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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
526
Roberts, Glore & Co
Illinois
$2.64M -$10.1K -45 -0.4%
OFS
527
OneAscent Financial Services
Alabama
$2.64M +$939K +4,200 +53%
PIMG
528
Patriot Investment Management Group
Tennessee
$2.63M +$224 +1 +0%
TD Private Client Wealth
529
TD Private Client Wealth
New York
$2.63M -$107K -478 -4%
Plancorp LLC
530
Plancorp LLC
Missouri
$2.63M +$29.3K +131 +1%
TA
531
TFB Advisors
Kansas
$2.61M -$2.38M -10,655 -47%
MF
532
Midwestern Financial
Iowa
$2.6M -$869K -3,889 -25%
CAWM
533
Capital Advisors Wealth Management
Washington
$2.59M -$44.9K -201 -2%
TCOT
534
Trust Company of Toledo
Ohio
$2.57M +$1.63M +7,272 +159%
AWM
535
Arista Wealth Management
Nevada
$2.57M -$140K -625 -5%
UBS AM
536
UBS AM
Illinois
$2.57M +$2.32M +10,359 +711%
TCM
537
Telos Capital Management
California
$2.55M +$89.6K +401 +4%
GB
538
Goepper Burkhardt
South Carolina
$2.52M -$1.28M -5,720 -33%
VCP
539
Verus Capital Partners
Arizona
$2.5M +$1.65M +7,365 +177%
NorthRock Partners
540
NorthRock Partners
Minnesota
$2.48M +$594K +2,657 +30%
NSIM
541
North Star Investment Management
Illinois
$2.48M -$23.9K -107 -0.9%
NRI
542
NFP Retirement Inc
California
$2.46M -$72.2K -323 -3%
BAMG
543
Brand Asset Management Group
Missouri
$2.46M +$1.04M +4,633 +69%
FFL
544
Financial Freedom LLC
Ohio
$2.45M -$327K -1,463 -11%
SVWG
545
Shared Vision Wealth Group
United States
$2.44M +$610K +2,727 +32%
SI
546
Seeds Investor
New York
$2.41M -$78.7K -352 -3%
MFG
547
Midwest Financial Group
Kansas
$2.4M -$4.7K -21 -0.2%
MS
548
Monetary Solutions
Ohio
$2.4M +$97.2K +435 +4%
IP
549
Intellectus Partners
California
$2.38M +$909K +4,066 +59%
SJL
550
Shayne & Jacobs LLC
Tennessee
$2.38M – – –