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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Prosperity Planning
Missouri
$5.79M +$680K +4,316 +14%
First Manhattan
227
First Manhattan
New York
$5.75M +$1.84M +11,685 +51%
CA
228
Capital Advantage
California
$5.74M +$509K +3,231 +10%
FFG
229
Ford Financial Group
California
$5.63M +$554K +3,517 +12%
FCI
230
Financial Counselors Inc
Kansas
$5.59M -$2.75M -17,465 -34%
SIA
231
Strategic Investment Advisors
Michigan
$5.53M +$49.3K +313 +0.9%
MMA
232
Miracle Mile Advisors
California
$5.43M -$846K -5,371 -14%
BWFA
233
Baltimore-Washington Financial Advisors
Maryland
$5.25M -$54K -343 -1%
MSWMA
234
Market Street Wealth Management Advisors
Indiana
$5.24M -$838K -5,321 -14%
SPC
235
Sigma Planning Corp
Michigan
$5.24M +$408K +2,589 +9%
PCMC
236
Paragon Capital Management (Colorado)
Colorado
$5.19M +$4.93M +31,327 New
SFM
237
Signet Financial Management
New Jersey
$5.16M -$604K -3,834 -11%
NFG
238
Next Financial Group
Texas
$5.09M -$519K -3,298 -10%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$5.05M +$369K +2,344 +8%
QWM
240
Quaker Wealth Management
New Jersey
$5.03M +$35.4K +225 +0.7%
IA
241
IndexIQ Advisors
New York
$5M -$3.82M -24,267 -45%
CI
242
CX Institutional
Indiana
$5M +$774K +4,914 +19%
HI
243
Harbour Investments
Wisconsin
$4.98M +$4.73M +30,057 New
CAWM
244
Capital Advisors Wealth Management
Washington
$4.97M +$4.73M +30,008 New
ACA
245
Ackerman Capital Advisors
Texas
$4.89M +$90.3K +573 +2%
MFW
246
Mosaic Family Wealth
Missouri
$4.82M -$568K -3,607 -11%
WIC
247
Whitegate Investment Counselors
New Hampshire
$4.81M +$200K +1,268 +5%
BI
248
Berkeley Inc
Idaho
$4.76M +$158K +1,001 +4%
US Bancorp
249
US Bancorp
Minnesota
$4.71M +$320K +2,032 +8%
EVM
250
Eaton Vance Management
Massachusetts
$4.7M +$558K +3,544 +14%