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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
501
McKinley Carter Wealth Services
West Virginia
$3.18M -$6.28K -27 -0.2%
PFA
502
Pillar Financial Advisors
Kentucky
$3.17M -$22.8K -98 -0.7%
FM
503
Foster & Motley
Ohio
$3.15M -$64.9K -279 -2%
Citigroup
504
Citigroup
New York
$3.14M +$122K +526 +4%
MMA
505
Miracle Mile Advisors
California
$3.14M +$34.2K +147 +1%
CMP
506
Christine Messmer PC
Pennsylvania
$3.13M -$85.6K -368 -3%
PCM
507
Parsons Capital Management
Rhode Island
$3.1M +$120K +516 +4%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$3.09M -$1.24M -5,318 -29%
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.09M -$46.1K -198 -2%
KAS
510
KPP Advisory Services
Kentucky
$3.09M -$411K -1,768 -12%
NWM
511
Northwest Wealth Management
Iowa
$3.08M -$34K -146 -1%
EWS
512
Evergreen Wealth Solutions
Pennsylvania
$3.08M -$1.23M -5,302 -30%
NAAA
513
New Age Alpha Advisors
New York
$3.08M -$1.15M -4,959 -28%
SC
514
SouthState Corp
Florida
$3.07M -$10.2K -44 -0.3%
SVWG
515
Shared Vision Wealth Group
United States
$3.05M +$305K +1,310 +12%
ORC
516
O'Rourke & Company
Massachusetts
$3.04M +$4.65K +20 +0.2%
EF
517
Envision Financial
Wisconsin
$2.97M -$278K -1,196 -9%
PS
518
Principal Securities
Iowa
$2.96M -$40.7K -175 -1%
SMCM
519
Sky-Mountain Capital Management
Idaho
$2.96M +$998K +4,292 +54%
OFS
520
OneAscent Financial Services
Alabama
$2.96M +$6.98K +30 +0.2%
HIA
521
Harbor Investment Advisory
Maryland
$2.95M +$452K +1,944 +19%
ABWM
522
Alpine Bank Wealth Management
Colorado
$2.95M – – –
PIMG
523
Patriot Investment Management Group
Tennessee
$2.95M – – –
Financial Engines Advisors
524
Financial Engines Advisors
California
$2.92M -$204K -875 -7%
MCA
525
Maryland Capital Advisors
Maryland
$2.92M +$2.79M +11,998 New