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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
601
F.L. Putnam Investment Management
Massachusetts
$1.46M -$87.5K -485 -6%
AFG
602
Atomi Financial Group
New York
$1.45M +$133K +737 +11%
CFGS
603
Concourse Financial Group Securities
Alabama
$1.44M +$1.99K +11 +0.1%
ACA
604
Aptus Capital Advisors
Alabama
$1.44M +$58.8K +326 +5%
MPW
605
MGO Private Wealth
California
$1.44M +$3.25K +18 +0.2%
OWA
606
Octavia Wealth Advisors
Ohio
$1.44M -$13.1M -72,452 -91%
CD
607
Chapin Davis
Maryland
$1.44M -$13K -72 -1%
BWM
608
BigSur Wealth Management
Florida
$1.43M +$776K +4,300 +136%
LEA
609
Legacy Edge Advisors
New York
$1.43M -$705K -3,907 -34%
AA
610
Aire Advisors
California
$1.43M +$78.7K +436 +6%
DAS
611
Dynamic Advisor Solutions
Arizona
$1.43M -$115K -635 -8%
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
$1.42M -$188K -1,041 -12%
GA
613
GFS Advisors
Texas
$1.41M -$2.17K -12 -0.2%
IC
614
IEQ Capital
California
$1.41M +$42.2K +234 +3%
SHFA
615
SC&H Financial Advisors
Maryland
$1.41M -$35.5K -197 -3%
NCTC
616
New Covenant Trust Company
Indiana
$1.4M +$1.32M +7,301 New
RTL
617
Red Tortoise LLC
Georgia
$1.4M +$44.8K +248 +4%
GVAG
618
Great Valley Advisor Group
Delaware
$1.39M +$14.1K +78 +1%
CMBA
619
C.M. Bidwell & Associates
Hawaii
$1.39M -$9.93K -55 -0.8%
BEAM
620
Baker Ellis Asset Management
Washington
$1.39M -$66.8K -370 -5%
MC
621
Matisse Capital
Oregon
$1.38M +$392K +2,170 +43%
HNB
622
Hilltop National Bank
Wyoming
$1.38M +$1.3M +7,208 New
SF
623
Synovus Financial
Georgia
$1.36M +$11.5K +64 +0.9%
KWM
624
Kingsview Wealth Management
Oregon
$1.36M -$31.6K -175 -2%
MGWA
625
Monument Group Wealth Advisors
Massachusetts
$1.34M -$24.4K -135 -2%