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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Apollon Wealth Management
South Carolina
$3M +$82.2K +501 +3%
M&T Bank
327
M&T Bank
New York
$2.99M +$9.81M +59,839 +1,067%
TNBTD
328
Trustmark National Bank Trust Department
Mississippi
$2.97M +$290K +1,770 +10%
SB
329
Simmons Bank
Arkansas
$2.97M -$85.4K -521 -3%
CM
330
Columbus Macro
Pennsylvania
$2.96M -$3.39M -20,673 -51%
MSWMA
331
Market Street Wealth Management Advisors
Indiana
$2.95M -$201K -1,226 -6%
CA
332
Continuum Advisory
Idaho
$2.95M +$7.71K +47 +0.2%
AFP
333
Ausdal Financial Partners
Iowa
$2.95M +$631K +3,846 +24%
MCCP
334
Mission Creek Capital Partners
California
$2.95M -$18.4K -112 -0.6%
EFG
335
Everhart Financial Group
Ohio
$2.92M -$194K -1,185 -6%
Cerity Partners
336
Cerity Partners
New York
$2.92M +$1.3M +7,902 +68%
H
337
HoyleCohen
California
$2.89M -$531K -3,239 -14%
FAIM
338
Financial Advocates Investment Management
Washington
$2.89M -$148K -900 -4%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$2.87M +$1.34M +8,153 +74%
BIM
340
Bullseye Investment Management
Ohio
$2.87M +$3.14M +19,153 New
WFA
341
Woodward Financial Advisors
North Carolina
$2.86M -$14.1K -86 -0.4%
BWM
342
BigSur Wealth Management
Florida
$2.85M +$3.28K +20 +0.1%
CS
343
Comerica Securities
Michigan
$2.85M +$45.4K +277 +1%
ZC
344
Zeit Capital
Colorado
$2.84M -$4.26K -26 -0.1%
STA
345
Summit Trail Advisors
New York
$2.81M +$3.07M +18,729 New
KSWA
346
Kathleen S. Wright Associates
Pennsylvania
$2.79M +$215K +1,312 +8%
CAMG
347
CWA Asset Management Group
Florida
$2.79M -$24.4K -149 -0.8%
LW
348
Linscomb Wealth
Texas
$2.79M -$261K -1,590 -8%
CSIA
349
Conrad Siegel Investment Advisors
Pennsylvania
$2.77M +$2.32M +14,149 +324%
Northern Trust
350
Northern Trust
Illinois
$2.76M -$3.08M -18,752 -50%