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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1026
American National Bank & Trust
Texas
$329K +$81.8K +443 +33%
MAG
1027
Mayfair Advisory Group
Alabama
$324K +$59.7K +323 +23%
OPPS
1028
Obsidian Personal Planning Solutions
Maryland
$324K – – –
SBIA
1029
Sheaff Brock Investment Advisors
Indiana
$322K -$36.9K -200 -10%
CAM
1030
Cidel Asset Management
Ontario, Canada
$321K -$25.9K -140 -7%
HIGP
1031
Hill Investment Group Partners
Missouri
$321K +$1.11K +6 +0.4%
GWM
1032
Grand Wealth Management
Michigan
$320K – – –
WCM
1033
Weik Capital Management
Pennsylvania
$319K – – –
TIM
1034
Total Investment Management
Arizona
$319K +$5.73K +31 +2%
SIC
1035
Sterling Investment Counsel
New York
$318K -$185 -1 -0.1%
JCM
1036
Jag Capital Management
Missouri
$316K -$11.3K -61 -3%
TFGT
1037
TS Financial Group (TSFG)
Illinois
$315K -$13.3K -72 -4%
CFP
1038
Cascade Financial Partners
California
$314K +$12K +65 +4%
WWWM
1039
White Wing Wealth Management
Texas
$314K -$1.25M -6,747 -80%
CWA
1040
CM Wealth Advisors
Ohio
$314K – – –
ACA
1041
Aptus Capital Advisors
Alabama
$314K -$1.07M -5,793 -77%
HGERS
1042
Householder Group Estate & Retirement Specialist
Arizona
$311K -$7.57K -41 -2%
LL
1043
LPWM LLC
Minnesota
$310K +$185 +1 +0.1%
HBW
1044
Hazlett, Burt & Watson
West Virginia
$310K – – –
MIM
1045
Marco Investment Management
Georgia
$305K -$46K -249 -13%
PWMAG
1046
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$32.5K +176 +12%
CRC
1047
Curi RMB Capital
Illinois
$304K -$19.6K -106 -6%
LAM
1048
Lakewood Asset Management
Illinois
$303K +$6.28K +34 +2%
MA
1049
MAS Advisors
Florida
$301K -$2.06M -11,140 -87%
KCM
1050
Kanawha Capital Management
Virginia
$301K -$38.1K -206 -11%