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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
476
STALEY CAPITAL ADVISERS
Pennsylvania
$317K +$32.1K +252 +11%
CAM
477
Concorde Asset Management
Michigan
$315K – – –
SPI
478
Santori & Peters Inc
Pennsylvania
$312K -$53.6K -421 -15%
BFPW
479
BOK Financial Private Wealth
Colorado
$310K -$46.6K -366 -13%
BO
480
BRR OpCo
Ohio
$306K +$71.1K +559 +31%
ESB
481
Essex Savings Bank
Connecticut
$303K – – –
BIM
482
Baldwin Investment Management
Pennsylvania
$298K +$12.7K +100 +5%
Lido Advisors
483
Lido Advisors
California
$297K +$14K +110 +5%
WTC
484
WhitTier Trust Company
Nevada
$295K -$29.3K -230 -9%
DPI
485
Diversified Portfolios Inc
Michigan
$295K – – –
EWMCB
486
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$293K -$77.3K -608 -21%
CA
487
Clearstead Advisors
Ohio
$290K – – –
PGAM
488
Princeton Global Asset Management
New Jersey
$290K +$49.7K +391 +21%
WCWM
489
Willow Creek Wealth Management
California
$289K +$509 +4 +0.2%
KCPG
490
Kavar Capital Partners Group
Kansas
$286K +$28.2K +222 +11%
GLA
491
Good Life Advisors
Pennsylvania
$285K +$281K +2,206 New
RF
492
RHS Financial
California
$284K -$48.6K -382 -15%
WA
493
WP Advisors
California
$284K – – –
NP
494
NorthRock Partners
Minnesota
$282K +$1.27K +10 +0.5%
AP
495
Appleton Partners
Massachusetts
$280K -$181K -1,425 -40%
PWM
496
Perigon Wealth Management
California
$279K +$48.1K +378 +22%
MWP
497
MYCIO Wealth Partners
Pennsylvania
$278K -$137K -1,076 -33%
PMFA
498
Plante Moran Financial Advisors
Michigan
$278K +$75.8K +596 +38%
SWM
499
Sequoia Wealth Management
Illinois
$274K – – –
LWAC
500
Laurel Wealth Advisors (California)
California
$274K +$8.01K +63 +3%