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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Pioneer Wealth Management Group
Texas
$1.88M +$40.6K +194 +2%
OFP
602
OFC Financial Planning
New Jersey
$1.88M +$36.6K +175 +2%
Kingsview Wealth Management
603
Kingsview Wealth Management
Oregon
$1.88M +$90.2K +431 +5%
MGW
604
MB Generational Wealth
Washington
$1.87M +$85K +406 +5%
WesBanco Bank
605
WesBanco Bank
West Virginia
$1.87M -$265K -1,266 -13%
NorthRock Partners
606
NorthRock Partners
Minnesota
$1.86M -$75.6K -361 -4%
GBT
607
Grove Bank & Trust
Florida
$1.84M -$13.6K -65 -0.7%
DSC
608
Duncker Streett & Co
Missouri
$1.83M -$9K -43 -0.5%
VW
609
Vance Wealth
California
$1.83M -$35K -167 -2%
I
610
InvesTrust
Oklahoma
$1.82M +$28.1K +134 +2%
CWAG
611
Compton Wealth Advisory Group
Virginia
$1.81M – – –
ATC
612
Argent Trust Co
Tennessee
$1.8M – – –
BRWA
613
B. Riley Wealth Advisors
Florida
$1.79M +$2.93K +14 +0.2%
BPW
614
BlueDoor Private Wealth
Massachusetts
$1.79M +$1.77M +8,453 New
BCG
615
Breakwater Capital Group
New Jersey
$1.79M +$26.2K +125 +2%
PFBT
616
Parkside Financial Bank & Trust
Missouri
$1.79M +$389K +1,860 +28%
CD
617
Chapin Davis
Maryland
$1.79M +$6.91K +33 +0.4%
TW
618
TritonPoint Wealth
Maryland
$1.79M -$441K -2,105 -20%
WPWM
619
Windward Private Wealth Management
Kansas
$1.78M -$102K -489 -5%
Victory Capital Management
620
Victory Capital Management
Texas
$1.78M – – –
Sapient Capital
621
Sapient Capital
Indiana
$1.78M +$785K +3,750 +82%
PC
622
Payne Capital
Oregon
$1.77M -$18.6K -89 -1%
PCMC
623
Paragon Capital Management (Colorado)
Colorado
$1.77M -$7.54K -36 -0.4%
JE
624
Jacobs Equity
Utah
$1.76M +$1.74M +8,305 New
DE
625
Diversified Enterprises
Delaware
$1.76M +$292K +1,396 +20%