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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
51
Dowling & Yahnke
California
$2.59M +$2.57M +30,947 New
WT
52
Whittier Trust
California
$2.5M +$2.48M +29,893 New
CPO
53
Cerity Partners OCIO
New York
$2.18M +$2.16M +26,069 New
B
54
Baird
Wisconsin
$2.09M +$2.07M +24,948 New
Truist Financial
55
Truist Financial
North Carolina
$2.09M +$2.07M +24,923 New
SI
56
Stephens Inc
Arkansas
$2.05M +$2.03M +24,456 New
UAS
57
United Asset Strategies
New York
$2M +$1.98M +23,873 New
FHC
58
First Horizon Corporation
Tennessee
$1.94M +$1.92M +23,190 New
LFG
59
LifePlan Financial Group
Ohio
$1.93M +$1.91M +23,065 New
CS
60
Credit Suisse
Switzerland
$1.88M +$1.86M +22,449 New
CCM
61
Condor Capital Management
New Jersey
$1.75M +$1.74M +20,932 New
DS
62
DRW Securities
Illinois
$1.71M +$1.7M +20,482 New
CA
63
Cetera Advisors
Colorado
$1.69M +$1.67M +20,123 New
TAIM
64
TD Ameritrade Investment Management
Nebraska
$1.68M +$1.67M +20,069 New
BC
65
Burney Company
Virginia
$1.65M +$1.64M +19,755 New
MFS
66
MSI Financial Services
Massachusetts
$1.56M +$1.55M +18,638 New
KFS
67
KMS Financial Services
Washington
$1.54M +$1.51M +18,181 New
CDH
68
Charles D. Hyman
$1.54M +$1.52M +18,350 New
CAN
69
Cetera Advisor Networks
California
$1.52M +$1.5M +18,067 New
CNB
70
City National Bank
Delaware
$1.48M +$1.46M +17,655 New
RJT
71
Raymond James Trust
Florida
$1.46M +$1.45M +17,483 New
MJRIC
72
Mogy Joel R Investment Counsel
California
$1.44M +$1.42M +17,145 New
CT
73
Coastline Trust
Rhode Island
$1.4M +$1.39M +16,775 New
HCMT
74
Highland Capital Management (Tennessee)
Tennessee
$1.28M +$1.27M +15,310 New
GA
75
GFS Advisors
Texas
$1.25M +$1.24M +14,939 New