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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
226
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$261K +$266K +2,425 New
FA
227
FDx Advisors
Illinois
$257K +$262K +2,387 New
SS
228
Simplicity Solutions
Minnesota
$256K -$86.5K -788 -25%
KA
229
Kovack Advisors
Florida
$255K +$10.5K +96 +4%
BDF
230
Balasa Dinverno & Foltz
$248K +$7.46K +68 +3%
NFG
231
Next Financial Group
Texas
$247K -$11K -100 -4%
DPI
232
Diversified Portfolios Inc
Michigan
$247K
W
233
Wealthfront
California
$243K +$246K +2,241 +14,940%
WCM
234
Wealthcare Capital Management
Virginia
$242K
BF
235
BOK Financial
Oklahoma
$239K
ST
236
Sageworth Trust
Pennsylvania
$238K
WFG
237
Wills Financial Group
Virginia
$237K +$215K +1,957 New
BB
238
Bell Bank
North Dakota
$224K
DIP
239
DT Investment Partners
Pennsylvania
$224K +$228K +2,078 New
VNA
240
Valley National Advisers
Pennsylvania
$223K
AG
241
Appleton Group
Wisconsin
$218K +$3.07K +28 +1%
CB
242
Commerce Bank
Missouri
$213K +$9.55K +87 +5%
Barclays
243
Barclays
United Kingdom
$212K
BWFM
244
Bridgewater Wealth & Financial Management
Maryland
$212K
GHAM
245
Gilman Hill Asset Management
Connecticut
$207K
JA
246
JOYN Advisors
Georgia
$207K
LFA
247
Landmark Financial Advisors
Kentucky
$204K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$197K -$50.1K -457 -20%
VC
249
Vestor Capital
Illinois
$194K +$197K +1,798 New
WA
250
Waverly Advisors
Alabama
$135K +$138K +1,254 New