indiana
$206K -$7.57K -66 -4%
SYBT
363
Stock Yards Bank & Trust
Kentucky
$206K +$195K +1,700 New
WB
364
WesBanco Bank
West Virginia
$204K +$193K +1,687 New
EA
365
Elm Advisors
California
$203K +$193K +1,680 New
RWA
366
RGT Wealth Advisors
Texas
$203K +$193K +1,684 New
TI
367
Truepoint Inc
Ohio
$202K -$46.6K -406 -20%
VCM
368
Versant Capital Management
Arizona
$197K -$78.9K -688 -30%
WTC
369
WhitTier Trust Company
Nevada
$193K +$57.3K +500 +46%
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$192K -$25K -218 -12%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$188K -$7.57K -66 -4%
OC
372
Oakworth Capital
Alabama
$179K
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$164K +1,429 New
PG
374
Patten Group
Tennessee
$167K +$134K +1,166 +604%
VC
375
Vestor Capital
Illinois
$164K -$9.18K -80 -6%