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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
326
Jentner Corp
Ohio
$384K -$10.9K -89 -3%
Brown Advisory
327
Brown Advisory
Maryland
$378K
PJSIMP
328
P.J. Schmidt Investment Management (PJS)
Wisconsin
$360K
SBIA
329
Sheaff Brock Investment Advisors
Indiana
$360K +$40K +326 +13%
WS
330
Wedbush Securities
California
$355K -$22.7K -185 -6%
W
331
Wealthfront
California
$355K +$355K +2,889 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$352K +$161K +1,311 +84%
BRWA
333
B. Riley Wealth Advisors
Florida
$344K +$4.18K +34 +1%
AG
334
Appleton Group
Wisconsin
$333K +$10.1K +82 +3%
SFS
335
Strategic Financial Services
New York
$333K +$30.7K +250 +10%
RWA
336
Ropes Wealth Advisors
Massachusetts
$332K
AllianceBernstein
337
AllianceBernstein
Tennessee
$332K +$332K +2,704 New
RWP
338
RWA Wealth Partners
Massachusetts
$328K +$328K +2,667 New
JFG
339
JMG Financial Group
Illinois
$326K -$113K -917 -26%
SC
340
SouthState Corp
Florida
$322K
EWMCB
341
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K -$37.7K -307 -11%
NSIM
342
North Star Investment Management
Illinois
$317K +$1.11K +9 +0.4%
GHAM
343
Gilman Hill Asset Management
Connecticut
$301K
AP
344
Appleton Partners
Massachusetts
$298K +$298K +2,425 New
TFF
345
The Family Firm
Maryland
$297K -$78.7K -641 -21%
LFA
346
Landmark Financial Advisors
Kentucky
$295K
EFS
347
Essex Financial Services
Connecticut
$295K +$45.5K +370 +18%
NP
348
NorthRock Partners
Minnesota
$294K -$12.3K -100 -4%
DPI
349
Diversified Portfolios Inc
Michigan
$288K +$860 +7 +0.3%
CB
350
Chemical Bank
Michigan
$284K +$24.6K +200 +9%