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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
876
Client 1st Advisory Group
Florida
$318K – – –
SG
877
StoneX Group
New York
$316K +$93.2K +536 +43%
VNB
878
Virginia National Bank
Virginia
$315K +$311K +1,790 New
MW
879
Milestone Wealth
New York
$312K – – –
PIA
880
Pinion Investment Advisors
Kansas
$311K -$11.3K -65 -4%
KCM
881
Kanawha Capital Management
Virginia
$311K +$308K +1,769 New
TNA
882
True North Advisors
Texas
$310K – – –
VWA
883
V Wealth Advisors
Kansas
$310K +$348 +2 +0.1%
MFA
884
Mayflower Financial Advisors
Massachusetts
$309K -$44.2K -254 -13%
CGA
885
Crescent Grove Advisors
Illinois
$309K – – –
WhitTier Trust Company
886
WhitTier Trust Company
Nevada
$308K -$33.6K -193 -10%
DWP
887
Destiny Wealth Partners
Florida
$307K +$100K +578 +49%
Brown Brothers Harriman & Co
888
Brown Brothers Harriman & Co
New York
$303K +$21.7K +125 +8%
CHA
889
Carmichael Hill & Associates
Maryland
$301K +$12.2K +70 +4%
HC
890
Hamilton Capital
Ohio
$300K +$348 +2 +0.1%
1SB
891
1ST Source Bank
Indiana
$298K -$8.69K -50 -3%
SFS
892
Summit Financial Strategies
Ohio
$297K – – –
CBN
893
Cadence Bank NA
Texas
$297K +$48.9K +281 +20%
RPWA
894
Regent Peak Wealth Advisors
Georgia
$296K -$6.78K -39 -2%
BWM
895
Benchmark Wealth Management
Connecticut
$295K +$79.1K +455 +37%
RTS
896
Round Table Services
New Jersey
$295K +$292K +1,679 New
B
897
Bridgeworth
Alabama
$294K -$5.91K -34 -2%
OA
898
Operose Advisors
Wisconsin
$294K +$869 +5 +0.3%
CAN
899
Claraphi Advisory Network
United States
$291K -$1.79M -10,272 -86%
RC
900
Rovin Capital
Arizona
$290K – – –