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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
326
Wedbush Securities
California
$364K +$8.8K +72 +2%
BRWA
327
B. Riley Wealth Advisors
Florida
$356K +$11.7K +96 +3%
PTC
328
Private Trust Company
Ohio
$353K -$44.6K -365 -11%
Brown Advisory
329
Brown Advisory
Maryland
$348K -$30K -245 -8%
AG
330
Appleton Group
Wisconsin
$341K +$7.33K +60 +2%
CPIG
331
Chicago Partners Investment Group
Illinois
$335K -$1.32M -10,765 -80%
SFS
332
Strategic Financial Services
New York
$333K
RWA
333
Ropes Wealth Advisors
Massachusetts
$332K
NSIM
334
North Star Investment Management
Illinois
$332K +$14.7K +120 +5%
RWP
335
RWA Wealth Partners
Massachusetts
$328K
JFG
336
JMG Financial Group
Illinois
$326K
ZB
337
Zions Bancorporation
Utah
$324K +$262K +2,141 +433%
SC
338
SouthState Corp
Florida
$322K
EWMCB
339
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K
NP
340
NorthRock Partners
Minnesota
$314K +$18.9K +155 +6%
CA
341
Clearstead Advisors
Ohio
$311K +$34.4K +281 +12%
TI
342
Truepoint Inc
Ohio
$303K +$87.7K +717 +41%
GHAM
343
Gilman Hill Asset Management
Connecticut
$301K
BDF
344
Balasa Dinverno & Foltz
$299K +$53.9K +441 +22%
AP
345
Appleton Partners
Massachusetts
$298K
TFF
346
The Family Firm
Maryland
$297K
EFS
347
Essex Financial Services
Connecticut
$295K
DPI
348
Diversified Portfolios Inc
Michigan
$295K +$6.85K +56 +2%
LFA
349
Landmark Financial Advisors
Kentucky
$294K
KA
350
Kovack Advisors
Florida
$294K +$12.6K +103 +4%