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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
451
KeyBank National Association
Ohio
$2.12M +$105K +659 +5%
SWP
452
Stratos Wealth Partners
Ohio
$2.11M +$388K +2,440 +22%
WCA
453
Waypoint Capital Advisors
Minnesota
$2.1M -$85K -534 -4%
LIG
454
Lokken Investment Group
Delaware
$2.1M -$10.5K -66 -0.5%
CANC
455
Culbertson A N & Co
Virginia
$2.1M -$12.7K -80 -0.6%
WSTAM
456
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M +$8.28K +52 +0.4%
WCFA
457
Walkner Condon Financial Advisors
Wisconsin
$2.09M +$681K +4,280 +48%
NSIM
458
North Star Investment Management
Illinois
$2.08M +$179K +1,124 +9%
MA
459
MAS Advisors
Florida
$2.08M +$1.75K +11 +0.1%
TWM
460
TriaGen Wealth Management
California
$2.07M +$55.4K +348 +3%
SFP
461
Sterling Financial Planning
New Jersey
$2.07M -$1.11K -7 -0.1%
CCWA
462
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.06M +$2.06M +12,960 New
JWCA
463
J.W. Cole Advisors
Florida
$2.05M +$228K +1,433 +12%
BBW
464
Blue Barn Wealth
Utah
$2.05M +$51.4K +323 +3%
IA
465
IFG Advisory
Georgia
$2.05M -$608K -3,819 -23%
SC
466
SouthState Corp
Florida
$2.02M -$13.2K -83 -0.6%
AIM
467
Acropolis Investment Management
Missouri
$2.02M +$367K +2,306 +22%
RGC
468
Roberts, Glore & Co
Illinois
$2.01M +$2.39K +15 +0.1%
CCM
469
Coldstream Capital Management
Washington
$2M +$2.01M +12,617 New
MECA
470
Miller Equity Capital Advisors
Texas
$2M +$29.5K +185 +1%
FFL
471
Financial Freedom LLC
Ohio
$1.99M +$2M +12,554 New
ANTB
472
AMG National Trust Bank
Colorado
$1.99M +$35.8K +225 +2%
ATC
473
Argent Trust Co
Tennessee
$1.98M -$67.7K -425 -3%
FFA
474
Farther Finance Advisors
California
$1.96M +$1.97M +12,363 New
MSWMA
475
Market Street Wealth Management Advisors
Indiana
$1.96M -$493K -3,097 -20%