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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
$4.03M -$15.9K -163 -0.4%
CC
52
Courier Capital
New York
$3.82M
AWM
53
Avior Wealth Management
Nebraska
$3.8M -$135K -1,388 -4%
JP Morgan Chase
54
JP Morgan Chase
New York
$3.76M +$33.4K +343 +0.9%
CS
55
Credit Suisse
Switzerland
$3.64M +$450K +4,613 +15%
MA
56
MCF Advisors
Kentucky
$3.33M +$28K +287 +0.9%
OFS
57
Orrstown Financial Services
Pennsylvania
$3.28M +$51.4K +527 +2%
Truist Financial
58
Truist Financial
North Carolina
$3.27M +$257K +2,635 +9%
CAL
59
Capital Analysts LLC
Pennsylvania
$3.26M +$66.9K +686 +2%
CAN
60
Cetera Advisor Networks
California
$3.19M +$188K +1,925 +6%
Northern Trust
61
Northern Trust
Illinois
$3.16M -$81.6K -837 -3%
CNB
62
City National Bank
Delaware
$3.11M +$902K +9,251 +43%
AIS
63
American Investment Services
Massachusetts
$2.92M -$92.4K -948 -3%
IA
64
Ibbotson Associates
Illinois
$2.86M +$639K +6,556 +30%
CCM
65
Condor Capital Management
New Jersey
$2.85M +$61.1K +627 +2%
DY
66
Dowling & Yahnke
California
$2.76M -$80.1K -821 -3%
NFA
67
Nationwide Fund Advisors
Ohio
$2.74M +$293K +3,000 +12%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$2.74M +$244K +2,502 +10%
SFT
69
Simmons First Trust
Arkansas
$2.7M -$287K -2,942 -10%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$2.67M +$456K +4,675 +21%
LFG
71
LifePlan Financial Group
Ohio
$2.64M +$128K +1,314 +5%
WT
72
Whittier Trust
California
$2.56M -$96.7K -992 -4%
B
73
Baird
Wisconsin
$2.55M +$83.4K +855 +3%
WIC
74
Whitegate Investment Counselors
New Hampshire
$2.52M +$2.41M +24,696 New
MFS
75
MSI Financial Services
Massachusetts
$2.5M +$50.3K +516 +2%