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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cranbrook Wealth Management
Michigan
$4.75M -$215K -1,871 -5%
BFA
102
Bragg Financial Advisors
North Carolina
$4.75M +$477K +4,162 +12%
HighTower Advisors
103
HighTower Advisors
Illinois
$4.58M +$570K +4,973 +15%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$4.48M +$539K +4,696 +15%
CL
105
Choreo LLC
Illinois
$4.47M +$1.45M +12,632 +52%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$4.47M +$979K +8,535 +29%
NCMW
107
Northern Capital Management (Wisconsin)
Wisconsin
$4.46M -$846K -7,377 -17%
KP
108
Keel Point
Alabama
$4.42M +$4.19M +36,533 New
AIS
109
American Investment Services
Massachusetts
$4.41M -$49.1K -428 -1%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$4.38M -$597K -5,205 -13%
FC
111
Forte Capital
New York
$4.29M -$345K -3,012 -8%
CC
112
Courier Capital
New York
$4.25M -$75.2K -656 -2%
OFS
113
Orrstown Financial Services
Pennsylvania
$4.24M -$449K -3,917 -10%
Northern Trust
114
Northern Trust
Illinois
$3.94M -$221K -1,927 -6%
MA
115
MUFG Americas
New York
$3.93M +$650K +5,667 +21%
SRSA
116
S.R. Schill & Associates
Washington
$3.9M -$306K -2,670 -8%
SI
117
SII Investments
Wisconsin
$3.79M +$2.47M +21,578 +218%
NFC
118
Northeast Financial Consultants
Connecticut
$3.77M -$5.73K -50 -0.2%
MAS
119
Managed Account Services
Florida
$3.77M +$3.57M +31,159 New
IA
120
IFP Advisors
Florida
$3.76M +$394K +3,437 +12%
OBWP
121
O'Brien Wealth Partners
Massachusetts
$3.74M +$2.11M +18,438 +148%
BA
122
BKS Advisors
Michigan
$3.73M -$7.34K -64 -0.2%
IA
123
Independence Advisors
Pennsylvania
$3.66M +$286K +2,494 +9%
PFA
124
Pure Financial Advisors
California
$3.65M +$11.7K +102 +0.3%
LFG
125
LifePlan Financial Group
Ohio
$3.59M -$32.9K -287 -1%