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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Keel Point
926
Keel Point
Alabama
$301K +$65.6K +396 +26%
SWA
927
Sightline Wealth Advisors
Connecticut
$299K +$312K +1,884 New
MIM
928
Marco Investment Management
Georgia
$298K – – –
Kanawha Capital Management
929
Kanawha Capital Management
Virginia
$298K – – –
Root Financial Partners
930
Root Financial Partners
California
$297K +$310K +1,872 New
DI
931
DAGCO Inc
Ohio
$297K -$17.9K -108 -5%
MMHP
932
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
C1AG
933
Client 1st Advisory Group
Florida
$295K +$8.44K +51 +3%
Kayne Anderson Rudnick Investment Management
934
Kayne Anderson Rudnick Investment Management
California
$294K -$1.53M -9,239 -83%
Capital Advisors Ltd
935
Capital Advisors Ltd
Ohio
$294K – – –
Twin Focus Capital Partners
936
Twin Focus Capital Partners
Massachusetts
$294K – – –
OFS
937
Oldfather Financial Services
Nebraska
$293K -$88.1K -532 -22%
AFO
938
Arrowroot Family Office
California
$293K +$305K +1,844 New
HAS
939
Holland Advisory Services
Florida
$292K -$36.6K -221 -11%
Good Life Advisors
940
Good Life Advisors
Pennsylvania
$292K -$88.2K -533 -22%
AJ Wealth Strategies
941
AJ Wealth Strategies
New York
$291K +$331 +2 +0.1%
Principal Financial Group
942
Principal Financial Group
Iowa
$290K -$286K -1,725 -49%
PB
943
Pinnacle Bancorp
Nebraska
$289K -$12.6K -76 -4%
BPFA
944
Barnes Pettey Financial Advisors
Mississippi
$289K +$3.48K +21 +1%
Gilman Hill Asset Management
945
Gilman Hill Asset Management
Connecticut
$289K – – –
WhitTier Trust Company
946
WhitTier Trust Company
Nevada
$288K – – –
WGCA
947
Wolf Group Capital Advisors
Virginia
$287K -$22.3K -135 -7%
RWA
948
Rooted Wealth Advisors
Illinois
$286K +$36.9K +223 +14%
Fortis Capital Advisors
949
Fortis Capital Advisors
Kansas
$286K -$80K -483 -21%
OA
950
Operose Advisors
Wisconsin
$284K +$15.9K +96 +6%