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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
651
Neuberger Berman Group
New York
$853K – – –
BBR Partners
652
BBR Partners
New York
$847K +$837K +4,813 New
TFS
653
Thoroughbred Financial Services
Tennessee
$831K +$408K +2,344 +98%
Montag & Associates
654
Montag & Associates
Georgia
$829K – – –
SCA
655
Snowden Capital Advisors
New York
$828K +$235K +1,350 +40%
RA
656
Rise Advisors
New York
$812K -$8K -46 -1%
Jacobi Capital Management
657
Jacobi Capital Management
Pennsylvania
$803K +$30.4K +175 +4%
WH
658
Willner & Heller
California
$802K +$14.4K +83 +2%
Calton & Associates
659
Calton & Associates
Florida
$802K +$432K +2,485 +120%
Evermay Wealth Management
660
Evermay Wealth Management
Virginia
$802K +$689K +3,961 +660%
Main Street Financial Solutions
661
Main Street Financial Solutions
Pennsylvania
$798K +$187K +1,077 +31%
MF
662
Meridian Financial
Massachusetts
$795K +$4.87K +28 +0.6%
Cadence Bank
663
Cadence Bank
Mississippi
$785K +$567K +3,259 +270%
WKWM
664
Walter & Keenan Wealth Management
Indiana
$779K +$22.3K +128 +3%
FCA
665
FinTrust Capital Advisors
South Carolina
$778K +$287K +1,653 +60%
Regions Financial Corp
666
Regions Financial Corp
Alabama
$774K +$30.1K +173 +4%
FPS
667
Fieldpoint Private Securities
Connecticut
$768K -$714K -4,104 -48%
Conrad Siegel Investment Advisors
668
Conrad Siegel Investment Advisors
Pennsylvania
$768K -$436K -2,507 -36%
HIGP
669
Hill Investment Group Partners
Missouri
$766K +$46.6K +268 +7%
Stratos Wealth Advisors
670
Stratos Wealth Advisors
Ohio
$763K -$3.33M -19,178 -82%
EHAM
671
Eagle Harbor Asset Management
Washington
$761K +$752K +4,327 New
Caldwell Trust
672
Caldwell Trust
Florida
$761K -$126K -727 -14%
BDO Wealth Advisors
673
BDO Wealth Advisors
Florida
$756K +$208K +1,197 +39%
Liberty Wealth Management
674
Liberty Wealth Management
California
$756K +$747K +4,296 +85,920%
AIM
675
AMI Investment Management
Indiana
$752K – – –