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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$5.43M -$203K -908 -4%
RIA
352
Regal Investment Advisors
Michigan
$5.43M +$74.9K +335 +1%
OO
353
Obsido Oy
$5.41M +$110K +491 +2%
IWC
354
Integrated Wealth Concepts
Massachusetts
$5.39M +$1.71M +7,629 +44%
AWM
355
Apollon Wealth Management
South Carolina
$5.33M +$14.8K +66 +0.3%
ZC
356
Zeit Capital
Colorado
$5.33M +$76.7K +343 +1%
LG
357
LAM Group
Oregon
$5.33M
AWE
358
Avidian Wealth Enterprises
Texas
$5.32M +$309K +1,384 +6%
TC
359
Tenret Company
Florida
$5.27M +$223K +996 +4%
BRG
360
Bay Rivers Group
Virginia
$5.27M -$19.7K -88 -0.4%
SF
361
Seek First
California
$5.23M +$529K +2,367 +11%
LFS
362
Lutz Financial Services
Nebraska
$5.22M -$106K -474 -2%
IFWM
363
Institute for Wealth Management
Colorado
$5.16M +$100K +448 +2%
Vanguard National Trust
364
Vanguard National Trust
Pennsylvania
$5.14M +$5.29M +23,659 New
PNC
365
Park National Corp
Ohio
$5.13M +$5.28M +23,625 New
CA
366
CSM Advisors
Pennsylvania
$5.13M +$239K +1,069 +5%
CANC
367
Culbertson A N & Co
Virginia
$5.09M +$273K +1,223 +6%
SA
368
Strategic Advisors
New York
$5M +$629K +2,815 +14%
ERFOTCOFW
369
Employees Retirement Fund of the City of Fort Worth
Texas
$4.98M
PWM
370
Perigon Wealth Management
California
$4.95M -$6.71K -30 -0.1%
TI
371
Truepoint Inc
Ohio
$4.95M -$45.4K -203 -0.9%
SFO
372
Stokes Family Office
Louisiana
$4.93M +$11.6K +52 +0.2%
REMPR
373
Roof Eidam Maycock Peralta (REMP)
California
$4.92M +$276K +1,233 +6%
TF
374
Theory Financial
Colorado
$4.87M +$1.14M +5,101 +29%
VFA
375
Valeo Financial Advisors
Indiana
$4.87M +$30.4K +136 +0.5%