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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
$2.04M +$176K +1,308 +10%
AF
202
Allworth Financial
California
$2.03M +$35.2K +262 +2%
CCA
203
Clearwater Capital Advisors
Illinois
$2.01M +$39.9K +297 +2%
BC
204
Burleson & Co
California
$1.98M +$22.3K +166 +1%
CS
205
Cannell & Spears
New York
$1.97M -$34.9K -260 -2%
HFS
206
HL Financial Services
Kentucky
$1.95M -$68.2K -508 -3%
FAIM
207
Financial Advocates Investment Management
Washington
$1.95M +$212K +1,577 +12%
LFAS
208
Level Four Advisory Services
Texas
$1.87M -$18.2K -136 -1%
NDSI
209
Newman Dignan & Sheerar Inc
Rhode Island
$1.85M +$89.2K +665 +5%
BJL
210
Brighton Jones LLC
Washington
$1.84M +$193K +1,437 +12%
CPIG
211
Chicago Partners Investment Group
Illinois
$1.83M +$5.5K +41 +0.3%
VFA
212
Voya Financial Advisors
Connecticut
$1.82M +$71.5K +533 +4%
SWM
213
SVA Wealth Management
Wisconsin
$1.82M -$772K -5,756 -30%
Fiera Capital (Canada)
214
Fiera Capital (Canada)
Quebec, Canada
$1.81M +$187K +1,396 +12%
CANC
215
Culbertson A N & Co
Virginia
$1.77M +$83.9K +625 +5%
M&T Bank
216
M&T Bank
New York
$1.75M -$266K -1,984 -13%
CCM
217
Condor Capital Management
New Jersey
$1.75M -$24.7K -184 -1%
FUBT
218
First United Bank & Trust
Maryland
$1.74M +$316K +2,356 +23%
FWP
219
FAS Wealth Partners
Kansas
$1.63M -$86.3K -643 -5%
CA
220
Cetera Advisors
Colorado
$1.63M -$112K -837 -7%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1.63M +$23.5K +175 +1%
FHC
222
First Heartland Consultants
Missouri
$1.6M -$115K -855 -7%
QCG
223
Quadrant Capital Group
Ohio
$1.56M – – –
DIA
224
Davidson Investment Advisors
Montana
$1.55M – – –
EAM
225
Evanson Asset Management
California
$1.47M +$1.34K +10 +0.1%