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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
626
Associated Banc-Corp
Wisconsin
$932K +$54.2K +312 +6%
Allspring Global Investments
627
Allspring Global Investments
North Carolina
$929K -$31.1K -179 -3%
TDWM
628
Topel & Distasi Wealth Management
California
$928K -$99.1K -570 -10%
FNBOMD
629
First National Bank of Mount Dora
Florida
$924K -$36.5K -210 -4%
SCA
630
STALEY CAPITAL ADVISERS
Pennsylvania
$919K
AWM
631
Aevitas Wealth Management
Massachusetts
$917K +$906K +5,213 New
FLI
632
Family Legacy Inc
South Carolina
$916K +$15.8K +91 +2%
OCPWS
633
One Charles Private Wealth Services
Massachusetts
$914K +$22.4K +129 +3%
BO
634
BRR OpCo
Ohio
$909K +$1.91K +11 +0.2%
MWA
635
Martel Wealth Advisors
Washington
$902K +$31.6K +182 +4%
FOA
636
Five Oceans Advisors
California
$900K -$3.48K -20 -0.4%
PWA
637
Physician Wealth Advisors
Utah
$900K
WIC
638
Woodmont Investment Counsel
Tennessee
$899K +$5.04K +29 +0.6%
OPS
639
Orion Portfolio Solutions
Nebraska
$894K +$1.22K +7 +0.1%
PAIM
640
Punch & Associates Investment Management
Minnesota
$887K +$92.3K +531 +12%
AMM
641
American Money Management
California
$878K -$3.65K -21 -0.4%
BAMG
642
Brand Asset Management Group
Missouri
$875K -$695 -4 -0.1%
GJIC
643
Gamble Jones Investment Counsel
California
$869K
SLT
644
St Louis Trust
Missouri
$868K
Kayne Anderson Rudnick Investment Management
645
Kayne Anderson Rudnick Investment Management
California
$867K -$2.22M -12,780 -72%
LA
646
LexAurum Advisors
Kansas
$865K +$54.4K +313 +7%
PCM
647
Parsons Capital Management
Rhode Island
$864K +$25.4K +146 +3%
SQA
648
Simon Quick Advisors
New Jersey
$864K +$240K +1,380 +39%
CIA
649
Compass Ion Advisors
Pennsylvania
$855K +$309K +1,775 +57%
Neuberger Berman Group
650
Neuberger Berman Group
New York
$853K