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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGK
1376
Steigerwald Gordon & Koch
Virginia
$158K +$155K +756 New
AA
1377
Addison Advisors
Vermont
$158K -$6.95K -34 -4%
GEA
1378
Glen Eagle Advisors
New Jersey
$156K +$14.3K +70 +10%
Kayne Anderson Rudnick Investment Management
1379
Kayne Anderson Rudnick Investment Management
California
$155K -$156K -764 -51%
HHGA
1380
Halbert Hargrove Global Advisors
California
$150K – – –
CW
1381
Curio Wealth
Maryland
$147K – – –
NSG
1382
Nalls Sherbakoff Group
Tennessee
$147K – – –
CFO
1383
Colony Family Offices
North Carolina
$145K – – –
APW
1384
Atlantic Private Wealth
North Carolina
$140K – – –
TIM
1385
Thompson Investment Management
Wisconsin
$133K – – –
MCM
1386
MV Capital Management
Maryland
$132K – – –
CCM
1387
Cloud Capital Management
Washington
$131K +$128K +624 New
Lazard Asset Management
1388
Lazard Asset Management
New York
$127K – – –
FMB
1389
Field & Main Bank
Kentucky
$125K – – –
GI
1390
GAMMA Investing
California
$124K – – –
LI
1391
LRI Investments
Florida
$123K -$67.5K -330 -36%
JFGIW
1392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$87.9K -430 -43%
1L
1393
10Elms LLP
Oklahoma
$117K – – –
BL
1394
BFSG LLC
California
$114K +$17.4K +85 +19%
OFG
1395
Oxford Financial Group
Indiana
$112K – – –
Qube Research & Technologies (QRT)
1396
Qube Research & Technologies (QRT)
United Kingdom
$109K -$7.57K -37 -7%
WPA
1397
West Paces Advisors
Georgia
$108K -$30.5K -149 -22%
BCPWM
1398
Bradley & Co Private Wealth Management
Florida
$106K – – –
FC
1399
Fairscale Capital
New Hampshire
$105K – – –
WWMSC
1400
Wagner Wealth Management (South Carolina)
South Carolina
$105K – – –