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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
501
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.74M +$25.1K +120 +0.9%
Principal Securities
502
Principal Securities
Iowa
$2.74M +$114K +543 +4%
MCA
503
Maryland Capital Advisors
Maryland
$2.73M -$71.4K -341 -3%
ORC
504
O'Rourke & Company
Massachusetts
$2.71M -$24.7K -118 -0.9%
FFL
505
Financial Freedom LLC
Ohio
$2.7M -$178K -852 -6%
ABWM
506
Alpine Bank Wealth Management
Colorado
$2.69M – – –
BHWM
507
Beaird Harris Wealth Management
Texas
$2.67M +$5.86K +28 +0.2%
TD Private Client Wealth
508
TD Private Client Wealth
New York
$2.67M +$491K +2,345 +23%
LIA
509
LS Investment Advisors
Michigan
$2.64M -$46.3K -221 -2%
AWM
510
Arista Wealth Management
Nevada
$2.64M -$244K -1,165 -9%
TCOTS
511
Trust Company of the South
North Carolina
$2.63M -$320K -1,526 -11%
R
512
Rebalance
California
$2.6M +$1.47K +7 +0.1%
RGC
513
Roberts, Glore & Co
Illinois
$2.58M -$540K -2,580 -17%
IWA
514
IVC Wealth Advisors
Pennsylvania
$2.58M +$149K +710 +6%
CAWM
515
Capital Advisors Wealth Management
Washington
$2.57M -$13K -62 -0.5%
PIMG
516
Patriot Investment Management Group
Tennessee
$2.57M +$419 +2 +0%
MGO One Seven
517
MGO One Seven
Ohio
$2.55M -$41.2K -197 -2%
LIM
518
Leavell Investment Management
Alabama
$2.52M -$93K -444 -4%
IFP Advisors
519
IFP Advisors
Florida
$2.52M +$284K +1,356 +13%
SouthState Corp
520
SouthState Corp
Florida
$2.47M -$75.8K -362 -3%
Huntington National Bank
521
Huntington National Bank
Ohio
$2.47M – – –
NRI
522
NFP Retirement Inc
California
$2.47M +$218K +1,041 +10%
TFS
523
Thoroughbred Financial Services
Tennessee
$2.46M +$476K +2,271 +24%
Plancorp LLC
524
Plancorp LLC
Missouri
$2.45M -$49.4K -236 -2%
NSIM
525
North Star Investment Management
Illinois
$2.44M -$85.2K -407 -3%