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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
601
Mesirow Financial Investment Management
Illinois
$1.76M -$1.75M -8,534 -49%
GPA
602
Guidance Point Advisors
Massachusetts
$1.75M +$20.1K +98 +1%
TCOTS
603
Trust Company of the South
North Carolina
$1.75M +$818K +3,983 +82%
HVP
604
Hudson Value Partners
Florida
$1.74M +$117K +569 +7%
WBC
605
West Branch Capital
Massachusetts
$1.73M -$17.2K -84 -1%
BF
606
BOK Financial
Oklahoma
$1.72M +$55.4K +270 +3%
KWM
607
Kingsview Wealth Management
Oregon
$1.71M +$42.1K +205 +2%
PA
608
Probity Advisors
Texas
$1.71M -$218K -1,061 -11%
NFG
609
Nations Financial Group
Iowa
$1.71M -$19.5K -95 -1%
CAG
610
Csenge Advisory Group
Florida
$1.7M -$112K -544 -6%
MSWMA
611
Market Street Wealth Management Advisors
Indiana
$1.7M
PCMC
612
Paragon Capital Management (Colorado)
Colorado
$1.69M +$8.42K +41 +0.5%
MWM
613
Mascagni Wealth Management
Mississippi
$1.69M +$1.86M +9,084 New
CCA
614
Cadent Capital Advisors
Oklahoma
$1.69M +$20.1K +98 +1%
CSB
615
City State Bank
Iowa
$1.68M -$46K -224 -3%
PWM
616
PBMares Wealth Management
Virginia
$1.68M +$29.1K +142 +2%
MSWM
617
McGlone Suttner Wealth Management
Wisconsin
$1.67M +$161K +783 +10%
CWAG
618
Compton Wealth Advisory Group
Virginia
$1.67M
GBT
619
Grove Bank & Trust
Florida
$1.67M +$13.1K +64 +0.8%
Victory Capital Management
620
Victory Capital Management
Texas
$1.67M
CAL
621
Capital Analysts LLC
Pennsylvania
$1.66M -$526K -2,563 -23%
FFN
622
Focus Financial Network
Minnesota
$1.65M +$77.8K +379 +5%
UWM
623
USAdvisors Wealth Management
Minnesota
$1.65M +$1.71M +8,310 New
PCM
624
Parsons Capital Management
Rhode Island
$1.63M +$616 +3 +0%
DB
625
Dravo Bay
Delaware
$1.62M +$169K +821 +11%