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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Advisors Ltd
Ohio
$126K
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$126K +$128K +1,166 New
FWM
253
Focused Wealth Management
New York
$123K +$14.4K +131 +13%
TC
254
Trust Company
Kansas
$123K +$125K +1,140 New
WEC
255
Winslow Evans & Crocker
Massachusetts
$122K
OC
256
Oakworth Capital
Alabama
$112K
PSUF
257
People's United Financial
Connecticut
$110K +$41.6K +379 +59%
SFPM
258
Sensible Financial Planning & Management
Massachusetts
$109K +$111K +1,011 New
SSB
259
Sandy Spring Bank
Maryland
$108K -$1.32K -12 -1%
IFA
260
Interactive Financial Advisors
Illinois
$102K +$25.3K +231 +32%
KCM
261
Karp Capital Management
California
$100K
CLOS
262
Compagnie Lombard Odier SCmA
Switzerland
$99K +$100K +915 New
VIA
263
Vantage Investment Advisors
Pennsylvania
$95K -$96.9K -883 -50%
NSIM
264
North Star Investment Management
Illinois
$88K
PSI
265
Pinnacle Summer Investments
Virginia
$87K -$4.06K -37 -4%
JWA
266
JFS Wealth Advisors
Pennsylvania
$86K
AC
267
Alexandria Capital
Virginia
$73K -$15.9K -145 -18%
Lazard Asset Management
268
Lazard Asset Management
New York
$65K
MWP
269
MYCIO Wealth Partners
Pennsylvania
$65K +$110 +1 +0.2%
TIM
270
Tortoise Investment Management
New York
$59K
RIA
271
Regal Investment Advisors
Michigan
$58K -$1.54K -14 -3%
PMFA
272
Plante Moran Financial Advisors
Michigan
$54K
TF
273
Tompkins Financial
New York
$54K
AWS
274
Aris Wealth Services
Pennsylvania
$46K +$1.32K +12 +3%
BC
275
Bartlett & Co
Ohio
$43K