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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Facet Wealth Inc
451
Facet Wealth Inc
Maryland
$1.83M +$22.8K +128 +1%
CBFP
452
Cedar Brook Financial Partners
Ohio
$1.83M +$124K +698 +7%
BEAM
453
Baker Ellis Asset Management
Washington
$1.83M -$12.8K -72 -0.7%
LWP
454
Legacy Wealth Planning
Nevada
$1.83M +$125K +703 +7%
Bessemer Group
455
Bessemer Group
New Jersey
$1.81M +$74.3K +418 +4%
CFD
456
Creative Financial Designs
Indiana
$1.81M -$16.5K -93 -0.9%
BFA
457
Beacon Financial Advisory
Ohio
$1.8M -$17.3K -97 -1%
WesBanco Bank
458
WesBanco Bank
West Virginia
$1.79M +$317K +1,780 +22%
PA
459
Probity Advisors
Texas
$1.73M -$10.7K -60 -0.6%
AIA
460
Acute Investment Advisory
Arizona
$1.73M +$1.71M +9,643 New
BWP
461
BSW Wealth Partners
Colorado
$1.71M -$24.5K -138 -1%
1WA
462
180 Wealth Advisors
Washington
$1.7M +$141K +793 +9%
FAN
463
Financial Advisors Network
California
$1.7M +$130K +730 +8%
SWM
464
Soundmark Wealth Management
Washington
$1.7M -$73.4K -413 -4%
CS
465
Capital Square
Tennessee
$1.69M +$5.33K +30 +0.3%
SouthState Corp
466
SouthState Corp
Florida
$1.69M +$40.2K +226 +2%
Millennium Management
467
Millennium Management
New York
$1.68M +$1.43M +8,025 +589%
Wedmont Private Capital
468
Wedmont Private Capital
Pennsylvania
$1.67M +$1.64M +9,218 New
HCP
469
Hexagon Capital Partners
Arkansas
$1.65M +$50.9K +286 +3%
REMPR
470
Roof Eidam Maycock Peralta (REMP)
California
$1.65M – – –
55I LLC
471
55I LLC
Massachusetts
$1.63M +$160K +900 +11%
PPW
472
Parcion Private Wealth
Washington
$1.61M -$25.4M -142,848 -94%
Spire Wealth Management
473
Spire Wealth Management
Virginia
$1.61M +$143K +804 +10%
FANJ
474
Financial Architects (New Jersey)
New Jersey
$1.61M -$51.6K -290 -3%
LC
475
Lindbrook Capital
California
$1.6M +$1.59M +8,965 New