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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
701
Deutsche Bank
Germany
$344K +$29.8K +189 +10%
KCM
702
Kathmere Capital Management
Pennsylvania
$344K +$38.7K +246 +13%
MFA
703
McClarren Financial Advisors
Pennsylvania
$342K +$1.26K +8 +0.4%
RPG
704
Resource Planning Group
Georgia
$342K +$325K +2,065 New
MA
705
Mezzasalma Advisors
New Jersey
$339K – – –
BAS
706
Brown Advisory Securities
Maryland
$338K +$322K +2,042 New
FHC
707
First Heartland Consultants
Missouri
$336K -$158 -1 -0%
HIP
708
Harrell Investment Partners
Texas
$335K – – –
LHC
709
Little House Capital
Massachusetts
$335K +$318K +2,020 New
Brown Brothers Harriman & Co
710
Brown Brothers Harriman & Co
New York
$334K -$5.67K -36 -2%
MFA
711
Mayflower Financial Advisors
Massachusetts
$332K +$14.5K +92 +5%
IC
712
Intersect Capital
California
$332K +$19.2K +122 +6%
Rathbones Group
713
Rathbones Group
United Kingdom
$331K – – –
AIA
714
Arbor Investment Advisors
North Carolina
$330K +$314K +1,992 New
NFP
715
Narus Financial Partners
Utah
$329K +$313K +1,990 New
MGO One Seven
716
MGO One Seven
Ohio
$327K +$311K +1,975 New
WFA
717
Wellspring Financial Advisors
Ohio
$326K +$249K +1,584 +76%
ECG
718
EPIQ Capital Group
California
$325K +$1.1K +7 +0.4%
Venture Visionary Partners
719
Venture Visionary Partners
Ohio
$323K +$13.1K +83 +4%
WhitTier Trust Company
720
WhitTier Trust Company
Nevada
$322K – – –
Evercore Wealth Management
721
Evercore Wealth Management
New York
$320K – – –
B
722
Bridgeworth
Alabama
$317K – – –
BZWA
723
Blue Zone Wealth Advisors
California
$317K +$5.2K +33 +2%
RFG Advisory
724
RFG Advisory
Alabama
$314K +$2.21K +14 +0.7%
WA
725
Wealth Alliance
New York
$314K +$57.6K +366 +24%