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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
626
OneAscent Financial Services
Alabama
$1.53M +$45K +220 +3%
IWC
627
Infinity Wealth Counsel
Ohio
$1.53M -$9.2K -45 -0.6%
SHFA
628
SC&H Financial Advisors
Maryland
$1.53M -$96.5K -472 -6%
Simon Quick Advisors
629
Simon Quick Advisors
New Jersey
$1.52M -$1.84K -9 -0.1%
NFG
630
Nations Financial Group
Iowa
$1.51M -$60.5K -296 -4%
ODIJL
631
One Day In July LLC
Vermont
$1.51M +$13.5K +66 +0.9%
VA
632
Vestwell Advisors
New York
$1.51M – – –
Ballentine Partners
633
Ballentine Partners
Massachusetts
$1.5M – – –
AW
634
Alteri Wealth
California
$1.49M +$171K +835 +13%
BEAM
635
Baker Ellis Asset Management
Washington
$1.49M -$5.11K -25 -0.3%
SMCM
636
Sky-Mountain Capital Management
Idaho
$1.49M -$5.93K -29 -0.4%
EWM
637
Evergreen Wealth Management
Michigan
$1.49M -$2.04K -10 -0.1%
MFF
638
Michels Family Financial
Texas
$1.49M +$31.1K +152 +2%
Kingswood Wealth Advisors
639
Kingswood Wealth Advisors
California
$1.47M +$619K +3,025 +75%
Huntington National Bank
640
Huntington National Bank
Ohio
$1.46M – – –
MFS
641
McNamara Financial Services
Massachusetts
$1.45M -$6.54K -32 -0.5%
FHC
642
Forest Hill Capital
Arkansas
$1.44M – – –
DE
643
Diversified Enterprises
Delaware
$1.44M -$16.4K -80 -1%
Fulton Bank
644
Fulton Bank
Pennsylvania
$1.44M – – –
ADL
645
Asset Dedication LLC
California
$1.43M -$85.3K -417 -6%
PMG
646
ProVise Management Group
Florida
$1.43M -$80.2K -392 -5%
CMBA
647
C.M. Bidwell & Associates
Hawaii
$1.42M -$4.09K -20 -0.3%
Dynamic Advisor Solutions
648
Dynamic Advisor Solutions
Arizona
$1.42M -$3.48K -17 -0.2%
PCA
649
Prosperity Capital Advisors
Ohio
$1.41M +$75.9K +371 +6%
GA
650
GFS Advisors
Texas
$1.41M -$13.3K -65 -1%