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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
626
Legacy Private Trust
Wisconsin
$987K
Wellington Management Group
627
Wellington Management Group
Massachusetts
$984K +$1.03M +6,197 New
CIBC Private Wealth Group
628
CIBC Private Wealth Group
Georgia
$977K +$828 +5 +0.1%
MFT
629
Moisand Fitzgerald Tamayo
Florida
$974K -$18.2K -110 -2%
GA
630
Greenspring Advisors
Maryland
$971K +$22K +133 +2%
CTA
631
Chesley Taft & Associates
Illinois
$970K -$99.3K -600 -9%
IA
632
Insight Advisors
Pennsylvania
$968K -$4.3K -26 -0.4%
ACA
633
Aptus Capital Advisors
Alabama
$967K +$895K +5,409 +795%
WI
634
WrapManager Inc
California
$963K +$13.2K +80 +1%
WI
635
Wintrust Investments
Illinois
$962K -$10.8K -65 -1%
TPCW
636
TD Private Client Wealth
New York
$956K -$73.7K -445 -7%
FDDB
637
Fidelity D&D Bancorp
Pennsylvania
$955K +$824K +4,977 New
JWM
638
Janiczek Wealth Management
Colorado
$952K +$166 +1 +0%
HSA
639
HBK Sorce Advisory
Pennsylvania
$950K -$1.59M -9,578 -62%
Financial Engines Advisors
640
Financial Engines Advisors
California
$949K -$87.6K -529 -8%
CPRC
641
Consolidated Portfolio Review Corp
New York
$948K +$988K +5,971 New
USCWA
642
U.S. Capital Wealth Advisors
Texas
$947K -$427K -2,578 -30%
SFA
643
Sequoia Financial Advisors
Ohio
$945K -$5.63K -34 -0.6%
PIA
644
Perennial Investment Advisors
California
$945K +$986K +5,954 New
RTL
645
Red Tortoise LLC
Georgia
$941K +$267K +1,611 +37%
KA
646
Klingman & Associates
New York
$936K -$100K -607 -9%
IWA
647
Intercontinental Wealth Advisors
Texas
$936K
RRA
648
Round Rock Advisors
Connecticut
$931K -$1.82K -11 -0.2%
BP
649
Ballentine Partners
Massachusetts
$929K
CCB
650
Country Club Bank
Missouri
$928K +$983K +5,941 New