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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
176
Cornerstone Management
Georgia
$3.27M +$62.7K +490 +2%
DSC
177
Duncker Streett & Co
Missouri
$3.24M -$9.09K -71 -0.3%
EI
178
Ellevest Inc
New York
$3.19M -$1.95M -15,225 -38%
NHC
179
Nicholas Hoffman & Company
Georgia
$3.15M +$169K +1,317 +6%
PI
180
PHH Investments
Texas
$3.14M +$21.5K +168 +0.7%
Vanguard Group
181
Vanguard Group
Pennsylvania
$3.14M -$1.79M -13,956 -36%
UB
182
UMB Bank
Missouri
$3.11M +$206K +1,612 +7%
CA
183
Capital Advantage
California
$3.1M +$3.08M +24,057 New
ACM
184
Advisors Capital Management
New Jersey
$3.1M +$202K +1,577 +7%
WCM
185
Windham Capital Management
Massachusetts
$3.08M – – –
CB
186
Commerce Bank
Missouri
$3.06M +$346K +2,703 +13%
TIM
187
Tortoise Investment Management
New York
$2.97M +$395K +3,089 +15%
William Blair & Company
188
William Blair & Company
Illinois
$2.94M -$2.18K -17 -0.1%
JFA
189
Johanson Financial Advisors
California
$2.92M -$182K -1,425 -6%
NA
190
NewEdge Advisors
Louisiana
$2.82M +$1.97M +15,427 +239%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$2.82M +$190K +1,485 +7%
DY
192
Dowling & Yahnke
California
$2.79M +$29.4K +230 +1%
PMG
193
ProVise Management Group
Florida
$2.77M -$229K -1,789 -8%
GIM
194
Goelzer Investment Management
Indiana
$2.76M +$283K +2,212 +11%
BDF
195
Black Diamond Financial
Maryland
$2.74M +$743K +5,803 +38%
CAAS
196
Capital Asset Advisory Services
Michigan
$2.74M +$1.15M +8,968 +73%
AWA
197
ARS Wealth Advisors
Florida
$2.68M -$115K -897 -4%
CA
198
CapWealth Advisors
Tennessee
$2.67M -$82.3K -643 -3%
SB
199
Simmons Bank
Arkansas
$2.65M +$2.05K +16 +0.1%
HA
200
Hamel Associates
New Jersey
$2.62M -$78.3K -612 -3%