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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
251
White Lighthouse Investment Management
Massachusetts
$4.56M +$99K +623 +2%
AllianceBernstein
252
AllianceBernstein
Tennessee
$4.56M -$751K -4,729 -13%
VIA
253
Vickerman Investment Advisors
Washington
$4.51M +$185K +1,163 +4%
First Manhattan
254
First Manhattan
New York
$4.5M +$327K +2,057 +7%
LSA
255
Lansing Street Advisors
Pennsylvania
$4.46M +$383K +2,414 +8%
MWA
256
Monograph Wealth Advisors
California
$4.36M
EP
257
Eudaimonia Partners
Tennessee
$4.27M +$329K +2,073 +7%
MMA
258
Miracle Mile Advisors
California
$4.26M +$2.7K +17 +0.1%
SFG
259
SNS Financial Group
Minnesota
$4.25M -$163K -1,029 -3%
MCM
260
Manchester Capital Management
Vermont
$4.2M -$467K -2,938 -9%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$4.18M -$170K -1,071 -4%
EFG
262
Everhart Financial Group
Ohio
$4.17M +$1.53M +9,630 +49%
CA
263
CGN Advisors
Kansas
$4.14M +$209K +1,317 +5%
CWM
264
Capital Wealth Management
Rhode Island
$4.13M +$17.8K +112 +0.4%
LFS
265
Lutz Financial Services
Nebraska
$4.11M -$239K -1,507 -5%
CWA
266
Cornerstone Wealth Advisors
Minnesota
$4.09M -$68.9K -434 -1%
PMFA
267
Plante Moran Financial Advisors
Michigan
$4.02M +$2.43M +15,318 +121%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$3.98M -$377K -2,372 -8%
WT
269
Whittier Trust
California
$3.94M +$439K +2,765 +11%
CWM
270
Chemistry Wealth Management
New York
$3.93M +$119K +749 +3%
Cerity Partners
271
Cerity Partners
New York
$3.92M +$1.23M +7,760 +40%
SPC
272
Sigma Planning Corp
Michigan
$3.87M -$144K -909 -3%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87M -$74.7K -470 -2%
DC
274
Davenport & Co
Virginia
$3.83M +$15.4K +97 +0.4%
H
275
HoyleCohen
California
$3.82M +$1.17M +7,335 +38%