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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
176
Duncker Streett & Co
Missouri
$3.29M -$12.1K -93 -0.4%
CM
177
Cornerstone Management
Georgia
$3.25M +$8.58K +66 +0.3%
GP
178
Girard Partners
Pennsylvania
$3.21M -$94.5K -727 -3%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$3.16M +$430K +3,304 +16%
PI
180
PHH Investments
Texas
$3.16M -$63.5K -488 -2%
JFA
181
Johanson Financial Advisors
California
$3.14M +$101K +774 +3%
WCM
182
Windham Capital Management
Massachusetts
$3.12M
PMG
183
ProVise Management Group
Florida
$3.04M -$29.5K -227 -1%
NHC
184
Nicholas Hoffman & Company
Georgia
$3.01M +$33.7K +259 +1%
William Blair & Company
185
William Blair & Company
Illinois
$2.99M -$75.7K -582 -2%
FC
186
Forte Capital
New York
$2.94M -$534K -4,110 -15%
ACM
187
Advisors Capital Management
New Jersey
$2.93M +$413K +3,178 +16%
Fiera Capital (Canada)
188
Fiera Capital (Canada)
Quebec, Canada
$2.84M
AWA
189
ARS Wealth Advisors
Florida
$2.83M -$27.2K -209 -1%
US Bancorp
190
US Bancorp
Minnesota
$2.83M +$97.1K +747 +4%
DY
191
Dowling & Yahnke
California
$2.8M -$263K -2,020 -9%
CA
192
CapWealth Advisors
Tennessee
$2.79M +$4.81K +37 +0.2%
CB
193
Commerce Bank
Missouri
$2.75M +$64.4K +495 +2%
HA
194
Hamel Associates
New Jersey
$2.73M +$2.08K +16 +0.1%
SWA
195
Stratos Wealth Advisors
Ohio
$2.73M -$6.5K -50 -0.2%
EI
196
Ellevest Inc
New York
$2.72M +$31.7K +244 +0.6%
Citadel Advisors
197
Citadel Advisors
Florida
$2.7M -$1.8M -13,813 -40%
SB
198
Simmons Bank
Arkansas
$2.68M +$87.1K +670 +3%
WLIM
199
White Lighthouse Investment Management
Massachusetts
$2.66M +$187K +1,435 +8%
OBWP
200
O'Brien Wealth Partners
Massachusetts
$2.64M -$602K -4,630 -19%