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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
276
The Family Firm
Maryland
$351K +$43.8K +399 +14%
GS
277
Girard Securities
California
$339K -$12.4K -113 -4%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$328K -$25.2M -229,745 -99%
PJSIMP
279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K -$5.48K -50 -2%
EWMCB
280
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K
SWP
281
Stratos Wealth Partners
Ohio
$314K +$34K +310 +12%
NFG
282
Nations Financial Group
Iowa
$312K +$548 +5 +0.2%
RIA
283
Regal Investment Advisors
Michigan
$312K +$69.5K +634 +29%
Brown Advisory
284
Brown Advisory
Maryland
$303K
RWA
285
Ropes Wealth Advisors
Massachusetts
$299K
WS
286
Wedbush Securities
California
$295K +$292K +2,666 New
WFG
287
Wills Financial Group
Virginia
$292K +$2.41K +22 +0.9%
SC
288
SouthState Corp
Florida
$290K +$40.3K +367 +16%
NP
289
NorthRock Partners
Minnesota
$275K
NAMP
290
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K
GHAM
291
Gilman Hill Asset Management
Connecticut
$271K +$33.5K +305 +14%
LFA
292
Landmark Financial Advisors
Kentucky
$266K
BWM
293
Braver Wealth Management
Massachusetts
$264K
RMCM
294
Reynders McVeigh Capital Management
Massachusetts
$263K
DPI
295
Diversified Portfolios Inc
Michigan
$259K +$658 +6 +0.3%
SBIA
296
Sheaff Brock Investment Advisors
Indiana
$259K +$47.2K +430 +23%
VCM
297
Versant Capital Management
Arizona
$256K -$28.4K -259 -10%
CBU
298
CIBC Bank USA
Illinois
$247K
ISL
299
Ingalls & Snyder LLC
New York
$247K
PTC
300
Private Trust Company
Ohio
$245K -$5.59K -51 -2%