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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
251
Fiduciary Trust
Massachusetts
$848K -$81.4K -663 -9%
CCP
252
Corient Capital Partners
California
$831K -$92.9K -756 -10%
SBSB
253
Sullivan, Bruyette, Speros & Blaney
Virginia
$827K +$14.4K +117 +2%
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$822K -$69.9K -569 -8%
NL
255
NWAM LLC
Washington
$819K +$77.4K +630 +10%
CF
256
Corrigan Financial
Rhode Island
$767K -$49.6K -404 -6%
HCIA
257
Hochman Cole Investment Advisors
Illinois
$750K -$10.2K -83 -1%
TCM
258
Telos Capital Management
California
$737K -$16.1K -131 -2%
Cerity Partners
259
Cerity Partners
New York
$729K +$729K +5,935 New
AF
260
Alerus Financial
North Dakota
$727K -$9.95K -81 -1%
ADL
261
Asset Dedication LLC
California
$717K +$7.62K +62 +1%
EA
262
Edge Advisors
Georgia
$716K +$207K +1,685 +41%
B
263
BancorpSouth
Mississippi
$703K
IB
264
Intrust Bank
Kansas
$681K +$14.4K +117 +2%
TWA
265
TCI Wealth Advisors
Arizona
$680K -$35.3K -287 -5%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$668K -$53.4K -435 -7%
MFS
267
McNamara Financial Services
Massachusetts
$668K +$8.11K +66 +1%
GJIC
268
Gamble Jones Investment Counsel
California
$667K +$2.46K +20 +0.4%
CCA
269
Clearwater Capital Advisors
Illinois
$666K +$207K +1,685 +44%
RC
270
RegentAtlantic Capital
New Jersey
$649K -$85.1K -693 -12%
CAL
271
Capital Analysts LLC
Pennsylvania
$638K -$172K -1,402 -21%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$635K +$206K +1,676 +48%
BF
273
BOK Financial
Oklahoma
$633K +$53.9K +439 +9%
SCA
274
Stillwater Capital Advisors
Pennsylvania
$627K +$74.6K +607 +13%
MWM
275
Mission Wealth Management
California
$609K -$83.9K -683 -12%