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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
201
Woodmont Investment Counsel
Tennessee
$420K +$3.84K +35 +0.9%
SFA
202
Sequoia Financial Advisors
Ohio
$414K
BFEC
203
Benjamin F. Edwards & Company
Missouri
$406K +$19.1K +174 +5%
AA
204
Ancora Advisors
Ohio
$404K +$411K +3,748 New
CYG
205
Clean Yield Group
Vermont
$400K +$407K +3,709 New
WP
206
WMS Partners
Maryland
$399K +$110 +1 +0%
JIC
207
Joel Isaacson & Co
New York
$394K +$219 +2 +0.1%
CPSAC
208
Chas P. Smith & Associates (CPS)
Florida
$389K +$395K +3,604 New
PCA
209
Peddock Capital Advisors
Massachusetts
$380K +$18.1K +165 +5%
GA
210
Geneva Advisors
Illinois
$375K +$6.58K +60 +2%
GLRA
211
Gerald L. Ray & Associates
Texas
$364K
CS
212
Comerica Securities
Michigan
$362K +$22.4K +204 +6%
SWP
213
Stratos Wealth Partners
Ohio
$337K +$45.9K +418 +15%
RC
214
RegentAtlantic Capital
New Jersey
$328K -$56.4K -514 -14%
BTS
215
BB&T Securities
Virginia
$306K +$14.7K +134 +5%
KL
216
KWMG LLC
Kansas
$300K +$305K +2,784 New
TI
217
Truepoint Inc
Ohio
$292K +$42.5K +387 +17%
RMCM
218
Reynders McVeigh Capital Management
Massachusetts
$287K -$16.8K -153 -5%
EWMCB
219
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$281K -$2.3K -21 -0.8%
GWM
220
Gupta Wealth Management
California
$280K +$987 +9 +0.3%
CCA
221
Checchi Capital Advisers
California
$279K -$217K -1,982 -43%
BFPW
222
BOK Financial Private Wealth
Colorado
$278K
CFSG
223
Community Financial Services Group
Vermont
$274K
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$270K -$5.16K -47 -2%
SC
225
SouthState Corp
Florida
$266K +$11.3K +103 +4%