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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
901
Stock Yards Bank & Trust
Kentucky
$258K – – –
TSWM
902
Tyler-Stone Wealth Management
Ohio
$258K +$257K +1,445 New
S
903
SignatureFD
Georgia
$256K -$3.2K -18 -1%
AT
904
American Trust
Kentucky
$256K +$255K +1,432 New
WIM
905
Warwick Investment Management
Texas
$253K +$251K +1,413 New
CBN
906
Cadence Bank NA
Texas
$252K – – –
CB
907
Community Bank
New York
$250K – – –
CAM
908
Crestone Asset Management
Colorado
$250K – – –
HJMC
909
Hellman Jordan Management Company
Massachusetts
$250K – – –
T
910
TNF
Montana
$248K – – –
OCM
911
One Capital Management
California
$248K +$27K +152 +12%
Principal Financial Group
912
Principal Financial Group
Iowa
$248K +$248K +1,392 New
GSWM
913
Golden State Wealth Management
California
$246K +$11.2K +63 +5%
JCIA
914
Jackson Creek Investment Advisors
Colorado
$246K +$27K +152 +12%
W
915
Wealthquest
Ohio
$244K -$43.9K -247 -15%
BNP Paribas Financial Markets
916
BNP Paribas Financial Markets
France
$243K +$241K +1,356 New
CAC
917
Certified Advisory Corp
Florida
$242K -$1.25K -7 -0.5%
FT
918
Fiduciary Trust
Massachusetts
$242K -$178 -1 -0.1%
WCAMG
919
Woodard & Company Asset Management Group
North Carolina
$241K -$35.6K -200 -13%
TBNY
920
Trustco Bank (New York)
New York
$241K – – –
SPWM
921
Schrum Private Wealth Management
Florida
$241K +$239K +1,344 New
RCAG
922
Rehmann Capital Advisory Group
Michigan
$239K +$711 +4 +0.3%
Franklin Resources
923
Franklin Resources
California
$239K -$25M -140,827 -99%
QCM
924
Quest Capital Management
Texas
$239K +$356 +2 +0.1%
CA
925
Claro Advisors
Massachusetts
$233K +$232K +1,304 New