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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
176
Bradley Foster & Sargent
Connecticut
$4.3M +$519K +3,921 +14%
UB
177
UMB Bank
Missouri
$4.12M +$787K +5,941 +25%
WT
178
Whittier Trust
California
$3.93M -$132 -1 -0%
CAAS
179
Capital Asset Advisory Services
Michigan
$3.88M +$935K +7,056 +33%
EI
180
Ellevest Inc
New York
$3.87M +$457K +3,449 +14%
CM
181
Cornerstone Management
Georgia
$3.77M +$284K +2,141 +8%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$3.74M -$204K -1,540 -5%
SFO
183
Stokes Family Office
Louisiana
$3.71M +$3.59M +27,080 New
CT
184
Coastline Trust
Rhode Island
$3.71M +$96.7K +730 +3%
TIM
185
Tortoise Investment Management
New York
$3.7M +$521K +3,934 +17%
WIC
186
Woodmont Investment Counsel
Tennessee
$3.69M +$11.3K +85 +0.3%
CS
187
Comerica Securities
Michigan
$3.6M +$1.22M +9,211 +54%
SFG
188
Sage Financial Group
Pennsylvania
$3.58M -$51.7K -390 -1%
EGA
189
E&G Advisors
Texas
$3.5M -$2.92K -22 -0.1%
MFW
190
Mosaic Family Wealth
Missouri
$3.49M -$102K -772 -3%
NHC
191
Nicholas Hoffman & Company
Georgia
$3.46M +$115K +871 +4%
PFA
192
Pure Financial Advisors
California
$3.45M -$57.5K -434 -2%
CA
193
Capital Advantage
California
$3.44M +$158K +1,195 +5%
RWA
194
Redhawk Wealth Advisors
Minnesota
$3.42M +$1.39M +10,477 +72%
PI
195
PHH Investments
Texas
$3.37M +$32.1K +242 +1%
EWM
196
Empirical Wealth Management
Washington
$3.35M +$641K +4,841 +25%
DSC
197
Duncker Streett & Co
Missouri
$3.31M -$128K -967 -4%
William Blair & Company
198
William Blair & Company
Illinois
$3.29M +$154K +1,164 +5%
WCM
199
Windham Capital Management
Massachusetts
$3.28M – – –
CB
200
Commerce Bank
Missouri
$3.2M -$57K -430 -2%