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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
351
Associated Banc-Corp
Wisconsin
$607K +$27.1K +214 +4%
BUB
352
BBVA USA Bancshares
Texas
$606K +$117K +926 +21%
BOPW
353
Brandywine Oak Private Wealth
Pennsylvania
$603K +$711K +5,618 New
CF
354
Corrigan Financial
Rhode Island
$595K -$24.4K -193 -4%
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$593K +$3.8K +30 +0.6%
RIA
356
Regal Investment Advisors
Michigan
$593K +$30.7K +243 +5%
IWC
357
Integrated Wealth Concepts
Massachusetts
$588K +$63.4K +501 +11%
BF
358
BOK Financial
Oklahoma
$587K +$87.9K +695 +16%
MCM
359
MAI Capital Management
Ohio
$576K +$318K +2,511 +99%
BCA
360
Bay Colony Advisors
Massachusetts
$565K -$573K -4,530 -48%
GIA
361
Gladstone Institutional Advisory
Florida
$562K +$624K +4,931 New
ACP
362
Aveo Capital Partners
Colorado
$561K +$45.8K +362 +8%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$559K -$366K -2,895 -37%
TWA
364
TCI Wealth Advisors
Arizona
$557K -$20K -158 -3%
Bessemer Group
365
Bessemer Group
New Jersey
$554K -$5.19K -41 -0.8%
SCM
366
Southport Capital Management
Tennessee
$550K -$452K -3,571 -43%
SIA
367
Starfire Investment Advisers
Michigan
$550K -$95.8K -757 -14%
VDFA
368
Vickerman & Driscoll Financial Advisors
Washington
$545K +$2.78K +22 +0.5%
MWA
369
Martel Wealth Advisors
Washington
$542K -$138K -1,091 -19%
ECG
370
Edge Capital Group
Georgia
$539K +$598K +4,727 New
AB
371
AT Bancorp
Iowa
$531K +$346K +2,738 +143%
FWM
372
Foresight Wealth Management
Utah
$530K +$588K +4,651 New
Citadel Advisors
373
Citadel Advisors
Florida
$526K +$583K +4,609 New
FT
374
Fiduciary Trust
Massachusetts
$524K -$45K -356 -7%
NSIM
375
North Star Investment Management
Illinois
$520K +$129K +1,017 +29%