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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WMS Partners
Maryland
$417K -$48.2K -420 -11%
RCA
302
Rowland Carmichael Advisors
Arizona
$407K +$386K +3,367 New
WEC
303
Winslow Evans & Crocker
Massachusetts
$400K +$143K +1,246 +60%
WFG
304
Wills Financial Group
Virginia
$389K +$71.1K +620 +26%
JC
305
Jentner Corp
Ohio
$389K +$369K +3,214 New
EWM
306
Empirical Wealth Management
Washington
$388K +$368K +3,209 New
PFPT
307
Pinnacle Financial Partners (Tennessee)
Tennessee
$379K +$359K +3,131 New
Brown Advisory
308
Brown Advisory
Maryland
$373K +$39K +340 +12%
WS
309
Wedbush Securities
California
$372K +$46.4K +405 +15%
TFF
310
The Family Firm
Maryland
$370K -$13K -113 -4%
ACP
311
Aveo Capital Partners
Colorado
$364K +$345K +3,005 New
PL
312
Plancorp LLC
Missouri
$361K +$343K +2,993 New
PJSIMP
313
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K -$4.01K -35 -1%
EWMCB
314
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$353K
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$350K +$312K +2,720 +1,563%
BWM
316
Braver Wealth Management
Massachusetts
$349K +$57.3K +500 +21%
FHA
317
Flagship Harbor Advisors
Massachusetts
$347K +$327K +2,852 New
BRWA
318
B. Riley Wealth Advisors
Florida
$335K -$180K -1,568 -36%
RWA
319
Ropes Wealth Advisors
Massachusetts
$327K
AG
320
Appleton Group
Wisconsin
$318K +$48.1K +419 +19%
SC
321
SouthState Corp
Florida
$317K
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$315K +$30.4K +265 +11%
NSIM
323
North Star Investment Management
Illinois
$311K +$171K +1,489 +138%
AIA
324
Allegis Investment Advisors
Idaho
$302K +$286K +2,496 New
NP
325
NorthRock Partners
Minnesota
$301K