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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$270K -$5.16K -47 -2%
SC
227
SouthState Corp
Florida
$266K +$11.3K +103 +4%
NAMP
228
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$261K +$266K +2,425 New
FA
229
FDx Advisors
Illinois
$257K +$262K +2,387 New
SS
230
Simplicity Solutions
Minnesota
$256K -$86.5K -788 -25%
KA
231
Kovack Advisors
Florida
$255K +$10.5K +96 +4%
BDF
232
Balasa Dinverno & Foltz
$248K +$7.46K +68 +3%
NFG
233
Next Financial Group
Texas
$247K -$11K -100 -4%
DPI
234
Diversified Portfolios Inc
Michigan
$247K – – –
W
235
Wealthfront
California
$243K +$246K +2,241 +14,940%
WCM
236
Wealthcare Capital Management
Virginia
$242K – – –
BF
237
BOK Financial
Oklahoma
$239K – – –
ST
238
Sageworth Trust
Pennsylvania
$238K – – –
WFG
239
Wills Financial Group
Virginia
$237K +$215K +1,957 New
BB
240
Bell Bank
North Dakota
$224K – – –
DIP
241
DT Investment Partners
Pennsylvania
$224K +$228K +2,078 New
VNA
242
Valley National Advisers
Pennsylvania
$223K – – –
AG
243
Appleton Group
Wisconsin
$218K +$3.07K +28 +1%
CB
244
Commerce Bank
Missouri
$213K +$9.55K +87 +5%
Barclays
245
Barclays
United Kingdom
$212K – – –
BWFM
246
Bridgewater Wealth & Financial Management
Maryland
$212K – – –
GHAM
247
Gilman Hill Asset Management
Connecticut
$207K – – –
JA
248
JOYN Advisors
Georgia
$207K – – –
LFA
249
Landmark Financial Advisors
Kentucky
$204K – – –
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$197K -$50.1K -457 -20%