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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
626
Sequoia Financial Advisors
Ohio
$863K +$358K +2,012 +71%
Renaissance Technologies
627
Renaissance Technologies
New York
$858K +$124K +700 +17%
PCM
628
Parsons Capital Management
Rhode Island
$853K -$6.94K -39 -0.8%
MA
629
Montag & Associates
Georgia
$842K
RA
630
Rise Advisors
New York
$834K +$829K +4,662 New
CFGS
631
Concourse Financial Group Securities
Alabama
$833K +$139K +782 +20%
LA
632
LexAurum Advisors
Kansas
$824K +$120K +674 +17%
EA
633
Echo45 Advisors
California
$824K +$819K +4,605 New
BIM
634
Baldwin Investment Management
Pennsylvania
$812K +$59.9K +337 +8%
RG
635
Retirement Group
California
$810K +$158K +890 +24%
PAIM
636
Punch & Associates Investment Management
Minnesota
$807K +$3.02K +17 +0.4%
NRI
637
NFP Retirement Inc
California
$805K +$113K +634 +16%
MF
638
Meridian Financial
Massachusetts
$803K +$799K +4,492 New
AP
639
Advisor Partners
California
$790K +$54.8K +308 +7%
JCM
640
Jacobi Capital Management
Pennsylvania
$785K +$62.1K +349 +9%
WGCA
641
Wolf Group Capital Advisors
Virginia
$783K +$498K +2,798 +177%
LFG
642
Larson Financial Group
Missouri
$782K -$13.3K -75 -2%
AA
643
Aire Advisors
California
$779K +$775K +4,359 New
DPI
644
Diversified Portfolios Inc
Michigan
$778K +$61.7K +347 +9%
BDF
645
Balasa Dinverno & Foltz
$777K -$13.3K -75 -2%
WKWM
646
Walter & Keenan Wealth Management
Indiana
$769K +$22.4K +126 +3%
EA
647
Elm Advisors
California
$767K
AIM
648
AMI Investment Management
Indiana
$765K
CFB
649
Cullen/Frost Bankers
Texas
$764K
TFA
650
Triad Financial Advisors
North Carolina
$759K +$755K +4,244 New