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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
226
RegentAtlantic Capital
New Jersey
$608K
HCIA
227
Hochman Cole Investment Advisors
Illinois
$602K -$32.5K -313 -5%
NL
228
NWAM LLC
Washington
$592K +$2.7K +26 +0.5%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$585K +$59.3K +572 +11%
GJIC
230
Gamble Jones Investment Counsel
California
$563K +$1.56K +15 +0.3%
BBA
231
BLB&B Advisors
Pennsylvania
$542K
MBA
232
McQueen Ball & Associates
Pennsylvania
$537K +$41.5K +400 +9%
TCM
233
TD Capital Management
Tennessee
$518K -$32.4K -312 -6%
JCM
234
Jag Capital Management
Missouri
$507K +$110K +1,059 +28%
MWM
235
Mission Wealth Management
California
$505K
BF
236
BOK Financial
Oklahoma
$490K +$51.5K +497 +12%
AF
237
Alerus Financial
North Dakota
$489K +$481K +4,642 New
QCG
238
Quadrant Capital Group
Ohio
$474K
AIM
239
Advantage Investment Management
Iowa
$468K +$155K +1,492 +51%
CAN
240
Cetera Advisor Networks
California
$461K +$172K +1,655 +61%
SFG
241
StrategIQ Financial Group
Indiana
$461K +$454K +4,375 New
GWM
242
Geneos Wealth Management
Colorado
$460K -$3.01K -29 -0.7%
JIC
243
Joel Isaacson & Co
New York
$457K +$830 +8 +0.2%
IWMPD
244
Integrated Wealth Management (Palm Desert)
California
$457K +$450K +4,338 New
ABC
245
Associated Banc-Corp
Wisconsin
$455K -$8.3K -80 -2%
JFG
246
JMG Financial Group
Illinois
$449K -$128K -1,239 -23%
JIC
247
Johnson Investment Counsel
Ohio
$447K -$24.1K -232 -5%
IIC
248
Integrated Investment Consultants
Michigan
$442K +$4.87K +47 +1%
GA
249
Geneva Advisors
Illinois
$440K +$60.8K +586 +16%
OC
250
Oppenheimer & Co
New York
$431K -$80.4K -775 -16%