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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
926
Marco Investment Management
Georgia
$298K
KCM
927
Kanawha Capital Management
Virginia
$298K
RFP
928
Root Financial Partners
California
$297K +$310K +1,872 New
DI
929
DAGCO Inc
Ohio
$297K -$17.9K -108 -5%
MMHP
930
Murphy Middleton Hinkle & Parker
Georgia
$297K
C1AG
931
Client 1st Advisory Group
Florida
$295K +$8.44K +51 +3%
Kayne Anderson Rudnick Investment Management
932
Kayne Anderson Rudnick Investment Management
California
$294K -$1.53M -9,239 -83%
CAL
933
Capital Advisors Ltd
Ohio
$294K
TFCP
934
Twin Focus Capital Partners
Massachusetts
$294K
OFS
935
Oldfather Financial Services
Nebraska
$293K -$88.1K -532 -22%
AFO
936
Arrowroot Family Office
California
$293K +$305K +1,844 New
HAS
937
Holland Advisory Services
Florida
$292K -$36.6K -221 -11%
GLA
938
Good Life Advisors
Pennsylvania
$292K -$88.2K -533 -22%
AWS
939
AJ Wealth Strategies
New York
$291K +$331 +2 +0.1%
Principal Financial Group
940
Principal Financial Group
Iowa
$290K -$286K -1,725 -49%
PB
941
Pinnacle Bancorp
Nebraska
$289K -$12.6K -76 -4%
BPFA
942
Barnes Pettey Financial Advisors
Mississippi
$289K +$3.48K +21 +1%
GHAM
943
Gilman Hill Asset Management
Connecticut
$289K
WTC
944
WhitTier Trust Company
Nevada
$288K
WGCA
945
Wolf Group Capital Advisors
Virginia
$287K -$22.3K -135 -7%
RWA
946
Rooted Wealth Advisors
Illinois
$286K +$36.9K +223 +14%
FCA
947
Fortis Capital Advisors
Kansas
$286K -$80K -483 -21%
OA
948
Operose Advisors
Wisconsin
$284K +$15.9K +96 +6%
DE
949
Day & Ennis
Georgia
$284K +$1.32K +8 +0.4%
AAS
950
Annex Advisory Services
Wisconsin
$284K -$249K -1,502 -46%