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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MUFG Americas
New York
$69K +$4.08K +40 +6%
FWM
302
Focused Wealth Management
New York
$68K -$12.8K -126 -15%
First Manhattan
303
First Manhattan
New York
$65K +$67.3K +660 New
PMFA
304
Plante Moran Financial Advisors
Michigan
$63K – – –
Lazard Asset Management
305
Lazard Asset Management
New York
$60K – – –
CCS
306
Crosspoint Capital Strategies
California
$58K -$17.4K -171 -24%
TIM
307
Tortoise Investment Management
New York
$54K – – –
TF
308
Tompkins Financial
New York
$49K – – –
EWM
309
Evercore Wealth Management
New York
$46K +$22.3K +219 +89%
VIA
310
Vantage Investment Advisors
Pennsylvania
$46K +$27.7K +272 +144%
TDC
311
Thompson Davis & Co
Virginia
$45K -$407K -3,995 -90%
MWP
312
MYCIO Wealth Partners
Pennsylvania
$45K -$14.7K -144 -24%
BC
313
Bartlett & Co
Ohio
$40K – – –
PO
314
Private Ocean
California
$35K – – –
AC
315
Alexandria Capital
Virginia
$32K – – –
HI
316
Hudock Inc
Pennsylvania
$32K – – –
JAM
317
JCIC Asset Management
Ontario, Canada
$28K – – –
LIA
318
LS Investment Advisors
Michigan
$28K – – –
Fuller & Thaler Asset Management
319
Fuller & Thaler Asset Management
California
$28K +$29K +284 New
MDCM
320
Morgan Dempsey Capital Management
Wisconsin
$26K +$26.5K +260 New
WTC
321
WhitTier Trust Company
Nevada
$23K – – –
HNB
322
Huntington National Bank
Ohio
$21K – – –
CP
323
Corbenic Partners
Pennsylvania
$20K – – –
Legal & General Group
324
Legal & General Group
United Kingdom
$20K +$21.1K +207 New
WP
325
WealthPLAN Partners
Nebraska
$18.5K +$57.2K +561 New