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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1101
Camelot Portfolios
Ohio
$339K +$19.8K +100 +6%
GWSG
1102
GPS Wealth Strategies Group
Colorado
$339K +$5.33K +27 +2%
R.M. Davis Inc
1103
R.M. Davis Inc
Maine
$338K +$13.8K +70 +4%
HSBC Holdings
1104
HSBC Holdings
United Kingdom
$338K -$57.7K -292 -14%
WhitTier Trust Company
1105
WhitTier Trust Company
Nevada
$338K -$53.7K -272 -13%
Lodestar Private Asset Management
1106
Lodestar Private Asset Management
California
$337K +$988 +5 +0.3%
Daymark Wealth Partners
1107
Daymark Wealth Partners
Ohio
$337K -$198 -1 -0.1%
Burney Company
1108
Burney Company
Virginia
$337K -$19K -96 -5%
C1AG
1109
Client 1st Advisory Group
Florida
$336K – – –
Cadence Bank
1110
Cadence Bank
Mississippi
$335K -$9.28K -47 -3%
Cutler Investment Counsel
1111
Cutler Investment Counsel
Oregon
$333K -$2.77K -14 -0.8%
UFA
1112
Uptown Financial Advisors
Texas
$333K – – –
StoneX Group
1113
StoneX Group
New York
$332K -$298K -1,507 -46%
SIC
1114
Sterling Investment Counsel
New York
$331K +$5.14K +26 +1%
GWM
1115
Grand Wealth Management
Michigan
$330K +$6.12K +31 +2%
Coppell Advisory Solutions
1116
Coppell Advisory Solutions
Texas
$330K +$41.1K +208 +13%
Sapient Capital
1117
Sapient Capital
Indiana
$330K -$52.9K -268 -13%
CCG
1118
Coastwise Capital Group
California
$329K +$13K +66 +4%
Keel Point
1119
Keel Point
Alabama
$328K -$42.7K -216 -11%
BI
1120
Binnacle Investments
Iowa
$327K +$346K +1,753 New
Cidel Asset Management
1121
Cidel Asset Management
Ontario, Canada
$326K -$1.98K -10 -0.6%
Journey Strategic Wealth
1122
Journey Strategic Wealth
New Jersey
$323K -$85.9K -435 -20%
JCM
1123
Jag Capital Management
Missouri
$322K – – –
TIM
1124
Total Investment Management
Arizona
$320K +$198 +1 +0.1%
Evercore Wealth Management
1125
Evercore Wealth Management
New York
$319K – – –