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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
576
Strategic Financial Partners
Oregon
$975K -$23.1K -141 -2%
Neuberger Berman Group
577
Neuberger Berman Group
New York
$974K +$271K +1,651 +34%
BWM
578
BCS Wealth Management
Tennessee
$969K +$37.9K +231 +4%
CA
579
Clearstead Advisors
Ohio
$968K -$50.7K -309 -5%
HNB
580
Huntington National Bank
Ohio
$967K
JCM
581
Jacobi Capital Management
Pennsylvania
$964K +$307K +1,873 +41%
WI
582
WrapManager Inc
California
$958K -$73.3K -447 -7%
LPT
583
Legacy Private Trust
Wisconsin
$955K -$196K -1,194 -16%
EVC
584
Eidelman Virant Capital
Missouri
$950K +$152K +924 +17%
TPCW
585
TD Private Client Wealth
New York
$948K -$56.7K -346 -5%
MOS
586
MGO One Seven
Ohio
$944K +$133K +813 +15%
RA
587
Riversedge Advisors
Delaware
$941K -$574K -3,498 -36%
AIA
588
Alera Investment Advisors
Illinois
$939K
MFT
589
Moisand Fitzgerald Tamayo
Florida
$939K +$136K +827 +15%
CWAG
590
Compton Wealth Advisory Group
Virginia
$938K -$164K -1,001 -14%
WP
591
WealthSource Partners
California
$925K -$1.6M -9,752 -61%
OFS
592
OneAscent Financial Services
Alabama
$922K +$1.01M +6,152 New
FHC
593
Forest Hill Capital
Arkansas
$914K
TC
594
Trilogy Capital
California
$909K -$20.8M -126,710 -95%
GA
595
Greenspring Advisors
Maryland
$907K +$120K +730 +14%
OCPWS
596
One Charles Private Wealth Services
Massachusetts
$907K +$139K +845 +16%
TFGT
597
TS Financial Group (TSFG)
Illinois
$905K -$53.5K -326 -5%
BP
598
Ballentine Partners
Massachusetts
$902K -$65.3K -398 -6%
RRA
599
Round Rock Advisors
Connecticut
$901K
Allspring Global Investments
600
Allspring Global Investments
North Carolina
$900K +$120K +730 +14%