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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
251
Silvia McColl Wealth Management
California
$6.95M +$116K +711 +2%
Brown Advisory
252
Brown Advisory
Maryland
$6.89M +$429K +2,629 +7%
SIA
253
Spectrum Investment Advisors
Wisconsin
$6.87M +$6.24M +38,196 New
AllianceBernstein
254
AllianceBernstein
Tennessee
$6.84M +$388K +2,377 +7%
NHC
255
Nicholas Hoffman & Company
Georgia
$6.75M -$5.43M -33,245 -47%
CM
256
Cornerstone Management
Georgia
$6.69M -$490K -3,004 -7%
AIS
257
American Investment Services
Massachusetts
$6.66M -$57.1K -350 -0.9%
ST
258
Spinnaker Trust
Maine
$6.61M -$38K -233 -0.6%
CC
259
Courier Capital
New York
$6.6M -$97.6K -598 -2%
BI
260
Berkeley Inc
Idaho
$6.56M -$326K -1,996 -5%
EWA
261
EP Wealth Advisors
California
$6.55M +$1.31M +8,007 +28%
NFW
262
Noble Family Wealth
Florida
$6.42M +$46.5K +285 +0.8%
TPI
263
Trust Point Inc
Wisconsin
$6.39M +$5.8M +35,506 New
NJIM
264
Nabity-Jensen Investment Management
Nebraska
$6.33M +$5.74M +35,164 New
First Manhattan
265
First Manhattan
New York
$6.32M +$60.9K +373 +1%
GCM
266
Granby Capital Management
Florida
$6.3M
RFA
267
RTD Financial Advisors
Pennsylvania
$6.27M -$301K -1,845 -5%
AWA
268
Arbor Wealth Advisors
Michigan
$6.25M +$5.67M +34,736 New
BRWA
269
B. Riley Wealth Advisors
Florida
$6.21M -$882K -5,402 -14%
DC
270
Davenport & Co
Virginia
$6.19M +$581K +3,558 +12%
QWP
271
Quotient Wealth Partners
Texas
$6.1M +$5.53M +33,875 New
VCAM
272
Van Cleef Asset Management
Ohio
$6.02M -$79K -484 -1%
LIA
273
LifePlan Investment Advisors
North Carolina
$6M +$144K +880 +3%
AWE
274
Avidian Wealth Enterprises
Texas
$5.99M -$1.31M -7,996 -19%
JIC
275
Joel Isaacson & Co
New York
$5.98M +$300K +1,836 +6%