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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
226
Vestor Capital
Illinois
$210K +$204K +1,983 New
BWFM
227
Bridgewater Wealth & Financial Management
Maryland
$208K +$203K +1,966 New
JA
228
JOYN Advisors
Georgia
$203K +$198K +1,921 New
VNA
229
Valley National Advisers
Pennsylvania
$196K +$208K +2,015 New
AF
230
Allworth Financial
California
$191K +$186K +1,807 New
PAI
231
Pittenger & Anderson Inc
Nebraska
$179K +$147K +1,425 +538%
SFPM
232
Sensible Financial Planning & Management
Massachusetts
$154K -$72.7K -705 -33%
CAL
233
Capital Advisors Ltd
Ohio
$123K -$30K -291 -20%
WEC
234
Winslow Evans & Crocker
Massachusetts
$120K
ST
235
Smithfield Trust
Pennsylvania
$117K
FANJ
236
Financial Architects (New Jersey)
New Jersey
$115K +$206 +2 +0.2%
AllianceBernstein
237
AllianceBernstein
Tennessee
$114K +$45.2K +438 +69%
OC
238
Oakworth Capital
Alabama
$111K
SSB
239
Sandy Spring Bank
Maryland
$107K -$30.9K -300 -23%
KCM
240
Karp Capital Management
California
$98K +$95.4K +925 New
AC
241
Alexandria Capital
Virginia
$91K -$13.3K -129 -13%
FWM
242
Focused Wealth Management
New York
$91K +$73.9K +717 +512%
JWA
243
JFS Wealth Advisors
Pennsylvania
$88K -$60.2K -584 -41%
PSI
244
Pinnacle Summer Investments
Virginia
$87K
NSIM
245
North Star Investment Management
Illinois
$86K +$928 +9 +1%
FBT
246
Founders Bank & Trust
Michigan
$74K
IFA
247
Interactive Financial Advisors
Illinois
$65K +$15.4K +149 +32%
Lazard Asset Management
248
Lazard Asset Management
New York
$64K
RIA
249
Regal Investment Advisors
Michigan
$58K
TIM
250
Tortoise Investment Management
New York
$57K -$77.3K -750 -58%