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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
826
One Capital Management
California
$209K – – –
MLFP
827
MPS Loria Financial Planners
Illinois
$207K – – –
JCIA
828
Jackson Creek Investment Advisors
Colorado
$207K +$8.39K +49 +4%
PFBT
829
Parkside Financial Bank & Trust
Missouri
$206K +$685 +4 +0.3%
CB
830
Cadence Bank
Mississippi
$204K -$26.4K -154 -11%
JWM
831
Jeppson Wealth Management
California
$204K – – –
MJRIC
832
Mogy Joel R Investment Counsel
California
$203K – – –
CCM
833
Colorado Capital Management
Colorado
$202K -$5.99K -35 -3%
KPWS
834
Kestra Private Wealth Services
Texas
$202K +$204K +1,191 New
SIM
835
Studio Investment Management
Illinois
$201K +$204K +1,190 New
S
836
Surevest
California
$200K -$856 -5 -0.4%
CFN
837
Cordasco Financial Network
Florida
$186K +$342 +2 +0.2%
RE
838
RBC Europe
United Kingdom
$185K +$15.6K +91 +9%
Deutsche Bank
839
Deutsche Bank
Germany
$183K -$108K -631 -37%
LCM
840
Logan Capital Management
Pennsylvania
$180K – – –
FCA
841
FinTrust Capital Advisors
South Carolina
$178K +$79.3K +463 +78%
BlackRock
842
BlackRock
New York
$177K +$30.3K +177 +20%
PB
843
Pinnacle Bancorp
Nebraska
$172K -$2.91K -17 -2%
BWM
844
BerganKDV Wealth Management
Minnesota
$172K – – –
JGIA
845
Jackson Grant Investment Advisers
Connecticut
$171K +$685 +4 +0.4%
ECM
846
EMC Capital Management
Texas
$165K +$48.3K +282 +43%
BFG
847
Baron Financial Group
New Jersey
$157K – – –
FPB
848
First PREMIER Bank
South Dakota
$154K – – –
BMD
849
Better Money Decisions
New Mexico
$153K -$16.6K -97 -10%
TCM
850
TD Capital Management
Tennessee
$152K – – –