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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SVA Wealth Management
Wisconsin
$3.91M +$3.79M +40,188 New
AWM
52
Avior Wealth Management
Nebraska
$3.81M +$3.69M +39,123 New
CC
53
Courier Capital
New York
$3.69M +$3.58M +37,939 New
JP Morgan Chase
54
JP Morgan Chase
New York
$3.6M +$96.3K +1,021 +3%
MA
55
MCF Advisors
Kentucky
$3.3M +$3.09M +32,793 +182,183%
Northern Trust
56
Northern Trust
Illinois
$3.14M -$14.5K -154 -0.5%
OFS
57
Orrstown Financial Services
Pennsylvania
$3.12M +$11.7K +124 +0.4%
CAL
58
Capital Analysts LLC
Pennsylvania
$3.09M -$35.2K -373 -1%
CS
59
Credit Suisse
Switzerland
$3.07M +$531K +5,626 +22%
AIS
60
American Investment Services
Massachusetts
$2.92M -$73K -774 -3%
Truist Financial
61
Truist Financial
North Carolina
$2.9M +$181K +1,921 +7%
SFT
62
Simmons First Trust
Arkansas
$2.9M -$840K -8,902 -23%
CAN
63
Cetera Advisor Networks
California
$2.89M +$779K +8,262 +39%
SI
64
Stephens Inc
Arkansas
$2.85M +$310K +3,285 +13%
CPO
65
Cerity Partners OCIO
New York
$2.76M +$29.6K +314 +1%
DY
66
Dowling & Yahnke
California
$2.75M -$68.9K -730 -3%
CCM
67
Condor Capital Management
New Jersey
$2.7M +$311K +3,295 +13%
BIT
68
BlackRock Institutional Trust
California
$2.69M +$2.2M +23,278 +541%
UAS
69
United Asset Strategies
New York
$2.6M -$466K -4,940 -16%
WT
70
Whittier Trust
California
$2.58M
LFG
71
LifePlan Financial Group
Ohio
$2.43M +$94.6K +1,003 +4%
BWFA
72
Baltimore-Washington Financial Advisors
Maryland
$2.4M +$352K +3,735 +18%
B
73
Baird
Wisconsin
$2.39M +$271K +2,874 +13%
MFS
74
MSI Financial Services
Massachusetts
$2.37M +$223K +2,369 +11%
NFA
75
Nationwide Fund Advisors
Ohio
$2.36M +$491K +5,200 +27%