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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
$1.47M +$617K +3,467 +73%
BFS
502
Bickling Financial Services
Massachusetts
$1.47M +$9.78K +55 +0.7%
SL
503
Systelligence LLC
Minnesota
$1.46M -$4.27K -24 -0.3%
JC
504
Jentner Corp
Ohio
$1.46M -$39.3K -221 -3%
SWP
505
Stratos Wealth Partners
Ohio
$1.46M -$40.5K -228 -3%
RRC
506
Relaxing Retirement Coach
Massachusetts
$1.45M -$49.1K -276 -3%
SRC
507
Shufro Rose & Co
New York
$1.44M +$319K +1,795 +29%
RIA
508
Regal Investment Advisors
Michigan
$1.44M -$29.9K -168 -2%
CIC
509
Carnegie Investment Counsel
Ohio
$1.44M +$1.06M +5,986 +291%
TCM
510
Telos Capital Management
California
$1.43M +$2.49K +14 +0.2%
ECM
511
Elgethun Capital Management
South Dakota
$1.43M +$22.9K +129 +2%
TC
512
Trust Company
Kansas
$1.41M +$1.25K +7 +0.1%
NFG
513
Nations Financial Group
Iowa
$1.4M +$27K +152 +2%
CA
514
Clearstead Advisors
Ohio
$1.39M +$1.22M +6,869 +769%
IFG
515
Independent Financial Group
California
$1.39M +$571K +3,212 +71%
SWP
516
Summit Wealth Partners
Florida
$1.38M +$237K +1,331 +21%
BP
517
Ballentine Partners
Massachusetts
$1.38M +$455K +2,561 +50%
LPT
518
Legacy Private Trust
Wisconsin
$1.38M +$186K +1,045 +16%
TFF
519
The Family Firm
Maryland
$1.38M +$47.3K +266 +4%
GVAG
520
Great Valley Advisor Group
Delaware
$1.37M -$2.31K -13 -0.2%
PL
521
Plancorp LLC
Missouri
$1.36M +$356 +2 +0%
CMBA
522
C.M. Bidwell & Associates
Hawaii
$1.36M -$189K -1,062 -12%
RHBC
523
R.H. Bluestein & Co
Michigan
$1.36M +$96.9K +545 +8%
CWA
524
CJM Wealth Advisers
Virginia
$1.35M +$1.34M +7,562 New
EDRH
525
Edmond de Rothschild Holding
Switzerland
$1.35M -$152K -852 -10%