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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
SII Investments
Wisconsin
$281K +$6.43K +66 +2%
PCM
177
Parsons Capital Management
Rhode Island
$277K – – –
GA
178
Geneva Advisors
Illinois
$277K +$268K +2,748 New
KWMG
179
King Wealth Management Group
Florida
$270K +$261K +2,678 New
BA
180
Bridgewater Advisors
New York
$262K – – –
ABC
181
Associated Banc-Corp
Wisconsin
$262K +$2.44K +25 +1%
BFPW
182
BOK Financial Private Wealth
Colorado
$260K – – –
CFSG
183
Community Financial Services Group
Vermont
$256K – – –
SC
184
SouthState Corp
Florida
$240K – – –
BTS
185
BB&T Securities
Virginia
$229K +$221K +2,271 New
HNB
186
Huntington National Bank
Ohio
$228K – – –
WCM
187
Wealthcare Capital Management
Virginia
$226K – – –
AF
188
Allworth Financial
California
$218K -$19K -195 -8%
VFS
189
VSR Financial Services
Kansas
$213K +$2.15K +22 +1%
NAMP
190
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K – – –
NCMW
191
Northern Capital Management (Wisconsin)
Wisconsin
$207K +$201K +2,060 New
FWM
192
Focused Wealth Management
New York
$203K +$975 +10 +0.5%
FTUS
193
Flow Traders U.S.
New York
$193K +$187K +1,918 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$176K +$81.8K +839 +92%
IFWM
195
Institute for Wealth Management
Colorado
$148K +$24.8K +254 +21%
CAL
196
Capital Advisors Ltd
Ohio
$147K – – –
PFA
197
Paradigm Financial Advisors
Missouri
$135K +$29.9K +307 +30%
AC
198
Alexandria Capital
Virginia
$129K -$47.2K -484 -27%
1IC
199
1919 Investment Counsel
Maryland
$129K +$30.3K +311 +32%
ST
200
Smithfield Trust
Pennsylvania
$112K – – –