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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O'Shaughnessy Asset Management
501
O'Shaughnessy Asset Management
Connecticut
$2.57M -$64.7K -315 -2%
JWCA
502
J.W. Cole Advisors
Florida
$2.56M +$35.5K +173 +1%
SI
503
Seeds Investor
New York
$2.55M +$49.1K +239 +2%
OFG
504
Opulen Financial Group
Virginia
$2.55M +$2.64M +12,872 New
WA
505
WP Advisors
California
$2.55M +$14.2K +69 +0.5%
AG
506
Ascent Group
Virginia
$2.53M -$95.9K -467 -4%
LIM
507
Leavell Investment Management
Alabama
$2.52M +$44.5K +217 +2%
MECA
508
Miller Equity Capital Advisors
Texas
$2.51M -$6.77K -33 -0.3%
Plancorp LLC
509
Plancorp LLC
Missouri
$2.5M -$3.08K -15 -0.1%
WAM
510
Worth Asset Management
Texas
$2.5M +$2.59M +12,620 New
SouthState Corp
511
SouthState Corp
Florida
$2.48M -$20.3K -99 -0.8%
PWA
512
Principia Wealth Advisory
Texas
$2.47M +$2.55M +12,446 New
EAM
513
Evanson Asset Management
California
$2.47M +$207K +1,007 +9%
WCFA
514
Walkner Condon Financial Advisors
Wisconsin
$2.46M -$154K -750 -6%
Principal Securities
515
Principal Securities
Iowa
$2.46M +$6.36K +31 +0.3%
PA
516
Prossimo Advisors
California
$2.46M +$67.1K +327 +3%
MCA
517
Maryland Capital Advisors
Maryland
$2.45M -$616 -3 -0%
TPWA
518
TRUE Private Wealth Advisors
Oregon
$2.45M +$43.1K +210 +2%
AIM
519
Acropolis Investment Management
Missouri
$2.43M -$28.3K -138 -1%
GCA
520
Gradient Capital Advisors
California
$2.42M +$256K +1,248 +11%
R
521
Rebalance
California
$2.42M -$616 -3 -0%
TW
522
TritonPoint Wealth
Maryland
$2.41M +$3.49K +17 +0.1%
Miracle Mile Advisors
523
Miracle Mile Advisors
California
$2.41M -$335K -1,633 -12%
Quotient Wealth Partners
524
Quotient Wealth Partners
Texas
$2.39M +$66.1K +322 +3%
FUBT
525
First United Bank & Trust
Maryland
$2.39M +$50.3K +245 +2%