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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
476
Santori & Peters Inc
Pennsylvania
$312K -$53.6K -421 -15%
BFPW
477
BOK Financial Private Wealth
Colorado
$310K -$46.6K -366 -13%
BO
478
BRR OpCo
Ohio
$306K +$71.1K +559 +31%
ESB
479
Essex Savings Bank
Connecticut
$303K
BIM
480
Baldwin Investment Management
Pennsylvania
$298K +$12.7K +100 +5%
Lido Advisors
481
Lido Advisors
California
$297K +$14K +110 +5%
WTC
482
WhitTier Trust Company
Nevada
$295K -$29.3K -230 -9%
DPI
483
Diversified Portfolios Inc
Michigan
$295K
EWMCB
484
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$293K -$77.3K -608 -21%
CA
485
Clearstead Advisors
Ohio
$290K
PGAM
486
Princeton Global Asset Management
New Jersey
$290K +$49.7K +391 +21%
WCWM
487
Willow Creek Wealth Management
California
$289K +$509 +4 +0.2%
KCPG
488
Kavar Capital Partners Group
Kansas
$286K +$28.2K +222 +11%
GLA
489
Good Life Advisors
Pennsylvania
$285K +$281K +2,206 New
RF
490
RHS Financial
California
$284K -$48.6K -382 -15%
NP
491
NorthRock Partners
Minnesota
$282K +$1.27K +10 +0.5%
AP
492
Appleton Partners
Massachusetts
$280K -$181K -1,425 -40%
PWM
493
Perigon Wealth Management
California
$279K +$48.1K +378 +22%
MWP
494
MYCIO Wealth Partners
Pennsylvania
$278K -$137K -1,076 -33%
PMFA
495
Plante Moran Financial Advisors
Michigan
$278K +$75.8K +596 +38%
SWM
496
Sequoia Wealth Management
Illinois
$274K
LWAC
497
Laurel Wealth Advisors (California)
California
$274K +$8.01K +63 +3%
GRP
498
Global Retirement Partners
California
$266K +$63.9K +502 +32%
LC
499
LCNB Corp
Ohio
$263K
PFA
500
Paradigm Financial Advisors
Missouri
$261K +$7.25K +57 +3%