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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DB
551
Dravo Bay
Delaware
$1.37M +$62K +371 +5%
MA
552
MONECO Advisors
Connecticut
$1.37M +$6.35K +38 +0.4%
GPA
553
Guidance Point Advisors
Massachusetts
$1.37M +$7.86K +47 +0.6%
EHAM
554
Eagle Harbor Asset Management
Washington
$1.36M +$24.4K +146 +2%
PWM
555
PBMares Wealth Management
Virginia
$1.35M -$26.8K -160 -2%
HR
556
Hardy Reed
Mississippi
$1.35M – – –
CWAG
557
Compton Wealth Advisory Group
Virginia
$1.35M -$29.3K -175 -2%
VAM
558
Verity Asset Management
North Carolina
$1.34M -$253K -1,514 -15%
BEAM
559
Baker Ellis Asset Management
Washington
$1.34M -$33.4K -200 -2%
ORC
560
O'Rourke & Company
Massachusetts
$1.33M -$13.7K -82 -1%
PBF
561
Petix & Botte Financial
California
$1.33M -$183K -1,092 -12%
Renaissance Technologies
562
Renaissance Technologies
New York
$1.32M +$1.39M +8,300 New
CIBC Private Wealth Group
563
CIBC Private Wealth Group
Georgia
$1.32M +$334K +1,998 +32%
Brinker Capital Investments
564
Brinker Capital Investments
Pennsylvania
$1.31M -$31.8K -190 -2%
Orion Portfolio Solutions
565
Orion Portfolio Solutions
Nebraska
$1.31M -$31.8K -190 -2%
Schonfeld Strategic Advisors
566
Schonfeld Strategic Advisors
New York
$1.31M +$1.37M +8,191 New
LFP
567
Leeward Financial Partners
Washington
$1.3M -$6.19K -37 -0.5%
Wedbush Securities
568
Wedbush Securities
California
$1.27M +$612K +3,660 +84%
CFGS
569
Concourse Financial Group Securities
Alabama
$1.27M -$58K -347 -4%
WFS
570
Weitzel Financial Services
Iowa
$1.27M +$272K +1,625 +25%
Empower Advisory Group
571
Empower Advisory Group
Colorado
$1.26M +$19.7K +118 +2%
NDSI
572
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$11.2K -67 -0.8%
LC
573
Lindbrook Capital
California
$1.26M -$97.5K -583 -7%
TFF
574
The Family Firm
Maryland
$1.25M -$14.2K -85 -1%
PCP
575
Proficio Capital Partners
Massachusetts
$1.25M +$4.01K +24 +0.3%