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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
351
Column Capital Advisors
Indiana
$2.35M +$1.91K +11 +0.1%
ANTB
352
AMG National Trust Bank
Colorado
$2.32M +$114K +658 +5%
LWM
353
Lionsbridge Wealth Management
Florida
$2.31M +$2.08K +12 +0.1%
TI
354
Truepoint Inc
Ohio
$2.29M -$156K -899 -6%
BDWCC
355
B&D White Capital Company
Texas
$2.29M +$6.58K +38 +0.3%
PIMG
356
Patriot Investment Management Group
Tennessee
$2.28M +$45.2K +261 +2%
HWA
357
Heartwood Wealth Advisors
Virginia
$2.25M +$228K +1,314 +11%
CA
358
Continuum Advisory
Idaho
$2.25M +$20.1K +116 +0.9%
BBW
359
Blue Barn Wealth
Utah
$2.23M +$2.22M +12,838 New
Citadel Advisors
360
Citadel Advisors
Florida
$2.22M +$2.22M +12,782 New
RC
361
Roundview Capital
New Jersey
$2.2M -$34.3K -198 -2%
RPSA
362
Richard P. Slaughter Associates
Texas
$2.18M +$579K +3,340 +36%
EFS
363
Essex Financial Services
Connecticut
$2.18M
SFP
364
Sterling Financial Planning
New Jersey
$2.17M +$13.5K +78 +0.6%
JWCA
365
J.W. Cole Advisors
Florida
$2.16M +$375K +2,164 +21%
KA
366
Kovack Advisors
Florida
$2.15M +$190K +1,094 +10%
GCA
367
Gradient Capital Advisors
California
$2.14M -$245K -1,411 -10%
AIC
368
Ameritas Investment Company
Nebraska
$2.13M -$3.05M -17,580 -72%
FA
369
Fermata Advisors
California
$2.13M -$61.5K -355 -3%
PCA
370
Personal Capital Advisors
California
$2.12M -$709K -4,091 -25%
APSP
371
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.1M -$7.8K -45 -0.4%
RPGK
372
Retirement Planning Group (Kansas)
Kansas
$2.09M +$2.08M +12,030 New
OIA
373
OneDigital Investment Advisors
Kansas
$2.09M +$185K +1,065 +10%
MECA
374
Miller Equity Capital Advisors
Texas
$2.05M
CAG
375
Csenge Advisory Group
Florida
$2.04M +$968K +5,588 +92%