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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Beaumont Asset Management
Texas
$1.92M +$1.89M +10,894 New
SJL
452
Shayne & Jacobs LLC
Tennessee
$1.91M – – –
GBT
453
Grove Bank & Trust
Florida
$1.9M +$374K +2,150 +25%
Independent Financial Group
454
Independent Financial Group
California
$1.89M +$524K +3,015 +39%
PBF
455
Petix & Botte Financial
California
$1.88M +$1.58M +9,106 +576%
BCM
456
BTC Capital Management
Iowa
$1.87M -$55.3K -318 -3%
GCA
457
Gradient Capital Advisors
California
$1.86M -$65.4K -376 -3%
BWP
458
BSW Wealth Partners
Colorado
$1.86M +$176K +1,015 +11%
REMPR
459
Roof Eidam Maycock Peralta (REMP)
California
$1.85M +$234K +1,345 +15%
VCM
460
Virtue Capital Management
Tennessee
$1.84M -$73.9K -425 -4%
1WA
461
180 Wealth Advisors
Washington
$1.84M +$50.6K +291 +3%
WBC
462
West Branch Capital
Massachusetts
$1.83M -$77.9K -448 -4%
BFA
463
Beacon Financial Advisory
Ohio
$1.82M +$50.8K +292 +3%
HR
464
Hardy Reed
Mississippi
$1.81M -$86.8K -499 -5%
NOI
465
Newton One Investments
Delaware
$1.81M -$29.6K -170 -2%
BEAM
466
Baker Ellis Asset Management
Washington
$1.8M +$4.35K +25 +0.2%
Wedmont Private Capital
467
Wedmont Private Capital
Pennsylvania
$1.8M +$174K +998 +11%
SOS
468
Silver Oak Securities
Tennessee
$1.79M +$1.81M +10,417 New
AOWM
469
Alpha Omega Wealth Management
Virginia
$1.79M +$235K +1,351 +15%
WFAG
470
Wescott Financial Advisory Group
Pennsylvania
$1.78M +$1.76M +10,148 New
Facet Wealth Inc
471
Facet Wealth Inc
Maryland
$1.78M -$21.9K -126 -1%
Mariner Independent Advisor Network
472
Mariner Independent Advisor Network
Kansas
$1.78M +$1.76M +10,104 New
FAN
473
Financial Advisors Network
California
$1.77M +$92.5K +532 +6%
SouthState Corp
474
SouthState Corp
Florida
$1.76M +$103K +590 +6%
TFA
475
Tobias Financial Advisors
Florida
$1.76M +$1.74M +10,009 New