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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Karp Capital Management
California
$186K +$104K +1,000 +108%
VC
252
Vestor Capital
Illinois
$174K – – –
SG Americas Securities
253
SG Americas Securities
New York
$161K -$977K -9,418 -85%
EFSCE
254
Enterprise Financial Services Corp (EFSC)
Missouri
$156K -$364K -3,511 -69%
W
255
Wealthfront
California
$148K -$75.3K -726 -32%
TC
256
Trust Company
Kansas
$146K +$37.9K +365 +32%
CAL
257
Capital Advisors Ltd
Ohio
$113K – – –
RWM
258
Raffa Wealth Management
District of Columbia
$111K +$79.1K +762 +197%
WEC
259
Winslow Evans & Crocker
Massachusetts
$109K – – –
PSUF
260
People's United Financial
Connecticut
$108K +$9.34K +90 +9%
OC
261
Oakworth Capital
Alabama
$102K – – –
Simplex Trading
262
Simplex Trading
Illinois
$96K +$104K +1,000 New
SFPM
263
Sensible Financial Planning & Management
Massachusetts
$93K -$5.5K -53 -5%
CLOS
264
Compagnie Lombard Odier SCmA
Switzerland
$89K – – –
NSIM
265
North Star Investment Management
Illinois
$87K +$9.23K +89 +11%
LYV
266
Live Your Vision
Pennsylvania
$84K +$90.4K +871 New
FWM
267
Focused Wealth Management
New York
$79K -$33.7K -325 -29%
PSI
268
Pinnacle Summer Investments
Virginia
$79K – – –
SSB
269
Sandy Spring Bank
Maryland
$77K -$20.8K -200 -20%
JWA
270
JFS Wealth Advisors
Pennsylvania
$77K – – –
CCS
271
Crosspoint Capital Strategies
California
$70K +$75K +723 New
MA
272
MUFG Americas
New York
$64K +$68.2K +657 New
PMFA
273
Plante Moran Financial Advisors
Michigan
$62K +$14.5K +140 +28%
RIA
274
Regal Investment Advisors
Michigan
$61K +$10.3K +99 +18%
Lazard Asset Management
275
Lazard Asset Management
New York
$59K – – –