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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
51
United Asset Strategies
New York
$2.86M +$692K +7,825 +33%
AIS
52
American Investment Services
Massachusetts
$2.77M -$174K -1,965 -6%
DY
53
Dowling & Yahnke
California
$2.62M -$174K -1,972 -6%
CPO
54
Cerity Partners OCIO
New York
$2.53M +$176K +1,988 +8%
Truist Financial
55
Truist Financial
North Carolina
$2.52M +$263K +2,969 +12%
WT
56
Whittier Trust
California
$2.39M -$302K -3,410 -11%
SI
57
Stephens Inc
Arkansas
$2.34M +$134K +1,514 +6%
CS
58
Credit Suisse
Switzerland
$2.34M +$304K +3,439 +15%
Comerica Bank
59
Comerica Bank
Texas
$2.29M +$2.25M +25,376 New
CCM
60
Condor Capital Management
New Jersey
$2.2M +$309K +3,491 +17%
LFG
61
LifePlan Financial Group
Ohio
$2.16M +$78K +882 +4%
FHA
62
First Horizon Advisors
Tennessee
$2.16M +$2.12M +23,953 New
BC
63
Burney Company
Virginia
$2.06M +$272K +3,072 +16%
MFS
64
MSI Financial Services
Massachusetts
$1.98M +$291K +3,292 +18%
B
65
Baird
Wisconsin
$1.95M -$294K -3,320 -13%
CAN
66
Cetera Advisor Networks
California
$1.94M +$297K +3,354 +19%
BWFA
67
Baltimore-Washington Financial Advisors
Maryland
$1.89M +$700K +7,910 +61%
TAIM
68
TD Ameritrade Investment Management
Nebraska
$1.87M +$60.8K +687 +3%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.74M -$2.11M -23,866 -55%
CDH
70
Charles D. Hyman
$1.74M +$79.6K +900 +5%
NFA
71
Nationwide Fund Advisors
Ohio
$1.72M +$1.68M +19,000 New
CA
72
Cetera Advisors
Colorado
$1.71M -$97.1K -1,098 -5%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.65M +$504K +5,697 +45%
KFS
74
KMS Financial Services
Washington
$1.65M +$5.75K +65 +0.4%
CT
75
Coastline Trust
Rhode Island
$1.61M +$90.7K +1,025 +6%