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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
326
Index Fund Advisors
California
$2.88M +$851K +5,355 +36%
WPWM
327
Windward Private Wealth Management
Kansas
$2.88M -$123K -774 -4%
VA
328
Valmark Advisers
Ohio
$2.87M +$3.18M +20,010 New
KSWA
329
Kathleen S. Wright Associates
Pennsylvania
$2.87M +$212K +1,332 +7%
CTC
330
Central Trust Company
Missouri
$2.86M -$22.1K -139 -0.7%
TNBTD
331
Trustmark National Bank Trust Department
Mississippi
$2.85M
MCCP
332
Mission Creek Capital Partners
California
$2.84M +$18.7K +118 +0.6%
EFS
333
Essex Financial Services
Connecticut
$2.83M -$837K -5,267 -21%
CFA
334
Cahill Financial Advisors
Minnesota
$2.79M +$291K +1,833 +10%
PWM
335
Perigon Wealth Management
California
$2.79M +$233K +1,466 +8%
CM
336
Columbus Macro
Pennsylvania
$2.78M -$52.7K -332 -2%
VC
337
Veery Capital
Delaware
$2.77M +$144K +905 +5%
CCA
338
Column Capital Advisors
Indiana
$2.74M +$953K +6,000 +46%
BWM
339
BigSur Wealth Management
Florida
$2.73M +$3.5K +22 +0.1%
JIC
340
Joel Isaacson & Co
New York
$2.73M +$368K +2,314 +14%
SB
341
Simmons Bank
Arkansas
$2.72M -$135K -852 -4%
CS
342
Comerica Securities
Michigan
$2.71M -$23.4K -147 -0.8%
ZC
343
Zeit Capital
Colorado
$2.7M -$22.9K -144 -0.8%
LW
344
Linscomb Wealth
Texas
$2.69M +$25.1K +158 +0.8%
CAMG
345
CWA Asset Management Group
Florida
$2.68M +$9.53K +60 +0.3%
Northern Trust
346
Northern Trust
Illinois
$2.68M +$42.1K +265 +1%
LIM
347
Leavell Investment Management
Alabama
$2.67M +$235K +1,478 +9%
RJT
348
Raymond James Trust
Florida
$2.67M +$90.4K +569 +3%
AF
349
Advisornet Financial
Minnesota
$2.65M +$30.5K +192 +1%
MWM
350
MorganRosel Wealth Management
Colorado
$2.61M -$1.17M -7,357 -29%