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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1251
Logan Capital Management
Pennsylvania
$174K – – –
SSB
1252
Sandy Spring Bank
Maryland
$173K – – –
BlackRock
1253
BlackRock
New York
$171K +$8.65K +45 +6%
MSWM
1254
Mowery & Schoenfeld Wealth Management
Illinois
$169K – – –
W
1255
WealthCollab
Washington
$165K +$384 +2 +0.2%
WPA
1256
West Paces Advisors
Georgia
$164K +$1.35K +7 +0.9%
PG
1257
Proffitt & Goodson
Tennessee
$157K -$66.3K -345 -31%
CIAS
1258
Capital Investment Advisory Services
North Carolina
$156K -$18.5K -96 -11%
BOC
1259
Bull Oak Capital
California
$149K +$143K +744 New
TCM
1260
TD Capital Management
Tennessee
$149K -$26.9K -140 -16%
NPP
1261
New Potomac Partners
Maryland
$149K +$142K +740 New
AA
1262
Addison Advisors
Vermont
$147K -$109K -565 -44%
CA
1263
Crewe Advisors
Utah
$139K +$577 +3 +0.4%
APW
1264
Atlantic Private Wealth
North Carolina
$135K – – –
ME
1265
McIlrath & Eck
Washington
$134K +$1.73K +9 +1%
PA
1266
PSI Advisors
Florida
$132K – – –
Kayne Anderson Rudnick Investment Management
1267
Kayne Anderson Rudnick Investment Management
California
$131K -$110K -570 -47%
AWA
1268
Alaska Wealth Advisors
Alaska
$125K – – –
Lazard Asset Management
1269
Lazard Asset Management
New York
$122K – – –
FMB
1270
Field & Main Bank
Kentucky
$120K – – –
CCP
1271
Clarkston Capital Partners
Michigan
$118K – – –
BL
1272
BFSG LLC
California
$116K -$9.61K -50 -8%
EFP
1273
EnRich Financial Partners
Wisconsin
$111K +$3.08K +16 +3%
FCAS
1274
First Command Advisory Services
Texas
$110K +$33.3K +173 +46%
IRC
1275
Investors Research Corp
Georgia
$110K – – –