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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$6.17M -$1.9M -14,624 -24%
HCMT
102
Highland Capital Management (Tennessee)
Tennessee
$6.16M +$711K +5,461 +13%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$6.06M +$69.8K +536 +1%
MA
104
MUFG Americas
New York
$6.05M +$42.3K +325 +0.7%
FCI
105
Financial Counselors Inc
Kansas
$6.03M -$233K -1,793 -4%
GC
106
Garde Capital
Washington
$6.01M -$311K -2,387 -5%
Truist Financial
107
Truist Financial
North Carolina
$6M +$21.6K +166 +0.4%
SWM
108
Shakespeare Wealth Management
Wisconsin
$5.86M +$5.74M +44,127 New
SPIA
109
Steward Partners Investment Advisory
New York
$5.75M +$190K +1,461 +3%
ONB
110
Old National Bancorp
Indiana
$5.72M +$480K +3,687 +9%
PFM
111
Phillips Financial Management
Indiana
$5.68M -$91.2K -701 -2%
Vanguard Group
112
Vanguard Group
Pennsylvania
$5.6M +$7.03K +54 +0.1%
PA
113
Probity Advisors
Texas
$5.36M -$1.1M -8,437 -17%
MWM
114
Merriman Wealth Management
Washington
$5.32M +$198K +1,525 +4%
Comerica Bank
115
Comerica Bank
Texas
$5.26M +$393K +3,021 +9%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$5.18M +$1.02M +7,809 +25%
AIM
117
Allen Investment Management
New York
$5.16M
LIA
118
LS Investment Advisors
Michigan
$5.07M +$488K +3,750 +11%
SFG
119
Sage Financial Group
Pennsylvania
$5.03M +$708K +5,437 +17%
NFG
120
NewFocus Financial Group
Washington
$4.92M -$4.68K -36 -0.1%
FFG
121
Ford Financial Group
California
$4.91M +$4.74M +36,397 New
IA
122
IFP Advisors
Florida
$4.79M +$834K +6,408 +22%
GFPC
123
Global Financial Private Capital
Florida
$4.77M -$556K -4,269 -11%
CWM
124
Cranbrook Wealth Management
Michigan
$4.74M -$96.4K -741 -2%
PI
125
PHH Investments
Texas
$4.74M +$544K +4,181 +13%