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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
501
Brown Advisory
Maryland
$246K -$289K -2,384 -46%
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$245K -$2.43K -20 -0.7%
EPWM
503
Essex Private Wealth Management
Massachusetts
$245K
TP
504
Tranquility Partners
Tennessee
$244K -$209K -1,723 -38%
WI
505
Wintrust Investments
Illinois
$244K +$61.5K +507 +23%
RFC
506
Regions Financial Corp
Alabama
$242K -$52.3K -431 -14%
IFG
507
Independent Financial Group
California
$240K +$327K +2,697 New
TFA
508
TPG Financial Advisors
Oregon
$239K -$47.1K -388 -13%
FHC
509
First Heartland Consultants
Missouri
$236K -$54.2K -447 -14%
PIA
510
Pinion Investment Advisors
Kansas
$236K +$10.4K +86 +3%
KA
511
Klingman & Associates
New York
$233K +$9.34K +77 +3%
OFS
512
Oldfather Financial Services
Nebraska
$233K +$298K +2,460 New
Lido Advisors
513
Lido Advisors
California
$227K -$90.2K -744 -23%
OFS
514
Orrstown Financial Services
Pennsylvania
$227K
Fuller & Thaler Asset Management
515
Fuller & Thaler Asset Management
California
$225K +$308K +2,538 New
FP
516
Fiduciary Planning
Florida
$218K -$107K -886 -27%
IC
517
Intersect Capital
California
$218K +$107K +886 +56%
EWM
518
EPG Wealth Management
Georgia
$216K -$161K -1,325 -35%
NP
519
NorthRock Partners
Minnesota
$213K -$6.79K -56 -2%
AllianceBernstein
520
AllianceBernstein
Tennessee
$212K +$26.3K +217 +10%
WA
521
WP Advisors
California
$211K +$1.21K +10 +0.4%
LA
522
LexAurum Advisors
Kansas
$211K +$288K +2,371 New
BS
523
Boenning & Scattergood
Pennsylvania
$209K -$83.1K -685 -23%
MWM
524
Meridian Wealth Management
Kentucky
$209K -$32.4K -267 -10%
WF
525
Welch & Forbes
Massachusetts
$209K