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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
551
Good Life Advisors
Pennsylvania
$255K +$22K +196 +9%
WTC
552
WhitTier Trust Company
Nevada
$254K
HSA
553
HBK Sorce Advisory
Pennsylvania
$251K +$254K +2,267 New
Brown Advisory
554
Brown Advisory
Maryland
$249K +$13.5K +120 +6%
TCOV
555
Trust Company of Vermont
Vermont
$248K +$4.48K +40 +2%
ACI
556
Alpha Cubed Investments
California
$247K
CFM
557
Comprehensive Financial Management
California
$247K +$2.24K +20 +0.9%
CFG
558
Capstone Financial Group
Oklahoma
$242K -$41K -366 -15%
BIM
559
Baldwin Investment Management
Pennsylvania
$241K +$560 +5 +0.2%
CIAS
560
Capital Investment Advisory Services
North Carolina
$239K +$170K +1,516 +237%
CAM
561
Cubic Asset Management
Massachusetts
$236K +$239K +2,135 New
KCM
562
Kathmere Capital Management
Pennsylvania
$234K +$11.3K +101 +5%
EWMCB
563
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$232K
OWP
564
Obermeyer Wealth Partners
Colorado
$232K +$235K +2,100 New
C1AG
565
Client 1st Advisory Group
Florida
$231K +$202K +1,806 New
FAAM
566
First Ascent Asset Management
Colorado
$230K -$298K -2,659 -56%
DWT
567
Dorsey & Whitney Trust
South Dakota
$229K -$12K -107 -5%
CA
568
Calton & Associates
Florida
$229K -$7.4K -66 -3%
RMCM
569
Reynders McVeigh Capital Management
Massachusetts
$229K +$232K +2,068 New
APA
570
American Portfolios Advisors
New York
$222K -$190K -1,693 -46%
RPWA
571
Regent Peak Wealth Advisors
Georgia
$222K +$2.47K +22 +1%
RG
572
Rathbones Group
United Kingdom
$221K
QCG
573
Quadrant Capital Group
Ohio
$220K -$29.7K -265 -12%
FA
574
FCG Advisors
New Jersey
$220K -$1.01K -9 -0.4%
JCM
575
Jacobi Capital Management
Pennsylvania
$219K +$102K +912 +85%