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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
476
NorthLanding Financial Partners
New York
$3.47M +$61.9K +266 +2%
AIM
477
Acropolis Investment Management
Missouri
$3.47M +$147K +630 +5%
Bessemer Group
478
Bessemer Group
New Jersey
$3.47M +$956K +4,110 +40%
NWP
479
NerdWallet Wealth Partners
New York
$3.46M -$28.4K -122 -0.8%
HNB
480
Huntington National Bank
Ohio
$3.46M -$4.88K -21 -1%
FUBT
481
First United Bank & Trust
Maryland
$3.42M +$308K +1,323 +10%
OFG
482
Opulen Financial Group
Virginia
$3.42M +$61.9K +266 +2%
EF
483
Evanson Financial
Virginia
$3.41M +$3.27M +14,052 New
LIM
484
Leavell Investment Management
Alabama
$3.34M +$335K +1,438 +12%
BWP
485
Baldwin Wealth Partners
Massachusetts
$3.33M -$33.3K -143 -1%
SWA
486
Sax Wealth Advisors
New Jersey
$3.33M +$3.13M +13,457 +725%
LW
487
Linscomb Wealth
Texas
$3.32M -$113K -487 -3%
VF
488
Vawter Financial
Ohio
$3.31M +$2.79K +12 +0.1%
5NPW
489
55 North Private Wealth
Florida
$3.3M +$3.02K +13 +0.1%
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
$3.3M -$362K -1,556 -10%
CFD
491
Creative Financial Designs
Indiana
$3.29M -$332K -1,426 -10%
CA
492
CSM Advisors
Pennsylvania
$3.28M -$2.35M -10,116 -43%
ANTB
493
AMG National Trust Bank
Colorado
$3.28M -$2.33K -10 -0.1%
OFP
494
OLIO Financial Planning
Virginia
$3.27M -$41.2K -177 -1%
TCOTS
495
Trust Company of the South
North Carolina
$3.27M +$240K +1,031 +8%
SWM
496
Spire Wealth Management
Virginia
$3.26M -$122K -523 -4%
IWA
497
IVC Wealth Advisors
Pennsylvania
$3.26M -$19.1K -82 -0.6%
BAM
498
Belpointe Asset Management
Nevada
$3.23M -$94.9K -408 -3%
GCM
499
Gibraltar Capital Management
Oklahoma
$3.2M +$15.1K +65 +0.5%
CPWL
500
Coquina Private Wealth LLC
Florida
$3.19M +$225K +966 +8%