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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$6.68M +$1.31M +9,754 +25%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.57M +$209K +1,558 +3%
AWM
103
Avior Wealth Management
Nebraska
$6.51M -$5.9K -44 -0.1%
FCI
104
Financial Counselors Inc
Kansas
$6.41M +$89.2K +665 +1%
MA
105
MUFG Americas
New York
$6.29M +$48.2K +359 +0.8%
BWFA
106
Baltimore-Washington Financial Advisors
Maryland
$6.23M +$25.4K +189 +0.4%
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$6.21M -$1.75M -13,066 -22%
SFM
108
Signet Financial Management
New Jersey
$6.16M -$258K -1,921 -4%
SPIA
109
Steward Partners Investment Advisory
New York
$6.15M +$103K +769 +2%
Truist Financial
110
Truist Financial
North Carolina
$6.12M -$56.1K -418 -0.9%
TAM
111
Tocqueville Asset Management
New York
$6.1M +$6.02M +44,892 New
GC
112
Garde Capital
Washington
$5.97M -$159K -1,182 -3%
TW
113
Towerpoint Wealth
California
$5.95M +$787K +5,867 +15%
Vanguard Group
114
Vanguard Group
Pennsylvania
$5.94M +$262K +1,953 +5%
PFM
115
Phillips Financial Management
Indiana
$5.52M -$49.4K -368 -0.9%
SFG
116
Sage Financial Group
Pennsylvania
$5.4M +$118K +881 +2%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$5.38M +$855K +6,373 +19%
AIM
118
Allen Investment Management
New York
$5.27M – – –
SG Americas Securities
119
SG Americas Securities
New York
$5.24M +$2.09M +15,578 +68%
GP
120
Girard Partners
Pennsylvania
$5.08M -$224K -1,669 -4%
NFG
121
NewFocus Financial Group
Washington
$5.08M +$79K +589 +2%
CS
122
Comerica Securities
Michigan
$5.01M +$7.78K +58 +0.2%
SC
123
Savant Capital
Illinois
$4.94M -$123K -917 -2%
IA
124
IFP Advisors
Florida
$4.82M -$78K -581 -2%
LFG
125
LifePlan Financial Group
Ohio
$4.77M +$186K +1,389 +4%