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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
626
Alesco Advisors
New York
$1.03M
MA
627
Mutual Advisors
Nebraska
$1.02M -$3.51K -21 -0.3%
WA
628
Waverly Advisors
Alabama
$1.02M +$16.1K +96 +2%
FB
629
Fulton Bank
Pennsylvania
$1.02M
CCM
630
Condor Capital Management
New Jersey
$1.01M -$997K -5,961 -48%
BCA
631
Bay Colony Advisors
Massachusetts
$1.01M +$10.7K +64 +1%
SFP
632
Strategic Financial Partners
Oregon
$1.01M +$1.17K +7 +0.1%
KAM
633
KEB Asset Management
Illinois
$997K -$6.86K -41 -0.7%
AIA
634
Alera Investment Advisors
Illinois
$997K
Wellington Management Group
635
Wellington Management Group
Massachusetts
$988K
AFG
636
Atomi Financial Group
New York
$984K +$300K +1,792 +41%
LWM
637
Liberty Wealth Management
California
$977K +$15.2K +91 +2%
JCM
638
Jacobi Capital Management
Pennsylvania
$977K -$22.1K -132 -2%
KA
639
Klingman & Associates
New York
$976K +$45.8K +274 +5%
ATWA
640
Arbor Trust Wealth Advisors
Michigan
$974K -$9.2K -55 -0.9%
BWM
641
BCS Wealth Management
Tennessee
$972K +$1.02M +6,094 New
JWM
642
Janiczek Wealth Management
Colorado
$968K +$1.17K +7 +0.1%
WFAG
643
Wescott Financial Advisory Group
Pennsylvania
$959K -$36.1K -216 -3%
IA
644
Insight Advisors
Pennsylvania
$953K
SFA
645
Sequoia Financial Advisors
Ohio
$949K -$20.2K -121 -2%
BP
646
Ballentine Partners
Massachusetts
$933K
HCM
647
Hall Capital Management
Rhode Island
$924K +$11.5K +69 +1%
PIA
648
Perennial Investment Advisors
California
$923K -$3.34K -20 -0.3%
GSWM
649
Greenup Street Wealth Management
Michigan
$917K -$113K -678 -11%
USCWA
650
U.S. Capital Wealth Advisors
Texas
$913K +$51.8K +310 +6%