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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cranbrook Wealth Management
Michigan
$4.79M -$177K -1,709 -4%
PA
77
Probity Advisors
Texas
$4.76M +$4.68M +45,170 New
MCM
78
Manchester Capital Management
Vermont
$4.66M -$767K -7,397 -14%
Truist Financial
79
Truist Financial
North Carolina
$4.6M +$148K +1,426 +3%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$4.45M +$4.38M +42,208 New
FC
81
Forte Capital
New York
$4.42M -$134K -1,295 -3%
NCMW
82
Northern Capital Management (Wisconsin)
Wisconsin
$4.41M +$978K +9,430 +29%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$4.38M -$188K -1,814 -4%
GP
84
Girard Partners
Pennsylvania
$4.36M -$7.88K -76 -0.2%
OFS
85
Orrstown Financial Services
Pennsylvania
$4.21M -$265K -2,552 -6%
B
86
Bailard
California
$4.15M +$613K +5,912 +18%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$4.09M +$420K +4,048 +12%
SB
88
Simmons Bank
Arkansas
$3.98M +$35.3K +340 +0.9%
AIS
89
American Investment Services
Massachusetts
$3.92M +$326K +3,141 +9%
GT
90
Glenmede Trust
Pennsylvania
$3.9M -$58.1K -560 -1%
CC
91
Courier Capital
New York
$3.77M +$7.16K +69 +0.2%
Northern Trust
92
Northern Trust
Illinois
$3.73M +$316K +3,045 +9%
FIG
93
FundX Investment Group
California
$3.73M +$3.67M +35,430 New
SFM
94
Signet Financial Management
New Jersey
$3.67M +$7.88K +76 +0.2%
HCMT
95
Highland Capital Management (Tennessee)
Tennessee
$3.61M +$660K +6,364 +23%
JIC
96
JRM Investment Counsel
Nebraska
$3.6M +$561K +5,408 +19%
WSTAM
97
Wilbanks Smith & Thomas Asset Management
Virginia
$3.44M +$126K +1,215 +4%
BFA
98
Bragg Financial Advisors
North Carolina
$3.41M +$307K +2,960 +10%
NFC
99
Northeast Financial Consultants
Connecticut
$3.22M +$5.18K +50 +0.2%
BA
100
BKS Advisors
Michigan
$3.22M +$3.17M +30,568 New