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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LG
351
LAM Group
Oregon
$5.19M
LFS
352
Lutz Financial Services
Nebraska
$5.19M +$2.3K +11 +0%
AWM
353
Apollon Wealth Management
South Carolina
$5.18M -$131K -626 -2%
OO
354
Obsido Oy
$5.17M +$220K +1,053 +5%
EIM
355
Ervin Investment Management
Washington
$5.16M +$75.8K +362 +2%
BRG
356
Bay Rivers Group
Virginia
$5.15M +$189K +901 +4%
EGA
357
E&G Advisors
Texas
$5.13M +$37.7K +180 +0.7%
ZC
358
Zeit Capital
Colorado
$5.12M -$7.33K -35 -0.1%
SSW
359
Stone Summit Wealth
Florida
$4.94M -$90K -430 -2%
IFWM
360
Institute for Wealth Management
Colorado
$4.93M +$527K +2,519 +12%
TC
361
Tenret Company
Florida
$4.92M +$89.4K +427 +2%
Lido Advisors
362
Lido Advisors
California
$4.89M +$4.61K +22 +0.1%
AWE
363
Avidian Wealth Enterprises
Texas
$4.89M +$119K +567 +3%
BSB
364
Bangor Savings Bank
Maine
$4.88M -$89K -425 -2%
TI
365
Truepoint Inc
Ohio
$4.87M -$39.8K -190 -0.8%
ERFOTCOFW
366
Employees Retirement Fund of the City of Fort Worth
Texas
$4.85M
RLWM
367
RF&L Wealth Management
Massachusetts
$4.83M +$30.6K +146 +0.6%
PWM
368
Perigon Wealth Management
California
$4.83M -$35.8K -171 -0.7%
TA
369
TFB Advisors
Kansas
$4.8M -$2.72K -13 -0.1%
SFO
370
Stokes Family Office
Louisiana
$4.79M -$64.1K -306 -1%
CA
371
CSM Advisors
Pennsylvania
$4.77M +$636K +3,038 +16%
VFA
372
Valeo Financial Advisors
Indiana
$4.72M -$281K -1,342 -4%
CANC
373
Culbertson A N & Co
Virginia
$4.71M +$269K +1,285 +6%
FHC
374
First Horizon Corporation
Tennessee
$4.7M +$209 +1 +0%
CA
375
CGN Advisors
Kansas
$4.61M +$143K +685 +3%