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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$599K -$8.04K -49 -1%
DBRC
702
D.B. Root & Company
Pennsylvania
$597K -$1.97K -12 -0.3%
LA
703
LexAurum Advisors
Kansas
$596K -$155K -944 -19%
APIM
704
Agate Pass Investment Management
Washington
$592K – – –
EWM
705
Evermay Wealth Management
Virginia
$578K -$116K -706 -15%
CF
706
Centaurus Financial
California
$578K -$164 -1 -0%
SIC
707
Sterling Investment Counsel
New York
$578K +$1.64K +10 +0.3%
LFA
708
Landmark Financial Advisors
Kentucky
$575K -$18.9K -115 -3%
CGL
709
Clarius Group LLC
Washington
$575K – – –
AWM
710
Axxcess Wealth Management
California
$575K +$234K +1,425 +59%
CHC
711
City Holding Co
West Virginia
$574K +$12K +73 +2%
BAM
712
Belpointe Asset Management
Nevada
$573K +$278K +1,696 +80%
TA
713
Trellis Advisors
Washington
$568K -$56.9K -347 -8%
SW
714
SVB Wealth
Massachusetts
$566K -$378K -2,307 -38%
RIA
715
Realta Investment Advisors
Delaware
$565K -$52.3K -319 -8%
VCP
716
Vista Capital Partners
Oregon
$556K +$33.6K +205 +6%
FLA
717
Financial Life Advisors
Texas
$554K -$5.58K -34 -0.9%
ECG
718
Edge Capital Group
Georgia
$553K +$64.9K +396 +12%
Kayne Anderson Rudnick Investment Management
719
Kayne Anderson Rudnick Investment Management
California
$550K -$205K -1,251 -25%
AAS
720
Annex Advisory Services
Wisconsin
$550K +$602K +3,669 New
AP
721
Advisor Partners
California
$549K +$9.02K +55 +2%
MCC
722
Money Concepts Capital
Florida
$549K +$418K +2,552 +241%
CWC
723
Carolinas Wealth Consulting
North Carolina
$546K +$2.13K +13 +0.4%
EA
724
Eudaimonia Advisors
Tennessee
$543K -$91.2K -556 -13%
PHS
725
Pekin Hardy Strauss
Illinois
$543K – – –