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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Gupta Wealth Management
California
$289K +$2.96K +29 +1%
EWMCB
252
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K +$31.3K +307 +12%
Brown Advisory
253
Brown Advisory
Maryland
$282K -$88.9K -872 -23%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$272K +$90.1K +883 +47%
GLRA
255
Gerald L. Ray & Associates
Texas
$265K – – –
WFG
256
Wills Financial Group
Virginia
$259K +$4.69K +46 +2%
IWMPD
257
Integrated Wealth Management (Palm Desert)
California
$257K -$90.9K -891 -25%
BFPW
258
BOK Financial Private Wealth
Colorado
$255K – – –
GS
259
Girard Securities
California
$255K +$262K +2,567 New
PTC
260
Private Trust Company
Ohio
$252K -$20.7K -203 -7%
CFSG
261
Community Financial Services Group
Vermont
$251K – – –
NAMP
262
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$244K – – –
SC
263
SouthState Corp
Florida
$234K – – –
DPI
264
Diversified Portfolios Inc
Michigan
$230K – – –
AllianceBernstein
265
AllianceBernstein
Tennessee
$229K +$237K +2,319 New
RMCM
266
Reynders McVeigh Capital Management
Massachusetts
$227K – – –
NFG
267
Next Financial Group
Texas
$220K +$102 +1 +0%
CB
268
Commerce Bank
Missouri
$220K +$228K +2,231 New
FWM
269
Frontier Wealth Management
Missouri
$217K +$224K +2,201 New
CCA
270
Checchi Capital Advisers
California
$213K -$35.1K -344 -14%
GHAM
271
Gilman Hill Asset Management
Connecticut
$212K +$219K +2,145 New
AG
272
Appleton Group
Wisconsin
$212K +$219K +2,150 New
ASN
273
Advisory Services Network
Georgia
$210K +$217K +2,125 New
WA
274
WBH Advisory
Maryland
$209K +$3.88K +38 +2%
FANJ
275
Financial Architects (New Jersey)
New Jersey
$208K +$215K +2,108 New