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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
426
Baldwin Investment Management
Pennsylvania
$301K +$297K +2,215 New
MA
427
Mutual Advisors
Nebraska
$301K +$298K +2,219 New
DPI
428
Diversified Portfolios Inc
Michigan
$300K -$30.1K -224 -9%
MWM
429
Mission Wealth Management
California
$299K +$295K +2,202 New
WA
430
WP Advisors
California
$296K +$20.3K +151 +7%
JA
431
JOYN Advisors
Georgia
$295K -$403 -3 -0.1%
SCA
432
STALEY CAPITAL ADVISERS
Pennsylvania
$291K +$18.8K +140 +7%
WT
433
Washington Trust
Rhode Island
$288K +$285K +2,122 New
NP
434
NorthRock Partners
Minnesota
$287K -$62.5K -466 -18%
AWM
435
Altium Wealth Management
New York
$281K -$24.4K -182 -8%
TC
436
Truvestments Capital
Florida
$280K +$276K +2,058 New
CBU
437
CIBC Bank USA
Illinois
$272K -$70.2K -523 -21%
RG
438
Rathbones Group
United Kingdom
$272K – – –
AP
439
Appleton Partners
Massachusetts
$272K +$43.6K +325 +19%
APA
440
American Portfolios Advisors
New York
$271K +$2.82K +21 +1%
TVWM
441
Tower View Wealth Management
Wisconsin
$268K -$28K -209 -10%
MMHP
442
Murphy Middleton Hinkle & Parker
Georgia
$268K – – –
PFA
443
Paradigm Financial Advisors
Missouri
$266K -$7.38K -55 -3%
TFS
444
TrustCore Financial Services
Tennessee
$266K +$805 +6 +0.3%
CCP
445
Cardan Capital Partners
Colorado
$263K – – –
WWM
446
Windsor Wealth Management
Indiana
$261K -$19.7K -147 -7%
AB
447
AT Bancorp
Iowa
$261K – – –
EWM
448
Empirical Wealth Management
Washington
$259K +$36.9K +275 +17%
Lido Advisors
449
Lido Advisors
California
$258K +$23.3K +174 +10%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$255K +$13K +97 +5%