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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
201
Buffington Mohr McNeal
Idaho
$6.5M -$97.5K -614 -1%
MCM
202
MAI Capital Management
Ohio
$6.37M +$1.85M +11,659 +36%
SAM
203
Stone Asset Management
Texas
$6.32M +$99.6K +627 +1%
WIC
204
Whitegate Investment Counselors
New Hampshire
$6.31M +$240K +1,512 +4%
AIS
205
American Investment Services
Massachusetts
$6.3M -$121K -763 -2%
CWM
206
Connecticut Wealth Management
Connecticut
$6.06M +$31.9K +201 +0.5%
TC
207
Tacita Capital
Ontario, Canada
$6.02M +$3.97K +25 +0.1%
TAM
208
Tocqueville Asset Management
New York
$5.98M +$334K +2,102 +5%
AA
209
Atmos Advisory
Pennsylvania
$5.93M +$91.7K +577 +1%
HWM
210
HB Wealth Management
Georgia
$5.86M -$1.01M -6,339 -13%
SIA
211
Strategic Investment Advisors
Michigan
$5.83M +$1.19M +7,509 +23%
FCI
212
Financial Counselors Inc
Kansas
$5.83M +$655K +4,126 +11%
BSB
213
Bangor Savings Bank
Maine
$5.81M +$126K +793 +2%
E
214
ETFidea
New York
$5.81M +$108K +683 +2%
SFG
215
Sage Financial Group
Pennsylvania
$5.78M +$139K +872 +2%
FHA
216
First Horizon Advisors
Tennessee
$5.74M +$105K +658 +2%
ES
217
Eagle Strategies
New York
$5.71M +$267K +1,679 +4%
CFO
218
CVA Family Office
Colorado
$5.62M -$85.6K -539 -1%
CC
219
Courier Capital
New York
$5.61M +$24.5K +154 +0.4%
Citigroup
220
Citigroup
New York
$5.55M -$396K -2,496 -6%
PCMC
221
Paragon Capital Management (Colorado)
Colorado
$5.53M +$448K +2,821 +8%
ASN
222
Advisory Services Network
Georgia
$5.5M +$524K +3,296 +9%
GC
223
Garde Capital
Washington
$5.5M -$5.56K -35 -0.1%
QC
224
Quent Capital
New York
$5.45M +$34.3K +216 +0.6%
CM
225
Cornerstone Management
Georgia
$5.45M -$264K -1,662 -4%