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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WhitTier Trust Company
1176
WhitTier Trust Company
Nevada
$398K – – –
ONSWM
1177
Old North State Wealth Management
North Carolina
$398K -$1.34K -6 -0.3%
Evercore Wealth Management
1178
Evercore Wealth Management
New York
$397K – – –
NLP
1179
Next Level Private
New York
$395K +$1.34K +6 +0.3%
Sax Wealth Advisors
1180
Sax Wealth Advisors
New Jersey
$393K -$12.5K -56 -3%
Summit Financial Strategies
1181
Summit Financial Strategies
Ohio
$392K +$6.71K +30 +2%
Range Advisory
1182
Range Advisory
Virginia
$390K +$18.6K +83 +5%
MAM
1183
MWA Asset Management
Massachusetts
$390K +$3.13K +14 +0.8%
Capital Advisors Ltd
1184
Capital Advisors Ltd
Ohio
$389K – – –
UFA
1185
Uptown Financial Advisors
Texas
$388K – – –
GC
1186
Guidance Capital
Kentucky
$388K -$53.4K -239 -13%
SIC
1187
Sterling Investment Counsel
New York
$387K +$16.3K +73 +4%
CLA
1188
Carnegie Lake Advisors
New Jersey
$386K -$11.2K -50 -3%
NWF Advisory Services
1189
NWF Advisory Services
California
$385K – – –
Cutler Investment Counsel
1190
Cutler Investment Counsel
Oregon
$383K – – –
Guardian Wealth Advisors (North Carolina)
1191
Guardian Wealth Advisors (North Carolina)
North Carolina
$381K +$117K +522 +42%
Vista Capital Partners
1192
Vista Capital Partners
Oregon
$379K +$4.02K +18 +1%
SA
1193
Stewardship Advisors
Pennsylvania
$378K +$52.8K +236 +16%
CPW
1194
Cove Private Wealth
New York
$378K -$989K -4,425 -72%
Ethos Financial Group
1195
Ethos Financial Group
Pennsylvania
$377K +$388K +1,735 New
EP
1196
Essential Partners
California
$376K +$13.2K +59 +4%
NHT
1197
New Hampshire Trust
New Hampshire
$374K +$7.82K +35 +2%
Williams Jones Wealth Management
1198
Williams Jones Wealth Management
New York
$374K +$385K +1,721 New
KMG Fiduciary Partners
1199
KMG Fiduciary Partners
Ohio
$373K +$47.2K +211 +14%
Berman McAleer
1200
Berman McAleer
Maryland
$371K – – –