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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
576
Bridgeworth
Alabama
$201K +$189K +1,881 New
CCM
577
Colorado Capital Management
Colorado
$196K
WCAMG
578
Woodard & Company Asset Management Group
North Carolina
$187K -$115K -1,150 -40%
CCA
579
Column Capital Advisors
Indiana
$187K +$176K +1,750 New
FCA
580
FinTrust Capital Advisors
South Carolina
$186K
CAL
581
Capital Advisors Ltd
Ohio
$182K +$13K +130 +8%
CAC
582
Certified Advisory Corp
Florida
$175K +$67.3K +671 +69%
PFGIA
583
Patriot Financial Group Insurance Agency
Massachusetts
$167K -$125K -1,246 -44%
SQA
584
Simon Quick Advisors
New Jersey
$166K -$144K -1,435 -48%
SNT
585
Security National Trust
West Virginia
$163K
WCA
586
Windsor Creek Advisors
Vermont
$163K +$153K +1,527 New
BWM
587
BerganKDV Wealth Management
Minnesota
$157K +$41K +409 +39%
CHA
588
Carmichael Hill & Associates
Maryland
$155K -$1.41K -14 -1%
Deutsche Bank
589
Deutsche Bank
Germany
$151K +$91.5K +912 +182%
WEC
590
Winslow Evans & Crocker
Massachusetts
$150K
BAM
591
Belpointe Asset Management
Nevada
$138K -$246K -2,447 -65%
KWM
592
Keebeck Wealth Management
Illinois
$138K +$130K +1,299 New
GWS
593
Glassman Wealth Services
Virginia
$137K -$10K -100 -7%
PFBT
594
Parkside Financial Bank & Trust
Missouri
$136K
MLFP
595
MPS Loria Financial Planners
Illinois
$136K +$127K +1,268 New
PCIA
596
Prime Capital Investment Advisors
Kansas
$134K +$126K +1,257 New
TAM
597
Townsend Asset Management
North Carolina
$125K -$1.71K -17 -1%
CFN
598
Cordasco Financial Network
Florida
$117K +$401 +4 +0.4%
OPS
599
Orion Portfolio Solutions
Nebraska
$116K -$47.8K -476 -30%
SW
600
SVB Wealth
Massachusetts
$115K -$9.23K -92 -8%