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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
951
Altiora Financial Group
Ohio
$567K -$205K -1,000 -26%
ANBT
952
American National Bank & Trust
Texas
$562K +$215K +1,047 +58%
PTC
953
Private Trust Company
Ohio
$560K -$17.4K -85 -3%
CTA
954
Camelot Technology Advisors
California
$560K -$4.93K -24 -0.8%
HIP
955
HUB Investment Partners
Texas
$560K -$65.7K -320 -10%
KWAG
956
Kiely Wealth Advisory Group
North Carolina
$558K +$1.23K +6 +0.2%
TVAMP
957
Tennessee Valley Asset Management Partners
Tennessee
$555K -$16.4K -80 -3%
SW
958
SVB Wealth
Massachusetts
$555K +$575K +2,802 New
TSWM
959
Tyler-Stone Wealth Management
Ohio
$554K +$2.26K +11 +0.4%
EPM
960
Elm Partners Management
Pennsylvania
$553K +$3.08K +15 +0.5%
GGI
961
Godsey & Gibb Inc
Virginia
$553K
BlackRock
962
BlackRock
New York
$553K +$397K +1,934 +226%
RMA
963
Roffman Miller Associates
Pennsylvania
$552K -$32K -156 -5%
EFL
964
ERn Financial LLC
Wisconsin
$549K
TWA
965
TCI Wealth Advisors
Arizona
$549K -$73.5K -358 -11%
EAM
966
Empirical Asset Management
Massachusetts
$548K
MAM
967
MWA Asset Management
Massachusetts
$545K -$4.11K -20 -0.7%
AF
968
Apollon Financial
South Carolina
$540K +$10.3K +50 +2%
KF
969
K2 Financial
California
$540K +$562K +2,740 New
WAG
970
Windsor Advisory Group
Ohio
$539K
FFS
971
Founders Financial Securities
Maryland
$539K -$26.5K -129 -5%
AWM
972
Aviso Wealth Management
Washington
$537K
GP
973
Greenline Partners
New York
$537K +$10.1K +49 +2%
PW
974
Potentia Wealth
California
$537K +$556K +2,709 New
PSB
975
Passumpsic Savings Bank
Vermont
$536K +$23.4K +114 +4%