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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$282K -$88.9K -872 -23%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$272K +$90.1K +883 +47%
GLRA
253
Gerald L. Ray & Associates
Texas
$265K
WFG
254
Wills Financial Group
Virginia
$259K +$4.69K +46 +2%
IWMPD
255
Integrated Wealth Management (Palm Desert)
California
$257K -$90.9K -891 -25%
BFPW
256
BOK Financial Private Wealth
Colorado
$255K
GS
257
Girard Securities
California
$255K +$262K +2,567 New
PTC
258
Private Trust Company
Ohio
$252K -$20.7K -203 -7%
CFSG
259
Community Financial Services Group
Vermont
$251K
NAMP
260
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$244K
SC
261
SouthState Corp
Florida
$234K
DPI
262
Diversified Portfolios Inc
Michigan
$230K
AllianceBernstein
263
AllianceBernstein
Tennessee
$229K +$237K +2,319 New
RMCM
264
Reynders McVeigh Capital Management
Massachusetts
$227K
NFG
265
Next Financial Group
Texas
$220K +$102 +1 +0%
CB
266
Commerce Bank
Missouri
$220K +$228K +2,231 New
FWM
267
Frontier Wealth Management
Missouri
$217K +$224K +2,201 New
CCA
268
Checchi Capital Advisers
California
$213K -$35.1K -344 -14%
GHAM
269
Gilman Hill Asset Management
Connecticut
$212K +$219K +2,145 New
AG
270
Appleton Group
Wisconsin
$212K +$219K +2,150 New
ASN
271
Advisory Services Network
Georgia
$210K +$217K +2,125 New
FANJ
272
Financial Architects (New Jersey)
New Jersey
$208K +$215K +2,108 New
BB
273
Bell Bank
North Dakota
$205K
VCM
274
Versant Capital Management
Arizona
$189K +$196K +1,917 New
VC
275
Vestor Capital
Illinois
$178K