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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
851
Appleton Partners
Massachusetts
$272K -$2.54K -16 -0.8%
MHS
852
M Holdings Securities
Oregon
$271K +$5.88K +37 +2%
TDC
853
Thompson Davis & Co
Virginia
$271K +$10.8K +68 +4%
MIM
854
Marco Investment Management
Georgia
$270K -$210K -1,325 -41%
KCM
855
Kanawha Capital Management
Virginia
$269K +$1.59K +10 +0.5%
MMHP
856
Murphy Middleton Hinkle & Parker
Georgia
$268K – – –
TFCP
857
Twin Focus Capital Partners
Massachusetts
$267K – – –
CAL
858
Capital Advisors Ltd
Ohio
$266K – – –
PB
859
Pinnacle Bancorp
Nebraska
$266K +$96.6K +608 +49%
WGCA
860
Wolf Group Capital Advisors
Virginia
$265K +$15.9K +100 +6%
LWM
861
Laidlaw Wealth Management
New York
$264K +$159 +1 +0.1%
TC
862
TownSquare Capital
Utah
$263K -$10.2K -64 -3%
BPFA
863
Barnes Pettey Financial Advisors
Mississippi
$262K – – –
GHAM
864
Gilman Hill Asset Management
Connecticut
$261K – – –
WTC
865
WhitTier Trust Company
Nevada
$260K – – –
KF
866
Krilogy Financial
Missouri
$260K +$30K +189 +12%
C1AG
867
Client 1st Advisory Group
Florida
$259K – – –
DE
868
Day & Ennis
Georgia
$254K -$47.7K -300 -14%
BB
869
Busey Bank
Illinois
$253K – – –
CIAS
870
Capital Investment Advisory Services
North Carolina
$252K +$159 +1 +0.1%
EDRH
871
Edmond de Rothschild Holding
Switzerland
$250K -$924K -5,814 -77%
RBFC
872
Roman Butler Fullerton & Co
Missouri
$250K -$89.7K -565 -25%
DWP
873
Destiny Wealth Partners
Florida
$250K – – –
GIA
874
GHP Investment Advisors
Colorado
$250K +$98.3K +619 +55%
RPWA
875
Regent Peak Wealth Advisors
Georgia
$248K -$107K -673 -28%