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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$644K +$56K +440 +10%
MHS
377
M Holdings Securities
Oregon
$641K -$55.5K -436 -8%
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$623K -$46.4K -365 -7%
ABC
379
Associated Banc-Corp
Wisconsin
$620K -$64.1K -504 -9%
ACP
380
Aveo Capital Partners
Colorado
$620K -$13.4K -105 -2%
SIA
381
Starfire Investment Advisers
Michigan
$620K – – –
TWA
382
TCI Wealth Advisors
Arizona
$614K -$14.6K -115 -2%
COI
383
Capital One Investing
Virginia
$611K +$158K +1,243 +35%
MCM
384
MAI Capital Management
Ohio
$610K -$39.6K -311 -6%
Thrivent Financial for Lutherans
385
Thrivent Financial for Lutherans
Minnesota
$610K – – –
GIA
386
Gladstone Institutional Advisory
Florida
$602K -$32.6K -256 -5%
AMCA
387
Arthur M. Cohen & Associates
Illinois
$602K – – –
RMCM
388
Reynders McVeigh Capital Management
Massachusetts
$598K +$312K +2,450 +112%
PTC
389
Private Trust Company
Ohio
$595K +$135K +1,065 +30%
IA
390
IFP Advisors
Florida
$593K -$3.33M -26,179 -85%
TW
391
Transform Wealth
Colorado
$587K -$444K -3,489 -43%
SCM
392
Southport Capital Management
Tennessee
$577K -$42.5K -334 -7%
FT
393
Fiduciary Trust
Massachusetts
$573K -$17.7K -139 -3%
BCA
394
Bay Colony Advisors
Massachusetts
$567K -$69.1K -543 -11%
ECG
395
Edge Capital Group
Georgia
$565K -$42.6K -335 -7%
CB
396
Chemical Bank
Michigan
$565K -$3.82K -30 -0.7%
MFS
397
McNamara Financial Services
Massachusetts
$562K -$4.33K -34 -0.7%
PA
398
Parallel Advisors
California
$558K +$3.56K +28 +0.6%
PFS
399
Prospera Financial Services
Texas
$557K +$83.7K +658 +19%
SWM
400
SeaCrest Wealth Management
New York
$552K – – –