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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
226
BOK Financial
Oklahoma
$243K +$235K +2,217 New
ST
227
Sageworth Trust
Pennsylvania
$241K – – –
DAS
228
Dynamic Advisor Solutions
Arizona
$231K – – –
BB
229
Bell Bank
North Dakota
$227K – – –
VNA
230
Valley National Advisers
Pennsylvania
$226K +$5.84K +55 +3%
AG
231
Appleton Group
Wisconsin
$218K -$3.72K -35 -2%
Barclays
232
Barclays
United Kingdom
$216K +$186K +1,748 +777%
BWFM
233
Bridgewater Wealth & Financial Management
Maryland
$215K – – –
JA
234
JOYN Advisors
Georgia
$210K +$106 +1 +0.1%
GHAM
235
Gilman Hill Asset Management
Connecticut
$210K +$204K +1,920 New
LFA
236
Landmark Financial Advisors
Kentucky
$208K +$202K +1,900 New
CB
237
Commerce Bank
Missouri
$207K +$200K +1,888 New
VIA
238
Vantage Investment Advisors
Pennsylvania
$193K +$186K +1,752 +12,514%
CAL
239
Capital Advisors Ltd
Ohio
$128K – – –
WEC
240
Winslow Evans & Crocker
Massachusetts
$124K – – –
ST
241
Smithfield Trust
Pennsylvania
$121K – – –
AllianceBernstein
242
AllianceBernstein
Tennessee
$117K – – –
OC
243
Oakworth Capital
Alabama
$113K – – –
SSB
244
Sandy Spring Bank
Maryland
$111K – – –
FWM
245
Focused Wealth Management
New York
$110K +$15.9K +150 +18%
KCM
246
Karp Capital Management
California
$101K – – –
PSI
247
Pinnacle Summer Investments
Virginia
$93K – – –
AC
248
Alexandria Capital
Virginia
$90K -$4.14K -39 -5%
NSIM
249
North Star Investment Management
Illinois
$89K – – –
JWA
250
JFS Wealth Advisors
Pennsylvania
$87K -$4.04K -38 -5%