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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$4.02M +$363K +2,850 +10%
MCM
152
Manchester Capital Management
Vermont
$3.97M +$352K +2,768 +10%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$3.92M +$384K +3,020 +11%
BEAM
154
Baker Ellis Asset Management
Washington
$3.92M +$36.3K +285 +0.9%
WIC
155
Whitegate Investment Counselors
New Hampshire
$3.88M +$263K +2,067 +7%
JA
156
JOYN Advisors
Georgia
$3.69M +$61.7K +485 +2%
Northern Trust
157
Northern Trust
Illinois
$3.66M -$1M -7,891 -22%
AAS
158
Avantax Advisory Services
Texas
$3.62M +$306K +2,406 +9%
SFG
159
Sage Financial Group
Pennsylvania
$3.52M -$43K -338 -1%
BFS
160
Bradley Foster & Sargent
Connecticut
$3.49M -$97.8K -769 -3%
CT
161
Coastline Trust
Rhode Island
$3.48M +$86.5K +680 +3%
MFW
162
Mosaic Family Wealth
Missouri
$3.45M -$3.05M -23,976 -47%
PFA
163
Pure Financial Advisors
California
$3.44M -$98.5K -774 -3%
EGA
164
E&G Advisors
Texas
$3.43M -$73.3K -576 -2%
FC
165
Forte Capital
New York
$3.43M +$292K +2,298 +9%
WA
166
Waverly Advisors
Alabama
$3.41M +$144K +1,132 +4%
KL
167
KWMG LLC
Kansas
$3.37M +$130K +1,024 +4%
ACA
168
Atlas Capital Advisors
Wyoming
$3.3M +$1.24M +9,728 +61%
GP
169
Girard Partners
Pennsylvania
$3.26M -$362K -2,848 -10%
DSC
170
Duncker Streett & Co
Missouri
$3.26M +$70.3K +553 +2%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$3.26M +$3.22M +25,299 New
CM
172
Cornerstone Management
Georgia
$3.19M +$762K +5,987 +32%
PI
173
PHH Investments
Texas
$3.18M -$68.8K -541 -2%
OBWP
174
O'Brien Wealth Partners
Massachusetts
$3.17M -$136K -1,068 -4%
SHCM
175
Stokes & Hubbell Capital Management
Louisiana
$3.13M -$353K -2,775 -10%