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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
276
Asset Dedication LLC
California
$1.3M -$181K -1,413 -12%
WI
277
WrapManager Inc
California
$1.3M -$114K -891 -8%
AR
278
Advisory Research
Illinois
$1.29M – – –
NDSI
279
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$145K -1,131 -10%
CA
280
Cetera Advisors
Colorado
$1.26M +$68.6K +536 +6%
FUBT
281
First United Bank & Trust
Maryland
$1.25M -$95.2K -744 -7%
SWM
282
SVA Wealth Management
Wisconsin
$1.24M -$53.2K -416 -4%
First Manhattan
283
First Manhattan
New York
$1.24M -$10.9K -85 -0.9%
BCM
284
BTC Capital Management
Iowa
$1.23M -$3.84K -30 -0.3%
IWA
285
Intercontinental Wealth Advisors
Texas
$1.22M – – –
BRWA
286
B. Riley Wealth Advisors
Florida
$1.22M +$132K +1,030 +12%
CI
287
CX Institutional
Indiana
$1.21M +$21.6K +169 +2%
PWA
288
Physician Wealth Advisors
Utah
$1.21M +$1.15M +8,968 New
PA
289
PFG Advisors
Arizona
$1.2M +$13.8K +108 +1%
MPW
290
MA Private Wealth
California
$1.19M -$455K -3,553 -28%
FANJ
291
Financial Architects (New Jersey)
New Jersey
$1.18M -$114K -887 -9%
MWM
292
Merriman Wealth Management
Washington
$1.16M -$73.9K -577 -6%
JIC
293
Joel Isaacson & Co
New York
$1.16M +$7.81K +61 +0.7%
NQWM
294
Northwest Quadrant Wealth Management
Oregon
$1.15M +$499K +3,901 +78%
UA
295
Unison Advisors
District of Columbia
$1.15M +$133K +1,038 +13%
AIM
296
AMI Investment Management
Indiana
$1.14M +$388K +3,035 +52%
AI
297
Atria Investments
North Carolina
$1.13M -$14.5K -113 -1%
TCM
298
Telos Capital Management
California
$1.12M +$22.4K +175 +2%
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
$1.12M -$53.5K -418 -5%
PWAC
300
Private Wealth Advisors (California)
California
$1.11M -$165K -1,286 -13%