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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
276
Roberts, Glore & Co
Illinois
$380K – – –
CB
277
Commerce Bank
Missouri
$370K +$16.3K +149 +5%
TFF
278
The Family Firm
Maryland
$351K +$43.8K +399 +14%
GS
279
Girard Securities
California
$339K -$12.4K -113 -4%
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K -$5.48K -50 -2%
EWMCB
281
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K – – –
SWP
282
Stratos Wealth Partners
Ohio
$314K +$34K +310 +12%
NFG
283
Nations Financial Group
Iowa
$312K +$548 +5 +0.2%
RIA
284
Regal Investment Advisors
Michigan
$312K +$69.5K +634 +29%
Brown Advisory
285
Brown Advisory
Maryland
$303K – – –
RWA
286
Ropes Wealth Advisors
Massachusetts
$299K – – –
WS
287
Wedbush Securities
California
$295K +$292K +2,666 New
WFG
288
Wills Financial Group
Virginia
$292K +$2.41K +22 +0.9%
SC
289
SouthState Corp
Florida
$290K +$40.3K +367 +16%
NP
290
NorthRock Partners
Minnesota
$275K – – –
NAMP
291
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K – – –
GHAM
292
Gilman Hill Asset Management
Connecticut
$271K +$33.5K +305 +14%
LFA
293
Landmark Financial Advisors
Kentucky
$266K – – –
BWM
294
Braver Wealth Management
Massachusetts
$264K – – –
RMCM
295
Reynders McVeigh Capital Management
Massachusetts
$263K – – –
DPI
296
Diversified Portfolios Inc
Michigan
$259K +$658 +6 +0.3%
SBIA
297
Sheaff Brock Investment Advisors
Indiana
$259K +$47.2K +430 +23%
VCM
298
Versant Capital Management
Arizona
$256K -$28.4K -259 -10%
CPSAC
299
Chas P. Smith & Associates (CPS)
Florida
$254K -$44.5K -406 -15%
CBU
300
CIBC Bank USA
Illinois
$247K – – –