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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
276
NBT Bank
New York
$5.74M +$254K +1,288 +4%
AM
277
AGF Management
Ontario, Canada
$5.69M -$443K -2,245 -7%
First Manhattan
278
First Manhattan
New York
$5.68M -$461K -2,335 -7%
BOPW
279
Brandywine Oak Private Wealth
Pennsylvania
$5.67M +$188K +952 +3%
QWM
280
Quadcap Wealth Management
Texas
$5.62M -$529K -2,676 -8%
QFA
281
Quattro Financial Advisors
Texas
$5.58M +$5.92M +29,959 New
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$5.57M -$750K -3,798 -11%
EFG
283
Everhart Financial Group
Ohio
$5.53M +$745K +3,772 +15%
KAS
284
KPP Advisory Services
Kentucky
$5.52M +$4.39M +22,240 +300%
TPI
285
Trust Point Inc
Wisconsin
$5.51M +$937K +4,743 +19%
VAM
286
Verity Asset Management
North Carolina
$5.45M +$2.92M +14,799 +102%
MWA
287
Monograph Wealth Advisors
California
$5.44M
BIP
288
Brandes Investment Partners
California
$5.4M -$5.96M -30,162 -51%
CM
289
Columbus Macro
Pennsylvania
$5.4M +$295K +1,492 +5%
KCPG
290
Kavar Capital Partners Group
Kansas
$5.36M -$1.58K -8 -0%
AA
291
Advisory Alpha
Michigan
$5.36M -$807K -4,084 -12%
SSW
292
Stone Summit Wealth
Florida
$5.36M -$212K -1,075 -4%
WIC
293
Willis Investment Counsel
Georgia
$5.36M +$490K +2,479 +9%
AFP
294
Ausdal Financial Partners
Iowa
$5.33M +$406K +2,053 +8%
SG
295
Sharper & Granite
California
$5.33M +$218K +1,104 +4%
CP
296
Creekside Partners
California
$5.28M -$28.4K -144 -0.5%
WFP
297
Wrenne Financial Planning
Kentucky
$5.28M +$444K +2,249 +9%
TA
298
TFB Advisors
Kansas
$5.24M -$134K -680 -2%
EF
299
Elite Financial
Idaho
$5.23M +$581K +2,941 +12%
MAM
300
Mainsail Asset Management
Alabama
$5.13M +$349K +1,769 +7%