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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
226
Newman Dignan & Sheerar Inc
Rhode Island
$1.84M -$11.4K -81 -0.6%
AI
227
Atria Investments
North Carolina
$1.84M +$489K +3,487 +36%
FUBT
228
First United Bank & Trust
Maryland
$1.83M +$46.1K +329 +3%
CAN
229
Cetera Advisor Networks
California
$1.83M +$1.85M +13,159 New
M&T Bank
230
M&T Bank
New York
$1.76M -$32.3K -230 -2%
PFPT
231
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73M +$260K +1,857 +18%
CCM
232
Condor Capital Management
New Jersey
$1.72M -$69.7K -497 -4%
CPIG
233
Chicago Partners Investment Group
Illinois
$1.7M +$26.8K +191 +1%
FWP
234
FAS Wealth Partners
Kansas
$1.69M +$12.8K +91 +0.8%
FHC
235
First Heartland Consultants
Missouri
$1.64M – – –
GBT
236
Grove Bank & Trust
Florida
$1.59M +$98.3K +701 +7%
DIA
237
Davidson Investment Advisors
Montana
$1.59M – – –
CG
238
CFO4Life Group
Texas
$1.59M – – –
BSB
239
Bangor Savings Bank
Maine
$1.55M +$51.9K +370 +3%
CB
240
Commerce Bank
Missouri
$1.49M +$73.2K +522 +5%
GC
241
Gilbert & Cook
Iowa
$1.49M -$18.2K -130 -1%
FA
242
FDx Advisors
Illinois
$1.48M +$48.5K +346 +3%
RC
243
Roundview Capital
New Jersey
$1.46M +$224K +1,600 +18%
QCG
244
Quadrant Capital Group
Ohio
$1.43M -$165K -1,179 -10%
DC
245
Davenport & Co
Virginia
$1.4M +$22.7K +162 +2%
AR
246
Advisory Research
Illinois
$1.4M +$998K +7,120 +244%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$1.37M +$234K +1,667 +20%
V
248
Veritable
Delaware
$1.36M – – –
TW
249
Transform Wealth
Colorado
$1.35M – – –
First Manhattan
250
First Manhattan
New York
$1.34M – – –