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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
1051
Stock Yards Bank & Trust
Kentucky
$300K -$37.1K -201 -11%
CWM
1052
Connecticut Wealth Management
Connecticut
$300K -$2.22K -12 -0.7%
AC
1053
Annandale Capital
Texas
$299K +$303K +1,640 New
MCM
1054
Mattern Capital Management
Colorado
$299K – – –
WJA
1055
Willis Johnson & Associates
Texas
$298K +$14.6K +79 +5%
LF
1056
Lantz Financial
Illinois
$298K +$301K +1,630 New
S
1057
SignatureFD
Georgia
$296K +$13.5K +73 +5%
UL
1058
Unionview LLC
Washington
$296K – – –
VFA
1059
Voya Financial Advisors
Connecticut
$296K +$3.33K +18 +1%
AWA
1060
Amplius Wealth Advisors
Pennsylvania
$296K +$554 +3 +0.2%
BWM
1061
Benchmark Wealth Management
Connecticut
$296K – – –
CAS
1062
Coppell Advisory Solutions
Texas
$295K +$299K +1,616 New
SG
1063
StoneX Group
New York
$292K +$295K +1,595 New
PCH
1064
PGIM Custom Harvest
New Jersey
$292K -$106K -573 -26%
BIP
1065
Brandes Investment Partners
California
$291K -$437K -2,365 -60%
CI
1066
Ceera Investments
Texas
$290K – – –
PCG
1067
Prosperity Consulting Group
Maryland
$289K – – –
GLA
1068
Good Life Advisors
Pennsylvania
$289K +$3.69K +20 +1%
RC
1069
Rovin Capital
Arizona
$289K – – –
1SB
1070
1ST Source Bank
Indiana
$289K – – –
JWM
1071
JPL Wealth Management
Colorado
$287K -$9.61K -52 -3%
BWP
1072
Barlow Wealth Partners
Kentucky
$283K – – –
GJWM
1073
Gilliland Jeter Wealth Management
Arkansas
$283K +$2.4K +13 +0.8%
BF
1074
Blankinship & Foster
California
$283K – – –
FA
1075
Faithward Advisors
Pennsylvania
$281K -$1.55M -8,417 -85%