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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Bridgewater Advisors
New York
$253K +$245K +2,600 New
BFPW
177
BOK Financial Private Wealth
Colorado
$252K
ABC
178
Associated Banc-Corp
Wisconsin
$251K +$19.1K +203 +9%
CFSG
179
Community Financial Services Group
Vermont
$247K
SC
180
SouthState Corp
Florida
$233K
AF
181
Allworth Financial
California
$230K +$1.89K +20 +0.9%
SFG
182
Sage Financial Group
Pennsylvania
$220K +$213K +2,263 New
WCM
183
Wealthcare Capital Management
Virginia
$218K
HNB
184
Huntington National Bank
Ohio
$215K
VFS
185
VSR Financial Services
Kansas
$204K +$198K +2,094 New
NAMP
186
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$202K -$123K -1,300 -39%
SSB
187
Sandy Spring Bank
Maryland
$201K -$17.7K -188 -8%
FWM
188
Focused Wealth Management
New York
$195K +$19.2K +204 +11%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$194K +$5.38K +57 +3%
AC
190
Alexandria Capital
Virginia
$172K
CAL
191
Capital Advisors Ltd
Ohio
$142K +$137K +1,457 New
GHAM
192
Gilman Hill Asset Management
Connecticut
$134K +$130K +1,380 New
IFWM
193
Institute for Wealth Management
Colorado
$118K +$32.8K +348 +40%
ST
194
Smithfield Trust
Pennsylvania
$108K -$7.55K -80 -7%
PTC
195
Private Trust Company
Ohio
$108K
OC
196
Oakworth Capital
Alabama
$102K +$99K +1,050 New
PFA
197
Paradigm Financial Advisors
Missouri
$100K +$97.3K +1,031 New
ST
198
Stifel Trust
Missouri
$99K
1IC
199
1919 Investment Counsel
Maryland
$95K -$66.2K -702 -42%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$89K +$30K +318 +54%