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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
626
InvesTrust
Oklahoma
$1.62M +$1.68M +8,173 New
PD
627
Planning Directions
Pennsylvania
$1.59M -$77.8K -379 -5%
WIP
628
WealthCare Investment Partners
Rhode Island
$1.58M -$88.7K -432 -5%
ECG
629
Edge Capital Group
Georgia
$1.57M +$49.3K +240 +3%
BCG
630
Breakwater Capital Group
New Jersey
$1.57M -$64K -312 -4%
CD
631
Chapin Davis
Maryland
$1.55M
EE
632
EWG Elevate
California
$1.55M +$31K +151 +2%
SHFA
633
SC&H Financial Advisors
Maryland
$1.54M -$6.77K -33 -0.4%
HB
634
Horizon Bancorp
Indiana
$1.54M +$23K +112 +1%
YIH
635
Y-Intercept (HK)
Hong Kong
$1.54M +$1.59M +7,763 New
GVAG
636
Great Valley Advisor Group
Delaware
$1.53M -$11.5K -56 -0.7%
BAM
637
Belpointe Asset Management
Nevada
$1.53M -$32.4K -158 -2%
NDSI
638
Newman Dignan & Sheerar Inc
Rhode Island
$1.52M +$7.39K +36 +0.5%
TBT
639
Texas Bank & Trust
Texas
$1.51M +$1.56M +7,613 New
LWM
640
Liberty Wealth Management
California
$1.5M +$73.1K +356 +5%
RTL
641
Red Tortoise LLC
Georgia
$1.5M +$14.4K +70 +0.9%
SQA
642
Simon Quick Advisors
New Jersey
$1.48M -$212K -1,035 -12%
BWM
643
BigSur Wealth Management
Florida
$1.48M
GC
644
Grange Capital
Oregon
$1.48M +$1.53M +7,463 New
PWM
645
Paulson Wealth Management
Illinois
$1.48M -$422K -2,054 -22%
HR
646
Hardy Reed
Mississippi
$1.47M +$1.64K +8 +0.1%
KAS
647
KPP Advisory Services
Kentucky
$1.47M +$63.2K +308 +4%
TFF
648
The Family Firm
Maryland
$1.47M -$189K -921 -11%
FF
649
Fluent Financial
Texas
$1.47M +$1.52M +7,394 New
CIBC Private Wealth Group
650
CIBC Private Wealth Group
Georgia
$1.46M -$112K -546 -7%