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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$1.03M -$661K -3,953 -38%
Alesco Advisors
627
Alesco Advisors
New York
$1.03M – – –
MA
628
Mutual Advisors
Nebraska
$1.02M -$3.51K -21 -0.3%
Waverly Advisors
629
Waverly Advisors
Alabama
$1.02M +$16.1K +96 +2%
Fulton Bank
630
Fulton Bank
Pennsylvania
$1.02M – – –
CCM
631
Condor Capital Management
New Jersey
$1.01M -$997K -5,961 -48%
BCA
632
Bay Colony Advisors
Massachusetts
$1.01M +$10.7K +64 +1%
SFP
633
Strategic Financial Partners
Oregon
$1.01M +$1.17K +7 +0.1%
KAM
634
KEB Asset Management
Illinois
$997K -$6.86K -41 -0.7%
AIA
635
Alera Investment Advisors
Illinois
$997K – – –
Wellington Management Group
636
Wellington Management Group
Massachusetts
$988K – – –
Atomi Financial Group
637
Atomi Financial Group
New York
$984K +$300K +1,792 +41%
LWM
638
Liberty Wealth Management
California
$977K +$15.2K +91 +2%
JCM
639
Jacobi Capital Management
Pennsylvania
$977K -$22.1K -132 -2%
Klingman & Associates
640
Klingman & Associates
New York
$976K +$45.8K +274 +5%
ATWA
641
Arbor Trust Wealth Advisors
Michigan
$974K -$9.2K -55 -0.9%
BWM
642
BCS Wealth Management
Tennessee
$972K +$1.02M +6,094 New
JWM
643
Janiczek Wealth Management
Colorado
$968K +$1.17K +7 +0.1%
WFAG
644
Wescott Financial Advisory Group
Pennsylvania
$959K -$36.1K -216 -3%
IA
645
Insight Advisors
Pennsylvania
$953K – – –
Sequoia Financial Advisors
646
Sequoia Financial Advisors
Ohio
$949K -$20.2K -121 -2%
Ballentine Partners
647
Ballentine Partners
Massachusetts
$933K – – –
HCM
648
Hall Capital Management
Rhode Island
$924K +$11.5K +69 +1%
PIA
649
Perennial Investment Advisors
California
$923K -$3.34K -20 -0.3%
GSWM
650
Greenup Street Wealth Management
Michigan
$917K -$113K -678 -11%