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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
Wambolt & Associates
Colorado
$1.1M -$89.3K -567 -8%
MFG
602
MidWestOne Financial Group
Iowa
$1.1M +$39.2K +249 +4%
AAS
603
Ameritas Advisory Services
Nebraska
$1.09M -$2.63M -16,709 -72%
WFS
604
Weitzel Financial Services
Iowa
$1.09M +$20.2K +128 +2%
PCM
605
Parsons Capital Management
Rhode Island
$1.09M +$45.5K +289 +5%
HNB
606
Huntington National Bank
Ohio
$1.08M – – –
SF
607
Synovus Financial
Georgia
$1.08M -$163K -1,038 -14%
SW
608
SVB Wealth
Massachusetts
$1.08M -$515K -3,269 -33%
BAM
609
BTS Asset Management
Massachusetts
$1.08M -$102K -648 -9%
MA
610
Montag & Associates
Georgia
$1.08M – – –
TPCW
611
TD Private Client Wealth
New York
$1.07M +$71.5K +454 +8%
AA
612
Alesco Advisors
New York
$1.07M – – –
MA
613
Mutual Advisors
Nebraska
$1.07M -$105K -669 -9%
MPW
614
MGO Private Wealth
California
$1.06M +$658K +4,181 +186%
GSWM
615
Greenup Street Wealth Management
Michigan
$1.06M -$569K -3,615 -36%
CAG
616
Csenge Advisory Group
Florida
$1.06M +$23.9K +152 +2%
FB
617
Fulton Bank
Pennsylvania
$1.05M – – –
PSF
618
Pacific Sun Financial
California
$1.05M +$1.04M +6,630 New
SFP
619
Strategic Financial Partners
Oregon
$1.04M +$157 +1 +0%
KAM
620
KEB Asset Management
Illinois
$1.04M -$59.8K -380 -6%
WA
621
Waverly Advisors
Alabama
$1.04M -$118K -751 -11%
CIBC Private Wealth Group
622
CIBC Private Wealth Group
Georgia
$1.04M +$19K +121 +2%
AIM
623
Alhambra Investment Management
Florida
$1.04M +$89.4K +568 +10%
JCM
624
Jacobi Capital Management
Pennsylvania
$1.03M -$5.83K -37 -0.6%
GA
625
GFS Advisors
Texas
$1.03M -$51.3K -326 -5%