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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
176
Hefty Wealth Partners
Indiana
$1.15M +$8.92K +86 +0.8%
WA
177
Waverly Advisors
Alabama
$1.14M +$192K +1,852 +21%
ICAS
178
Investors Capital Advisory Services
Massachusetts
$1.14M +$211K +2,037 +23%
PAI
179
Pittenger & Anderson Inc
Nebraska
$1.13M +$37.4K +361 +3%
EWA
180
Exencial Wealth Advisors
Oklahoma
$1.11M
KeyBank National Association
181
KeyBank National Association
Ohio
$1.09M +$414K +3,993 +63%
RC
182
Roundview Capital
New Jersey
$1.07M +$1.06M +10,200 New
BCIM
183
Bishop & Co Investment Management
Pennsylvania
$1.07M +$165K +1,593 +19%
AFP
184
Ausdal Financial Partners
Iowa
$1.05M +$25.9K +250 +3%
V
185
Veritable
Delaware
$1.03M
SI
186
SII Investments
Wisconsin
$960K +$5.7K +55 +0.6%
ATC
187
Argent Trust Co
Tennessee
$960K +$373K +3,601 +65%
BCM
188
BTC Capital Management
Iowa
$954K +$2.59K +25 +0.3%
RJT
189
Raymond James Trust
Florida
$924K
DC
190
Davenport & Co
Virginia
$922K +$4.56K +44 +0.5%
CPIG
191
Chicago Partners Investment Group
Illinois
$914K +$2.8K +27 +0.3%
CTC
192
Central Trust Company
Missouri
$889K -$15.5K -149 -2%
SHCM
193
Stokes & Hubbell Capital Management
Louisiana
$886K +$468K +4,508 +116%
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$885K +$622 +6 +0.1%
CCG
195
Chatham Capital Group
Georgia
$859K -$238K -2,297 -22%
FI
196
FormulaFolio Investments
Michigan
$853K -$14.1K -136 -2%
TWA
197
TCI Wealth Advisors
Arizona
$852K +$18.1K +175 +2%
IH
198
IFC Holdings
Florida
$834K -$143K -1,379 -15%
William Blair & Company
199
William Blair & Company
Illinois
$830K +$135K +1,303 +20%
WI
200
WrapManager Inc
California
$815K -$42.6K -411 -5%