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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSF
551
Mustard Seed Financial
Arkansas
$2.1M -$3.49K -17 -0.2%
ADL
552
Asset Dedication LLC
California
$2.09M -$287K -1,399 -12%
MA
553
MONECO Advisors
Connecticut
$2.08M +$59.1K +288 +3%
KeyBank National Association
554
KeyBank National Association
Ohio
$2.06M -$297K -1,447 -12%
NOI
555
Newton One Investments
Delaware
$2.03M +$20.1K +98 +1%
FLI
556
Family Legacy Inc
South Carolina
$2.03M -$5.95K -29 -0.3%
TCM
557
Telos Capital Management
California
$2.03M +$33.1K +161 +2%
Gotham Asset Management
558
Gotham Asset Management
New York
$2.02M – – –
NewEdge Wealth
559
NewEdge Wealth
Pennsylvania
$2.01M +$826K +4,026 +66%
ATC
560
Argent Trust Co
Tennessee
$2.01M +$9.44K +46 +0.5%
OCPWS
561
One Charles Private Wealth Services
Massachusetts
$2.01M +$333K +1,622 +19%
MGW
562
MB Generational Wealth
Washington
$2.01M -$8.21K -40 -0.4%
AWMM
563
Aegis Wealth Management (Maryland)
Maryland
$2M +$2.07M +10,069 New
TD Private Client Wealth
564
TD Private Client Wealth
New York
$1.99M +$151K +737 +8%
BCM
565
BTC Capital Management
Iowa
$1.98M +$22.2K +108 +1%
BHWM
566
Beaird Harris Wealth Management
Texas
$1.98M -$15K -73 -0.7%
APWM
567
Anchor Pointe Wealth Management
Missouri
$1.98M +$2.06M +10,029 New
1WA
568
180 Wealth Advisors
Washington
$1.97M -$7.39K -36 -0.4%
FAI
569
Fiduciary Advisors Inc
Missouri
$1.96M +$2.03M +9,905 New
TP
570
Tranquility Partners
Tennessee
$1.96M -$16.4K -80 -0.8%
AIM
571
Advyzon Investment Management
Illinois
$1.94M +$2.01M +9,802 New
KAM
572
Kraft Asset Management
Tennessee
$1.93M -$20.3K -99 -1%
WP
573
Wealthspan Partners
Iowa
$1.91M -$71.4K -348 -3%
Harbour Investments
574
Harbour Investments
Wisconsin
$1.9M -$37.6K -183 -2%
TFS
575
Thoroughbred Financial Services
Tennessee
$1.9M +$44.1K +215 +2%