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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
201
Clearwater Capital Advisors
Illinois
$1.88M +$111K +836 +6%
MFW
202
Mosaic Family Wealth
Missouri
$1.88M -$9.81K -74 -0.5%
BC
203
Burleson & Co
California
$1.87M +$301K +2,273 +19%
BCA
204
Berman Capital Advisors
Georgia
$1.84M -$61.1K -461 -3%
LFAS
205
Level Four Advisory Services
Texas
$1.8M +$368K +2,774 +25%
WLIM
206
White Lighthouse Investment Management
Massachusetts
$1.79M +$105K +790 +6%
EWA
207
Exencial Wealth Advisors
Oklahoma
$1.77M +$99.5K +751 +6%
CPIG
208
Chicago Partners Investment Group
Illinois
$1.74M -$74.9K -565 -4%
CCM
209
Condor Capital Management
New Jersey
$1.69M -$15.2K -115 -0.9%
NDSI
210
Newman Dignan & Sheerar Inc
Rhode Island
$1.68M +$36.9K +278 +2%
CA
211
Cetera Advisors
Colorado
$1.66M +$1.7M +12,854 New
VFA
212
Voya Financial Advisors
Connecticut
$1.65M -$79.8K -602 -4%
FAIM
213
Financial Advocates Investment Management
Washington
$1.65M +$21.9K +165 +1%
FWP
214
FAS Wealth Partners
Kansas
$1.64M -$294K -2,219 -15%
FHC
215
First Heartland Consultants
Missouri
$1.64M -$215K -1,625 -11%
CANC
216
Culbertson A N & Co
Virginia
$1.6M -$109K -821 -6%
BJL
217
Brighton Jones LLC
Washington
$1.57M +$94K +709 +6%
Fiera Capital (Canada)
218
Fiera Capital (Canada)
Quebec, Canada
$1.54M +$57.9K +437 +4%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$1.53M -$2.12K -16 -0.1%
UB
220
UMB Bank
Missouri
$1.52M +$477K +3,598 +44%
DIA
221
Davidson Investment Advisors
Montana
$1.48M +$160K +1,205 +12%
QCG
222
Quadrant Capital Group
Ohio
$1.48M +$305K +2,304 +25%
GC
223
Gilbert & Cook
Iowa
$1.47M -$94.2K -711 -6%
EAM
224
Evanson Asset Management
California
$1.4M -$484K -3,651 -25%
FUBT
225
First United Bank & Trust
Maryland
$1.35M +$94.8K +715 +7%