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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
BHK Investment Advisors
Alabama
$9.52M +$715K +5,391 +8%
Mariner
77
Mariner
Kansas
$9.16M -$537K -4,048 -5%
NCMW
78
Northern Capital Management (Wisconsin)
Wisconsin
$9.1M -$978K -7,375 -9%
BFA
79
Bragg Financial Advisors
North Carolina
$8.92M +$699K +5,272 +8%
Citigroup
80
Citigroup
New York
$8.73M +$1.42M +10,683 +19%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$8.38M -$541K -4,083 -6%
IFS
82
Ifrah Financial Services
Arkansas
$8.28M -$88.7K -669 -1%
BCIM
83
Bishop & Co Investment Management
Pennsylvania
$8.09M +$350K +2,643 +4%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$7.95M -$162K -1,223 -2%
FHA
85
First Horizon Advisors
Tennessee
$7.87M -$2.56M -19,319 -24%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$7.61M -$1.67M -12,581 -18%
BWM
87
Brickley Wealth Management
California
$7.57M -$315K -2,380 -4%
FA
88
Fortis Advisors
Pennsylvania
$7.43M +$4.34M +32,754 +133%
FAAS
89
First Allied Advisory Services
California
$7.4M +$691K +5,211 +10%
OBWP
90
O'Brien Wealth Partners
Massachusetts
$7.32M -$624K -4,707 -8%
AIS
91
American Investment Services
Massachusetts
$7.3M +$3.5M +26,383 +88%
JP Morgan Chase
92
JP Morgan Chase
New York
$7.28M -$639K -4,818 -8%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$7.28M -$376K -2,836 -5%
NWM
94
Northwest Wealth Management
Iowa
$7.09M -$127K -958 -2%
PCG
95
Private Capital Group
Connecticut
$7.05M +$406K +3,065 +6%
CWM
96
Cornerstone Wealth Management
Missouri
$6.83M +$80.5K +607 +1%
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$6.41M +$407K +3,072 +7%
LIA
98
LS Investment Advisors
Michigan
$6.32M +$1.41M +10,607 +28%
Comerica Bank
99
Comerica Bank
Texas
$6.31M +$1.27M +9,590 +25%
AWM
100
Avior Wealth Management
Nebraska
$6.21M -$110K -832 -2%