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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$11.5M -$620K -3,034 -5%
WBG
177
Wharton Business Group
Pennsylvania
$11.4M -$324K -1,584 -3%
WIC
178
Willis Investment Counsel
Georgia
$11.4M +$19.8K +97 +0.2%
VC
179
Veery Capital
Delaware
$11.3M +$345K +1,689 +3%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$11.2M -$903K -4,416 -8%
SC
181
Sepio Capital
Utah
$11.1M -$309K -1,512 -3%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$11.1M -$1.66M -8,096 -13%
FOFP
183
Fee-Only Financial Planning
South Carolina
$11M -$162K -791 -1%
William Blair & Company
184
William Blair & Company
Illinois
$10.9M +$136K +663 +1%
LSA
185
Lansing Street Advisors
Pennsylvania
$10.8M +$642K +3,138 +6%
FCM
186
Firestone Capital Management
Florida
$10.8M +$213K +1,040 +2%
SCM
187
Steele Capital Management
Iowa
$10.7M -$1.54M -7,544 -13%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$10.6M +$10.4M +50,629 New
HCMT
189
Highland Capital Management (Tennessee)
Tennessee
$10.5M -$238K -1,162 -2%
JIC
190
Joel Isaacson & Co
New York
$10.5M +$177K +864 +2%
BCIM
191
Bishop & Co Investment Management
Pennsylvania
$10.4M +$269K +1,316 +3%
GFA
192
Gladwyn Financial Advisors
Virginia
$10.4M +$110K +538 +1%
CA
193
Capital Advantage
California
$10.4M +$187K +913 +2%
CIA
194
Concurrent Investment Advisors
Florida
$10.4M -$206K -1,009 -2%
LI
195
LMCG Investments
Massachusetts
$10.4M -$488K -2,389 -5%
FWP
196
Family Wealth Partners
North Carolina
$10.3M +$382K +1,866 +4%
CI
197
CX Institutional
Indiana
$10.1M +$104K +509 +1%
ODA
198
One Degree Advisors
California
$10.1M +$430K +2,102 +5%
KPWS
199
Kestra Private Wealth Services
Texas
$9.89M +$84.4K +413 +0.9%
JC
200
JBGlobal.com
New York
$9.74M -$1.17M -5,713 -11%