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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1201
Capital Investment Advisory Services
North Carolina
$159K +$4.62K +25 +3%
LCM
1202
Logan Capital Management
Pennsylvania
$159K – – –
SSB
1203
Sandy Spring Bank
Maryland
$157K -$12K -65 -7%
RIL
1204
Rothschild Investment LLC
Illinois
$157K – – –
SAM
1205
Smartleaf Asset Management
Massachusetts
$155K +$130K +702 +459%
MSWM
1206
Mowery & Schoenfeld Wealth Management
Illinois
$154K – – –
W
1207
WealthCollab
Washington
$149K – – –
BlackRock
1208
BlackRock
New York
$148K -$44K -238 -23%
WPA
1209
West Paces Advisors
Georgia
$148K -$18.5K -100 -11%
BEI
1210
Benjamin Edwards Inc
Missouri
$129K +$7.39K +40 +6%
CA
1211
Crewe Advisors
Utah
$126K – – –
CHA
1212
Carmichael Hill & Associates
Maryland
$125K -$240K -1,297 -65%
APW
1213
Atlantic Private Wealth
North Carolina
$123K – – –
GWP
1214
Gen-Wealth Partners
Michigan
$122K – – –
PA
1215
PSI Advisors
Florida
$120K – – –
ME
1216
McIlrath & Eck
Washington
$120K -$9.79K -53 -7%
HR
1217
Howe & Rusling
New York
$115K +$49K +265 +72%
BL
1218
BFSG LLC
California
$115K -$116K -626 -50%
AWA
1219
Alaska Wealth Advisors
Alaska
$114K -$2.22K -12 -2%
National Bank of Canada
1220
National Bank of Canada
Quebec, Canada
$114K – – –
Lazard Asset Management
1221
Lazard Asset Management
New York
$111K – – –
FMB
1222
Field & Main Bank
Kentucky
$110K – – –
CCP
1223
Clarkston Capital Partners
Michigan
$107K – – –
IRC
1224
Investors Research Corp
Georgia
$99.7K +$5.91K +32 +6%
S
1225
Sachetta
Massachusetts
$99.5K -$3.88K -21 -4%