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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
1051
Diversified Trust
Tennessee
$206K +$216K +1,290 New
FCH
1052
Freestone Capital Holdings
Washington
$206K
RMDI
1053
R.M. Davis Inc
Maine
$205K
TDC
1054
Thompson Davis & Co
Virginia
$205K -$38.3K -229 -15%
FLA
1055
Financial Life Advisors
Texas
$204K
BIP
1056
Brandes Investment Partners
California
$204K +$214K +1,278 New
LPAM
1057
Lodestar Private Asset Management
California
$204K +$3.34K +20 +2%
AA
1058
Addison Advisors
Vermont
$203K -$21.7K -130 -9%
SCA
1059
Sage Capital Advisors
South Dakota
$203K +$836 +5 +0.4%
OFS
1060
OneAscent Financial Services
Alabama
$203K +$213K +1,275 New
CA
1061
Claro Advisors
Massachusetts
$203K -$20.2K -121 -9%
WA
1062
Wealth Advisors
California
$203K
WPA
1063
West Paces Advisors
Georgia
$202K -$39.5K -236 -16%
RBC
1064
Romano Brothers & Co
Illinois
$201K
SFC
1065
Strategic Financial Concepts
Texas
$200K -$6.69K -40 -3%
BWL
1066
Bogart Wealth LLC
Virginia
$199K +$77.7K +465 +60%
KFI
1067
Key Financial Inc
Pennsylvania
$197K
GWMI
1068
Guardian Wealth Management (Illinois)
Illinois
$197K +$5.85K +35 +3%
NS
1069
NBC Securities
Alabama
$184K +$194K +1,158 New
CPG
1070
Cornerstone Planning Group
New Jersey
$181K -$26.4K -158 -12%
IF
1071
Integrity Financial
Wyoming
$180K +$4.01K +24 +2%
FMTCOCP
1072
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$178K +$89.8K +537 +92%
Kayne Anderson Rudnick Investment Management
1073
Kayne Anderson Rudnick Investment Management
California
$176K +$43.3K +259 +31%
AIC
1074
Archer Investment Corporation
Indiana
$172K
NRC
1075
New Republic Capital
North Carolina
$170K