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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
401
StrategIQ Financial Group
Indiana
$347K +$2.42K +18 +0.7%
VCP
402
Vista Capital Partners
Oregon
$346K +$2.42K +18 +0.7%
IAA
403
Ironsides Asset Advisors
North Carolina
$345K
LFA
404
Landmark Financial Advisors
Kentucky
$341K
KA
405
Kovack Advisors
Florida
$337K -$18.5K -138 -5%
W
406
Wealthfront
California
$337K -$3.62K -27 -1%
PJSIMP
407
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K
GHAM
408
Gilman Hill Asset Management
Connecticut
$333K
RW
409
Rand Wealth
Maryland
$328K +$324K +2,417 New
NFG
410
Next Financial Group
Texas
$327K -$2.21M -16,461 -87%
AIM
411
Advantage Investment Management
Iowa
$322K +$1.61K +12 +0.5%
HPC
412
HM Payson & Co
Maine
$320K +$316K +2,354 New
PTC
413
Private Trust Company
Ohio
$318K -$21.3K -159 -6%
CA
414
Clearstead Advisors
Ohio
$318K
WTC
415
WhitTier Trust Company
Nevada
$312K -$6.71K -50 -2%
PO
416
Private Ocean
California
$311K -$17.7K -132 -5%
MCM
417
MAI Capital Management
Ohio
$309K
Wolverine Trading
418
Wolverine Trading
Illinois
$309K
RMCM
419
Reynders McVeigh Capital Management
Massachusetts
$308K
WTB
420
Washington Trust Bank
Washington
$308K
SC
421
SouthState Corp
Florida
$306K
TPWA
422
TRUE Private Wealth Advisors
Oregon
$303K +$300K +2,233 New
WCWM
423
Willow Creek Wealth Management
California
$302K +$1.21K +9 +0.4%
BIM
424
Baldwin Investment Management
Pennsylvania
$301K +$297K +2,215 New
MA
425
Mutual Advisors
Nebraska
$301K +$298K +2,219 New