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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
Faithward Advisors
Pennsylvania
$2.15M -$78.7K -500 -4%
BBW
452
Blue Barn Wealth
Utah
$2.14M -$22.7K -144 -1%
SFP
453
Sterling Financial Planning
New Jersey
$2.14M -$28K -178 -1%
NSIM
454
North Star Investment Management
Illinois
$2.14M -$117K -746 -5%
RGC
455
Roberts, Glore & Co
Illinois
$2.13M +$41.2K +262 +2%
SC
456
SouthState Corp
Florida
$2.1M -$23K -146 -1%
R
457
Rebalance
California
$2.1M +$49.3K +313 +3%
MECA
458
Miller Equity Capital Advisors
Texas
$2.1M +$8.97K +57 +0.5%
CCM
459
Coldstream Capital Management
Washington
$2.09M -$8.34K -53 -0.4%
GWM
460
Geneos Wealth Management
Colorado
$2.08M -$62.8K -399 -3%
IWC
461
Integrated Wealth Concepts
Massachusetts
$2.08M +$482K +3,061 +32%
STA
462
Summit Trail Advisors
New York
$2.08M +$262K +1,663 +15%
NRI
463
NFP Retirement Inc
California
$2.08M -$902K -5,730 -31%
HI
464
Harbour Investments
Wisconsin
$2.07M +$86.1K +547 +5%
Citadel Advisors
465
Citadel Advisors
Florida
$2.06M -$5.62M -35,680 -74%
FUBT
466
First United Bank & Trust
Maryland
$2.04M -$29.6K -188 -2%
ANTB
467
AMG National Trust Bank
Colorado
$2.04M -$29.1K -185 -1%
CCM
468
Condor Capital Management
New Jersey
$2.03M +$11.2K +71 +0.6%
PIMG
469
Patriot Investment Management Group
Tennessee
$2.03M -$278K -1,767 -13%
AFAS
470
Acorn Financial Advisory Services
Virginia
$2.02M +$70.5K +448 +4%
GAM
471
Gotham Asset Management
New York
$2M +$1.91M +12,114 New
PA
472
Prossimo Advisors
California
$1.99M +$1.89M +12,022 New
LSA
473
Lion Street Advisors
Texas
$1.98M +$696K +4,424 +65%
D
474
Dentgroup
Louisiana
$1.98M -$46.3K -294 -2%
WSTAM
475
Wilbanks Smith & Thomas Asset Management
Virginia
$1.97M -$182K -1,158 -9%