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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Empirical Wealth Management
Washington
$293K -$224K -1,834 -44%
CA
352
Continuum Advisory
Idaho
$290K +$288K +2,358 New
WTC
353
WhitTier Trust Company
Nevada
$288K +$91.7K +750 +47%
VCM
354
Versant Capital Management
Arizona
$284K
CBU
355
CIBC Bank USA
Illinois
$284K +$9.41K +77 +3%
SM
356
Sciencast Management
New Jersey
$284K +$282K +2,310 New
FA
357
Fortis Advisors
Pennsylvania
$281K +$280K +2,287 New
RMCM
358
Reynders McVeigh Capital Management
Massachusetts
$279K -$3.06K -25 -1%
FWP
359
FAS Wealth Partners
Kansas
$279K
GS
360
Girard Securities
California
$276K -$148K -1,214 -35%
AT
361
Arden Trust
Delaware
$276K +$39K +319 +17%
UB
362
UMB Bank
Missouri
$276K +$274K +2,244 New
JFA
363
JNBA Financial Advisors
Minnesota
$272K
BWFM
364
Bridgewater Wealth & Financial Management
Maryland
$271K
SWM
365
Stockman Wealth Management
Montana
$267K -$234K -1,914 -47%
DAS
366
Dynamic Advisor Solutions
Arizona
$267K +$22.9K +187 +9%
RBC
367
Ronald Blue & Co
Georgia
$266K +$22.3K +182 +9%
FPCP
368
Fort Point Capital Partners
California
$259K -$15.3K -125 -6%
CWM
369
Concert Wealth Management
California
$258K +$24.5K +200 +11%
NFP
370
Narus Financial Partners
Utah
$257K +$3.67K +30 +1%
RG
371
Rathbones Group
United Kingdom
$246K
CGA
372
Crescent Grove Advisors
Illinois
$246K +$244K +1,998 New
SG Americas Securities
373
SG Americas Securities
New York
$243K +$242K +1,981 New
BFG
374
Barber Financial Group
Kansas
$242K -$154K -1,260 -39%
MCM
375
MAI Capital Management
Ohio
$238K