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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Magnus Financial Group
New York
$1.94M +$283K +2,175 +17%
KeyBank National Association
227
KeyBank National Association
Ohio
$1.93M -$11.6K -89 -0.6%
LFG
228
Larson Financial Group
Missouri
$1.93M -$23.5K -181 -1%
MJRIC
229
Mogy Joel R Investment Counsel
California
$1.92M -$97.5K -750 -5%
GC
230
Gibson Capital
Pennsylvania
$1.91M +$121K +930 +7%
BPA
231
Beacon Pointe Advisors
California
$1.9M +$1.16M +8,884 +157%
CPIG
232
Chicago Partners Investment Group
Illinois
$1.87M +$8.58K +66 +0.5%
WP
233
WealthShield Partners
North Carolina
$1.86M
EWM
234
Empirical Wealth Management
Washington
$1.76M +$1M +7,691 +133%
PIMG
235
Patriot Investment Management Group
Tennessee
$1.75M -$87.9K -676 -5%
EWA
236
Exencial Wealth Advisors
Oklahoma
$1.74M +$4.03K +31 +0.2%
M&T Bank
237
M&T Bank
New York
$1.72M +$16.9K +130 +1%
GBT
238
Grove Bank & Trust
Florida
$1.71M +$38.6K +297 +2%
BSB
239
Bangor Savings Bank
Maine
$1.7M +$38.2K +294 +2%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1.69M
MPW
241
MA Private Wealth
California
$1.67M -$995K -7,653 -37%
DC
242
Davenport & Co
Virginia
$1.66M +$71.7K +551 +5%
HB
243
Homrich & Berg
Georgia
$1.66M -$5.46K -42 -0.3%
CANC
244
Culbertson A N & Co
Virginia
$1.65M -$15.6K -120 -0.9%
PFPT
245
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.62M -$131K -1,009 -8%
RWA
246
Redhawk Wealth Advisors
Minnesota
$1.61M -$155K -1,194 -9%
MCP
247
Mirador Capital Partners
California
$1.61M -$18.1K -139 -1%
CAAS
248
Capital Asset Advisory Services
Michigan
$1.6M -$488K -3,750 -23%
Renaissance Technologies
249
Renaissance Technologies
New York
$1.58M +$325K +2,500 +26%
WFPG
250
Waller Financial Planning Group
Ohio
$1.58M -$79.3K -610 -5%