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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
276
White Lighthouse Investment Management
Massachusetts
$3.72M +$489K +3,105 +16%
ST
277
Sageworth Trust
Pennsylvania
$3.72M +$802K +5,090 +29%
VCAM
278
Van Cleef Asset Management
Ohio
$3.71M -$102K -647 -3%
BRG
279
Bay Rivers Group
Virginia
$3.69M +$20K +127 +0.6%
FAIM
280
Financial Advocates Investment Management
Washington
$3.67M +$3.02M +19,151 +103%
BOPW
281
Brandywine Oak Private Wealth
Pennsylvania
$3.63M -$533K -3,385 -13%
SB
282
Simmons Bank
Arkansas
$3.56M -$63.8K -405 -2%
UB
283
UMB Bank
Missouri
$3.54M +$406K +2,578 +14%
FCM
284
Firestone Capital Management
Florida
$3.53M +$2.02M +12,815 +151%
LIA
285
LS Investment Advisors
Michigan
$3.52M +$945 +6 +0%
RVPG
286
Relative Value Partners Group
$3.51M +$1.51M +9,575 +82%
CT
287
Coastline Trust
Rhode Island
$3.5M -$528K -3,355 -14%
CT
288
Clearstead Trust
Maine
$3.47M +$3.3M +20,954 New
MCM
289
Manchester Capital Management
Vermont
$3.42M -$27.9K -177 -0.9%
TCWA
290
Ten Capital Wealth Advisors
Washington
$3.41M +$1.58M +10,039 +95%
RWG
291
Ratio Wealth Group
Colorado
$3.39M +$514K +3,265 +19%
ZC
292
Zeit Capital
Colorado
$3.32M -$97.5K -619 -3%
ASN
293
Advisory Services Network
Georgia
$3.31M +$240K +1,521 +8%
CPIG
294
Chicago Partners Investment Group
Illinois
$3.31M +$18.3K +116 +0.6%
BSB
295
Bangor Savings Bank
Maine
$3.27M +$245K +1,557 +9%
CWM
296
Chicago Wealth Management
Illinois
$3.23M +$3.07M +19,476 New
IWM
297
IHT Wealth Management
Illinois
$3.22M +$97K +616 +3%
NNP
298
Nachman Norwood & Parrott
South Carolina
$3.17M +$62.7K +398 +2%
EFG
299
Everhart Financial Group
Ohio
$3.11M -$103K -652 -3%
FUBT
300
First United Bank & Trust
Maryland
$3.11M +$771K +4,894 +35%