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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
251
Vestor Capital
Illinois
$194K +$197K +1,798 New
WA
252
Waverly Advisors
Alabama
$135K +$138K +1,254 New
CAL
253
Capital Advisors Ltd
Ohio
$126K – – –
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$126K +$128K +1,166 New
FWM
255
Focused Wealth Management
New York
$123K +$14.4K +131 +13%
TC
256
Trust Company
Kansas
$123K +$125K +1,140 New
WEC
257
Winslow Evans & Crocker
Massachusetts
$122K – – –
OC
258
Oakworth Capital
Alabama
$112K – – –
PSUF
259
People's United Financial
Connecticut
$110K +$41.6K +379 +59%
SFPM
260
Sensible Financial Planning & Management
Massachusetts
$109K +$111K +1,011 New
SSB
261
Sandy Spring Bank
Maryland
$108K -$1.32K -12 -1%
IFA
262
Interactive Financial Advisors
Illinois
$102K +$25.3K +231 +32%
KCM
263
Karp Capital Management
California
$100K – – –
CLOS
264
Compagnie Lombard Odier SCmA
Switzerland
$99K +$100K +915 New
VIA
265
Vantage Investment Advisors
Pennsylvania
$95K -$96.9K -883 -50%
NSIM
266
North Star Investment Management
Illinois
$88K – – –
PSI
267
Pinnacle Summer Investments
Virginia
$87K -$4.06K -37 -4%
JWA
268
JFS Wealth Advisors
Pennsylvania
$86K – – –
AC
269
Alexandria Capital
Virginia
$73K -$15.9K -145 -18%
Lazard Asset Management
270
Lazard Asset Management
New York
$65K – – –
MWP
271
MYCIO Wealth Partners
Pennsylvania
$65K +$110 +1 +0.2%
TIM
272
Tortoise Investment Management
New York
$59K – – –
RIA
273
Regal Investment Advisors
Michigan
$58K -$1.54K -14 -3%
PMFA
274
Plante Moran Financial Advisors
Michigan
$54K – – –
TF
275
Tompkins Financial
New York
$54K – – –