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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
576
Jacobi Capital Management
Pennsylvania
$219K +$102K +912 +85%
ECG
577
EPIQ Capital Group
California
$215K +$1.23K +11 +0.6%
EWM
578
Evercore Wealth Management
New York
$214K +$217K +1,935 New
B
579
Bridgeworth
Alabama
$213K +$5.49K +49 +3%
VVP
580
Venture Visionary Partners
Ohio
$212K – – –
GIA
581
Gladstone Institutional Advisory
Florida
$209K +$212K +1,889 New
FT
582
Fiduciary Trust
Massachusetts
$206K -$45.4K -405 -18%
LWAC
583
Laurel Wealth Advisors (California)
California
$206K +$208K +1,857 New
BZWA
584
Blue Zone Wealth Advisors
California
$206K +$209K +1,866 New
MMHP
585
Murphy Middleton Hinkle & Parker
Georgia
$205K +$207K +1,850 New
TFCP
586
Twin Focus Capital Partners
Massachusetts
$205K +$207K +1,850 New
IC
587
Inscription Capital
Texas
$203K +$206K +1,835 New
TA
588
TFG Advisers
Michigan
$202K +$206K +1,834 New
WP
589
WealthSource Partners
California
$201K -$11.5K -103 -5%
RHBC
590
R.H. Bluestein & Co
Michigan
$201K +$204K +1,816 New
FA
591
Faithward Advisors
Pennsylvania
$198K -$42.3K -377 -17%
PLU
592
Performa Ltd (US)
South Carolina
$195K +$197K +1,760 New
CCA
593
Column Capital Advisors
Indiana
$194K – – –
WCAMG
594
Woodard & Company Asset Management Group
North Carolina
$194K – – –
Deutsche Bank
595
Deutsche Bank
Germany
$194K +$38.7K +345 +24%
FCA
596
FinTrust Capital Advisors
South Carolina
$192K – – –
CAL
597
Capital Advisors Ltd
Ohio
$190K +$1.57K +14 +0.8%
PFS
598
Prospera Financial Services
Texas
$185K -$295K -2,632 -61%
SQA
599
Simon Quick Advisors
New Jersey
$173K +$897 +8 +0.5%
PFGIA
600
Patriot Financial Group Insurance Agency
Massachusetts
$169K -$3.14K -28 -2%