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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
176
Polaris Wealth Advisory Group
California
$123K +$34.5K +390 +40%
ST
177
Smithfield Trust
Pennsylvania
$107K +$24.8K +280 +31%
PTC
178
Private Trust Company
Ohio
$100K +$41.3K +467 +73%
ST
179
Stifel Trust
Missouri
$92K – – –
IFWM
180
Institute for Wealth Management
Colorado
$78K +$76.5K +865 New
TF
181
Tompkins Financial
New York
$69K +$68.1K +770 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$53K +$20.1K +227 +62%
PMFA
183
Plante Moran Financial Advisors
Michigan
$45K – – –
RFA
184
Reilly Financial Advisors
California
$42K – – –
WCM
185
Windsor Capital Management
Arizona
$41K – – –
MWP
186
MYCIO Wealth Partners
Pennsylvania
$39K – – –
TIM
187
Tortoise Investment Management
New York
$38K – – –
JIR
188
James Investment Research
Ohio
$32K +$31K +350 New
JFA
189
JNBA Financial Advisors
Minnesota
$27K – – –
FANJ
190
Financial Architects (New Jersey)
New Jersey
$26K – – –
MA
191
MUFG Americas
New York
$22K -$1.16M -13,130 -98%
LIA
192
LS Investment Advisors
Michigan
$19K – – –
CFS
193
Community Financial System
New York
$18K – – –
CP
194
Corbenic Partners
Pennsylvania
$18K – – –
IAS
195
INR Advisory Services
Pennsylvania
$18K – – –
Canada Life
196
Canada Life
Manitoba, Canada
$18K +$17.7K +200 New
HCM
197
Horrell Capital Management
Arkansas
$8K – – –
FNBT
198
FineMark National Bank & Trust
Florida
$7K – – –
EWM
199
Evercore Wealth Management
New York
$6K – – –
PSI
200
Pinnacle Summer Investments
Virginia
$3K – – –