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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Physician Wealth Advisors
Utah
$939K -$24K -135 -3%
MA
602
Mutual Advisors
Nebraska
$937K -$58.3K -328 -6%
SCA
603
STALEY CAPITAL ADVISERS
Pennsylvania
$935K
DAS
604
Dynamic Advisor Solutions
Arizona
$933K +$216K +1,217 +30%
FLI
605
Family Legacy Inc
South Carolina
$924K +$16.5K +93 +2%
BO
606
BRR OpCo
Ohio
$922K -$48.7K -274 -5%
TWP
607
Tempus Wealth Planning
California
$922K +$66.3K +373 +8%
FOA
608
Five Oceans Advisors
California
$919K +$36.6K +206 +4%
WIC
609
Woodmont Investment Counsel
Tennessee
$908K +$5.69K +32 +0.6%
OPS
610
Orion Portfolio Solutions
Nebraska
$907K -$70.8K -398 -7%
EA
611
Eudaimonia Advisors
Tennessee
$907K +$902K +5,072 New
OCPWS
612
One Charles Private Wealth Services
Massachusetts
$906K +$33.6K +189 +4%
HNB
613
Huntington National Bank
Ohio
$904K -$599K -3,369 Closed
CT
614
Caldwell Trust
Florida
$903K -$41.3K -232 -4%
GIM
615
Goelzer Investment Management
Indiana
$897K
WA
616
Wambolt & Associates
Colorado
$897K +$83K +467 +10%
AMM
617
American Money Management
California
$896K +$3.2K +18 +0.4%
ABC
618
Associated Banc-Corp
Wisconsin
$892K +$2.67K +15 +0.3%
BAMG
619
Brand Asset Management Group
Missouri
$890K +$3.56K +20 +0.4%
MWA
620
Martel Wealth Advisors
Washington
$885K +$36.1K +203 +4%
GJIC
621
Gamble Jones Investment Counsel
California
$883K
SLT
622
St Louis Trust
Missouri
$883K
TWP
623
TFO Wealth Partners
Ohio
$869K +$187K +1,050 +27%
Neuberger Berman Group
624
Neuberger Berman Group
New York
$867K
EVC
625
Eidelman Virant Capital
Missouri
$865K +$4.98K +28 +0.6%