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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
601
Breakwater Capital Group
New Jersey
$1.74M -$47.4K -232 -3%
MGWA
602
Monument Group Wealth Advisors
Massachusetts
$1.72M +$281K +1,373 +20%
BAMG
603
Brand Asset Management Group
Missouri
$1.71M +$665K +3,254 +66%
CSB
604
City State Bank
Iowa
$1.71M -$17.4K -85 -1%
BWP
605
BSW Wealth Partners
Colorado
$1.7M +$76.5K +374 +5%
Focus Financial Network
606
Focus Financial Network
Minnesota
$1.68M +$44.4K +217 +3%
ISFAN
607
Investor's Fiduciary Advisor Network
Washington
$1.67M -$136K -664 -8%
PWS
608
Precision Wealth Strategies
Missouri
$1.66M -$93K -455 -5%
TCOV
609
Trust Company of Vermont
Vermont
$1.66M -$6.54K -32 -0.4%
CFO
610
CVA Family Office
Colorado
$1.66M -$102K -499 -6%
MSWM
611
McGlone Suttner Wealth Management
Wisconsin
$1.66M +$409 +2 +0%
Great Valley Advisor Group
612
Great Valley Advisor Group
Delaware
$1.62M +$162K +792 +11%
CCA
613
Clarity Capital Advisors
Florida
$1.61M +$7.16K +35 +0.5%
MSWMA
614
Market Street Wealth Management Advisors
Indiana
$1.6M -$63.2K -309 -4%
VA
615
VestGen Advisors
Illinois
$1.59M -$48.9K -239 -3%
CFSG
616
Community Financial Services Group
Vermont
$1.59M -$177K -868 -10%
RTL
617
Red Tortoise LLC
Georgia
$1.58M +$125K +613 +9%
Blue Trust Inc
618
Blue Trust Inc
Georgia
$1.57M +$126K +614 +9%
BWM
619
BigSur Wealth Management
Florida
$1.57M – – –
BOH
620
Bank of Hawaii
Hawaii
$1.56M – – –
3AM
621
3EDGE Asset Management
Florida
$1.56M +$167K +815 +12%
RFS
622
Richardson Financial Services
Massachusetts
$1.55M -$13.9K -68 -0.9%
HR
623
Hardy Reed
Mississippi
$1.55M – – –
IP
624
Intellectus Partners
California
$1.55M +$18.8K +92 +1%
CW
625
Cooksen Wealth
Texas
$1.54M -$10.8K -53 -0.7%