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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
626
Edge Capital Group
Georgia
$542K +$171 +1 +0%
SCM
627
SOL Capital Management
Maryland
$537K -$26.4K -154 -5%
PA
628
Procyon Advisors
Connecticut
$529K +$11K +64 +2%
FNBSF
629
First National Bank Sioux Falls
South Dakota
$529K +$131K +765 +32%
FA
630
Fortis Advisors
Pennsylvania
$528K -$150K -877 -22%
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
$528K -$64.2K -375 -11%
AHC
632
Anderson Hoagland & Co
Missouri
$525K
MPM
633
Meritage Portfolio Management
Kansas
$523K -$43.8K -256 -8%
GC
634
Gibson Capital
Pennsylvania
$516K +$10.6K +62 +2%
OSAM
635
O'Shaughnessy Asset Management
Connecticut
$515K
VCM
636
Vivaldi Capital Management
Illinois
$513K -$25.2K -147 -5%
MWM
637
Meridian Wealth Management
Kentucky
$509K +$1.2K +7 +0.2%
CA
638
Calton & Associates
Florida
$502K -$1.88K -11 -0.4%
GC
639
Grimes & Company
Massachusetts
$499K
CHC
640
City Holding Co
West Virginia
$499K +$35.6K +208 +8%
RA
641
Resolute Advisors
California
$491K +$2.05K +12 +0.4%
PTC
642
Private Trust Company
Ohio
$488K -$133K -776 -21%
SCA
643
Snowden Capital Advisors
New York
$486K -$13.5K -79 -3%
GT
644
Glenview Trust
Kentucky
$485K +$9.59K +56 +2%
RSWM
645
Robertson Stephens Wealth Management
California
$482K -$422K -2,464 -46%
BWP
646
Baldwin Wealth Partners
Massachusetts
$482K
SMA
647
Sage Mountain Advisors
Georgia
$482K +$85.1K +497 +21%
IC
648
IEQ Capital
California
$481K
RWI
649
Red Wave Investments
Pennsylvania
$480K
SFA
650
Sequoia Financial Advisors
Ohio
$477K -$230K -1,344 -32%