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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Exencial Wealth Advisors
Oklahoma
$1.48M +$27.5K +225 +2%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$1.48M +$1.07M +8,716 +265%
JFA
203
Johanson Financial Advisors
California
$1.47M +$218K +1,786 +18%
EAM
204
Evanson Asset Management
California
$1.47M +$6.48K +53 +0.4%
AF
205
Allworth Financial
California
$1.46M +$914K +7,475 +170%
VFA
206
Voya Financial Advisors
Connecticut
$1.45M +$186K +1,521 +15%
QCG
207
Quadrant Capital Group
Ohio
$1.45M -$116K -947 -7%
WBG
208
Wharton Business Group
Pennsylvania
$1.43M +$7.33K +60 +0.5%
BJL
209
Brighton Jones LLC
Washington
$1.39M +$1.38M +11,322 New
FUBT
210
First United Bank & Trust
Maryland
$1.39M +$13.4K +110 +1%
NAMP
211
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.39M -$4.89K -40 -0.4%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$1.36M -$2.93K -24 -0.2%
PFPT
213
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.35M +$856K +7,000 +175%
CIC
214
Cutler Investment Counsel
Oregon
$1.34M -$30.2K -247 -2%
LFAS
215
Level Four Advisory Services
Texas
$1.33M
NDSI
216
Newman Dignan & Sheerar Inc
Rhode Island
$1.29M -$319K -2,610 -20%
HFS
217
HL Financial Services
Kentucky
$1.27M +$53.8K +440 +4%
IFWM
218
Institute for Wealth Management
Colorado
$1.26M +$1.25M +10,220 New
BP
219
Ballentine Partners
Massachusetts
$1.23M +$164K +1,342 +16%
V
220
Veritable
Delaware
$1.2M
DC
221
Davenport & Co
Virginia
$1.19M +$80K +654 +7%
CAN
222
Cetera Advisor Networks
California
$1.18M -$27.6K -226 -2%
TH
223
Timber Hill
Connecticut
$1.17M -$1.24M -10,126 -51%
Fiera Capital (Canada)
224
Fiera Capital (Canada)
Quebec, Canada
$1.15M +$50.1K +410 +5%
RC
225
Roundview Capital
New Jersey
$1.15M -$18.3K -150 -2%