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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWP
476
NerdWallet Wealth Partners
New York
$3.46M -$28.4K -122 -0.8%
HNB
477
Huntington National Bank
Ohio
$3.46M -$4.88K -21 -1%
FUBT
478
First United Bank & Trust
Maryland
$3.42M +$308K +1,323 +10%
OFG
479
Opulen Financial Group
Virginia
$3.42M +$61.9K +266 +2%
EF
480
Evanson Financial
Virginia
$3.41M +$3.27M +14,052 New
LIM
481
Leavell Investment Management
Alabama
$3.34M +$335K +1,438 +12%
BWP
482
Baldwin Wealth Partners
Massachusetts
$3.33M -$33.3K -143 -1%
SWA
483
Sax Wealth Advisors
New Jersey
$3.33M +$3.13M +13,457 +725%
LW
484
Linscomb Wealth
Texas
$3.32M -$113K -487 -3%
VF
485
Vawter Financial
Ohio
$3.31M +$2.79K +12 +0.1%
5NPW
486
55 North Private Wealth
Florida
$3.3M +$3.02K +13 +0.1%
Koshinski Asset Management
487
Koshinski Asset Management
Illinois
$3.3M -$362K -1,556 -10%
CFD
488
Creative Financial Designs
Indiana
$3.29M -$332K -1,426 -10%
CA
489
CSM Advisors
Pennsylvania
$3.28M -$2.35M -10,116 -43%
ANTB
490
AMG National Trust Bank
Colorado
$3.28M -$2.33K -10 -0.1%
OFP
491
OLIO Financial Planning
Virginia
$3.27M -$41.2K -177 -1%
TCOTS
492
Trust Company of the South
North Carolina
$3.27M +$240K +1,031 +8%
SWM
493
Spire Wealth Management
Virginia
$3.26M -$122K -523 -4%
IWA
494
IVC Wealth Advisors
Pennsylvania
$3.26M -$19.1K -82 -0.6%
BAM
495
Belpointe Asset Management
Nevada
$3.23M -$94.9K -408 -3%
GCM
496
Gibraltar Capital Management
Oklahoma
$3.2M +$15.1K +65 +0.5%
CPWL
497
Coquina Private Wealth LLC
Florida
$3.19M +$225K +966 +8%
MCWS
498
McKinley Carter Wealth Services
West Virginia
$3.18M -$6.28K -27 -0.2%
PFA
499
Pillar Financial Advisors
Kentucky
$3.17M -$22.8K -98 -0.7%
FM
500
Foster & Motley
Ohio
$3.15M -$64.9K -279 -2%