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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Stratos Wealth Advisors
Ohio
$3.04M +$2.22M +17,191 +410%
LIA
252
LS Investment Advisors
Michigan
$3.02M +$2.19K +17 +0.1%
Fiera Capital (Canada)
253
Fiera Capital (Canada)
Quebec, Canada
$2.96M +$1.77M +13,724 +193%
MAFM
254
Mid Atlantic Financial Management
Pennsylvania
$2.96M -$5.03K -39 -0.2%
MCM
255
Manchester Capital Management
Vermont
$2.96M
ZC
256
Zeit Capital
Colorado
$2.94M +$2.67M +20,690 New
CPIG
257
Chicago Partners Investment Group
Illinois
$2.89M -$31.9K -247 -1%
DSC
258
Duncker Streett & Co
Missouri
$2.89M +$231K +1,792 +10%
First Trust Advisors
259
First Trust Advisors
Illinois
$2.78M +$2.52M +19,572 New
EFG
260
Everhart Financial Group
Ohio
$2.76M +$2.51M +19,433 New
WLIM
261
White Lighthouse Investment Management
Massachusetts
$2.75M +$93.7K +726 +4%
TI
262
Truepoint Inc
Ohio
$2.7M -$209K -1,621 -8%
AAP
263
Arax Advisory Partners
Colorado
$2.7M -$31.9K -247 -1%
MAS
264
Managed Account Services
Florida
$2.69M -$57.8K -448 -2%
IWM
265
IHT Wealth Management
Illinois
$2.68M -$25.9K -201 -1%
UB
266
UMB Bank
Missouri
$2.68M -$1.1M -8,528 -31%
NNP
267
Nachman Norwood & Parrott
South Carolina
$2.67M +$108K +838 +5%
FAIM
268
Financial Advocates Investment Management
Washington
$2.67M +$444K +3,444 +23%
BJL
269
Brighton Jones LLC
Washington
$2.65M +$968K +7,501 +68%
ASN
270
Advisory Services Network
Georgia
$2.63M +$407K +3,154 +21%
GCA
271
Gradient Capital Advisors
California
$2.6M -$39.9K -309 -2%
DY
272
Dowling & Yahnke
California
$2.59M -$344K -2,666 -13%
BSB
273
Bangor Savings Bank
Maine
$2.58M +$263K +2,042 +13%
EGA
274
E&G Advisors
Texas
$2.58M +$207K +1,603 +10%
CAMG
275
CWA Asset Management Group
Florida
$2.57M +$40.9K +317 +2%