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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$291K +$8.26K +64 +3%
MA
652
Mezzasalma Advisors
New Jersey
$291K +$264K +2,049 New
MFG
653
Magnus Financial Group
New York
$291K +$264K +2,050 New
FHC
654
First Heartland Consultants
Missouri
$289K -$35.3K -274 -12%
TAM
655
Townsend Asset Management
North Carolina
$289K +$111K +863 +74%
HIP
656
Harrell Investment Partners
Texas
$287K +$261K +2,020 New
BWM
657
Birchcreek Wealth Management
Ohio
$287K +$261K +2,021 New
Rathbones Group
658
Rathbones Group
United Kingdom
$284K – – –
VDBMI
659
Van Den Berg Management I
Texas
$284K +$258K +2,000 New
ATWA
660
Arbor Trust Wealth Advisors
Michigan
$282K +$256K +1,986 New
RFG Advisory
661
RFG Advisory
Alabama
$280K +$243K +1,880 New
ECG
662
EPIQ Capital Group
California
$278K +$1.55K +12 +0.6%
WhitTier Trust Company
663
WhitTier Trust Company
Nevada
$276K -$45.1K -350 -15%
Evercore Wealth Management
664
Evercore Wealth Management
New York
$275K – – –
B
665
Bridgeworth
Alabama
$272K -$1.94K -15 -0.8%
C1AG
666
Client 1st Advisory Group
Florida
$272K – – –
MFA
667
Mayflower Financial Advisors
Massachusetts
$272K +$247K +1,915 New
Deutsche Bank
668
Deutsche Bank
Germany
$269K +$16.9K +131 +7%
CTFG
669
Capstone Triton Financial Group
Oklahoma
$268K +$243K +1,882 New
IC
670
Intersect Capital
California
$268K +$243K +1,885 New
BZWA
671
Blue Zone Wealth Advisors
California
$267K +$1.55K +12 +0.6%
Venture Visionary Partners
672
Venture Visionary Partners
Ohio
$265K -$6.19K -48 -3%
MMHP
673
Murphy Middleton Hinkle & Parker
Georgia
$263K – – –
TFCP
674
Twin Focus Capital Partners
Massachusetts
$263K – – –
WEC
675
Winslow Evans & Crocker
Massachusetts
$262K +$56.1K +435 +31%