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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wilbanks Smith & Thomas Asset Management
501
Wilbanks Smith & Thomas Asset Management
Virginia
$2.22M -$6.32K -35 -0.3%
Associated Banc-Corp
502
Associated Banc-Corp
Wisconsin
$2.22M +$90.9K +504 +5%
FUBT
503
First United Bank & Trust
Maryland
$2.21M +$2.71K +15 +0.1%
SMA
504
Sage Mountain Advisors
Georgia
$2.2M -$415K -2,300 -17%
CSPIA
505
Cary Street Partners Investment Advisory
Virginia
$2.18M +$140K +778 +7%
AFAS
506
Acorn Financial Advisory Services
Virginia
$2.15M -$238K -1,320 -11%
Geneos Wealth Management
507
Geneos Wealth Management
Colorado
$2.14M -$302K -1,675 -13%
AG
508
Ascent Group
Virginia
$2.13M -$72.9K -404 -4%
FFP
509
Forbes Financial Planning
Rhode Island
$2.1M +$677K +3,753 +52%
Coldstream Capital Management
510
Coldstream Capital Management
Washington
$2.1M -$394K -2,185 -17%
GBT
511
Grove Bank & Trust
Florida
$2.09M +$147K +813 +8%
SJL
512
Shayne & Jacobs LLC
Tennessee
$2.08M – – –
RIA
513
Regal Investment Advisors
Michigan
$2.07M +$34.5K +191 +2%
WIP
514
WealthCare Investment Partners
Rhode Island
$2.07M -$640K -3,546 -25%
Brinker Capital Investments
515
Brinker Capital Investments
Pennsylvania
$2.06M +$335K +1,858 +21%
Orion Portfolio Solutions
516
Orion Portfolio Solutions
Nebraska
$2.06M +$335K +1,858 +21%
RC
517
Roundview Capital
New Jersey
$2.05M -$180 -1 -0%
PA
518
Probity Advisors
Texas
$2.05M – – –
BHWM
519
Beaird Harris Wealth Management
Texas
$2.03M -$45.1K -250 -2%
MFG
520
Magnus Financial Group
New York
$2.03M -$5.59K -31 -0.3%
TCM
521
Telos Capital Management
California
$2.02M -$29.6K -164 -2%
ADL
522
Asset Dedication LLC
California
$2.02M +$50K +277 +3%
WesBanco Bank
523
WesBanco Bank
West Virginia
$2.01M +$694K +3,845 +58%
Harbour Investments
524
Harbour Investments
Wisconsin
$2.01M +$41.1K +228 +2%
MGW
525
MB Generational Wealth
Washington
$1.99M -$782K -4,331 -42%