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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
WP Advisors
California
$252K +$10.2K +81 +4%
RMCM
477
Reynders McVeigh Capital Management
Massachusetts
$250K -$9.36K -74 -3%
Lido Advisors
478
Lido Advisors
California
$250K +$21.3K +168 +8%
DT
479
Diversified Trust
Tennessee
$249K +$276K +2,184 New
NP
480
NorthRock Partners
Minnesota
$247K +$7.46K +59 +3%
KFA
481
Kays Financial Advisory
Georgia
$246K +$273K +2,155 New
SWM
482
Sequoia Wealth Management
Illinois
$243K +$269K +2,128 New
Franklin Resources
483
Franklin Resources
California
$242K
Wealthfront Advisers
484
Wealthfront Advisers
California
$237K +$263K +2,082 New
HCA
485
Harbour Capital Advisors
Virginia
$236K +$262K +2,067 New
LWAC
486
Laurel Wealth Advisors (California)
California
$235K
LC
487
LCNB Corp
Ohio
$233K -$419K -3,310 -62%
CBU
488
CIBC Bank USA
Illinois
$228K
RG
489
Rathbones Group
United Kingdom
$228K
TVWM
490
Tower View Wealth Management
Wisconsin
$228K +$3.16K +25 +1%
KCPG
491
Kavar Capital Partners Group
Kansas
$228K +$28.1K +222 +12%
MMHP
492
Murphy Middleton Hinkle & Parker
Georgia
$225K
PFA
493
Paradigm Financial Advisors
Missouri
$224K +$6.33K +50 +3%
AL
494
Aspiriant LLC
California
$223K +$66K +522 +36%
FA
495
FCG Advisors
New Jersey
$222K +$19.9K +157 +9%
CCP
496
Cardan Capital Partners
Colorado
$221K
FCAG
497
First Capital Advisors Group
New Jersey
$220K +$16.6K +131 +7%
PWM
498
Perigon Wealth Management
California
$218K +$220K +1,736 New
WI
499
Wintrust Investments
Illinois
$217K +$2.53K +20 +1%
CAM
500
Cubic Asset Management
Massachusetts
$216K +$240K +1,895 New