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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
701
D.B. Root & Company
Pennsylvania
$597K -$1.97K -12 -0.3%
LA
702
LexAurum Advisors
Kansas
$596K -$155K -944 -19%
APIM
703
Agate Pass Investment Management
Washington
$592K
EWM
704
Evermay Wealth Management
Virginia
$578K -$116K -706 -15%
CF
705
Centaurus Financial
California
$578K -$164 -1 -0%
SIC
706
Sterling Investment Counsel
New York
$578K +$1.64K +10 +0.3%
LFA
707
Landmark Financial Advisors
Kentucky
$575K -$18.9K -115 -3%
CGL
708
Clarius Group LLC
Washington
$575K
AWM
709
Axxcess Wealth Management
California
$575K +$234K +1,425 +59%
CHC
710
City Holding Co
West Virginia
$574K +$12K +73 +2%
BAM
711
Belpointe Asset Management
Nevada
$573K +$278K +1,696 +80%
TA
712
Trellis Advisors
Washington
$568K -$56.9K -347 -8%
SW
713
SVB Wealth
Massachusetts
$566K -$378K -2,307 -38%
RIA
714
Realta Investment Advisors
Delaware
$565K -$52.3K -319 -8%
VCP
715
Vista Capital Partners
Oregon
$556K +$33.6K +205 +6%
FLA
716
Financial Life Advisors
Texas
$554K -$5.58K -34 -0.9%
ECG
717
Edge Capital Group
Georgia
$553K +$64.9K +396 +12%
Kayne Anderson Rudnick Investment Management
718
Kayne Anderson Rudnick Investment Management
California
$550K -$205K -1,251 -25%
AAS
719
Annex Advisory Services
Wisconsin
$550K +$602K +3,669 New
AP
720
Advisor Partners
California
$549K +$9.02K +55 +2%
MCC
721
Money Concepts Capital
Florida
$549K +$418K +2,552 +241%
CWC
722
Carolinas Wealth Consulting
North Carolina
$546K +$2.13K +13 +0.4%
EA
723
Eudaimonia Advisors
Tennessee
$543K -$91.2K -556 -13%
PHS
724
Pekin Hardy Strauss
Illinois
$543K
HA
725
HYA Advisors
Missouri
$536K -$20.2K -123 -3%