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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
726
Oak Hill Wealth Advisors
Virginia
$683K +$685K +4,300 New
GJIC
727
Gamble Jones Investment Counsel
California
$676K -$108K -679 -14%
DWA
728
Dougherty Wealth Advisers
Minnesota
$675K +$677K +4,251 New
FOA
729
Five Oceans Advisors
California
$671K -$72.3K -454 -10%
LA
730
Lane & Associates
New Jersey
$669K +$670K +4,210 New
Allspring Global Investments
731
Allspring Global Investments
North Carolina
$669K -$195K -1,224 -23%
ODIJL
732
One Day In July LLC
Vermont
$664K -$8.12K -51 -1%
AIM
733
AMI Investment Management
Indiana
$664K – – –
JSL
734
JT Stratford LLC
Georgia
$663K -$3.82K -24 -0.6%
MSFS
735
Main Street Financial Solutions
Pennsylvania
$662K -$98.4K -618 -13%
AIM
736
Anchor Investment Management
South Carolina
$662K -$13.7K -86 -2%
TC
737
Trilogy Capital
California
$657K -$67.8K -426 -9%
RIA
738
Realta Investment Advisors
Delaware
$657K +$46.5K +292 +8%
MP
739
McDonald Partners
Ohio
$656K +$54.1K +340 +9%
RWM
740
Raffa Wealth Management
District of Columbia
$652K +$4.3K +27 +0.7%
FF
741
Friedenthal Financial
New Jersey
$649K -$3.66K -23 -0.6%
BAM
742
Belpointe Asset Management
Nevada
$648K +$20.9K +131 +3%
CF
743
Centaurus Financial
California
$646K +$49K +308 +8%
DBRC
744
D.B. Root & Company
Pennsylvania
$639K +$2.39K +15 +0.4%
APIM
745
Agate Pass Investment Management
Washington
$639K +$16.2K +102 +3%
OSAM
746
O'Shaughnessy Asset Management
Connecticut
$637K +$90.8K +570 +17%
CAM
747
Cozad Asset Management
Illinois
$635K +$106K +665 +20%
MFA
748
McClarren Financial Advisors
Pennsylvania
$633K +$67.8K +426 +12%
SWA
749
Stratos Wealth Advisors
Ohio
$629K -$34.4K -216 -5%
AWP
750
Accretive Wealth Partners
New Jersey
$621K – – –