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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
251
People's United Financial
Connecticut
$70K +$28.1K +265 +70%
MWAN
252
Mariner Wealth Advisors (NYC)
Kansas
$70K +$68K +640 New
Lazard Asset Management
253
Lazard Asset Management
New York
$66K
MWP
254
MYCIO Wealth Partners
Pennsylvania
$65K +$16.1K +152 +34%
RIA
255
Regal Investment Advisors
Michigan
$60K
TIM
256
Tortoise Investment Management
New York
$59K
PMFA
257
Plante Moran Financial Advisors
Michigan
$55K
TF
258
Tompkins Financial
New York
$55K
AWS
259
Aris Wealth Services
Pennsylvania
$46K +$44.4K +418 New
BC
260
Bartlett & Co
Ohio
$44K
NHFG
261
New Harbor Financial Group
Massachusetts
$44K
HI
262
Hudock Inc
Pennsylvania
$43K
RWM
263
Raffa Wealth Management
District of Columbia
$42.3K -$7.86K -74 -16%
EWM
264
Evercore Wealth Management
New York
$41K +$39.3K +370 New
TFA
265
Transamerica Financial Advisors
Florida
$40K +$38.5K +363 New
FANJ
266
Financial Architects (New Jersey)
New Jersey
$39K -$77.6K -731 -67%
PO
267
Private Ocean
California
$38K
AWM
268
AllSquare Wealth Management
New York
$37K
NEAM
269
New England Asset Management
Connecticut
$33K +$31.9K +300 New
LIA
270
LS Investment Advisors
Michigan
$32K
JAM
271
JCIC Asset Management
Ontario, Canada
$31K
HNB
272
Huntington National Bank
Ohio
$30K +$29.2K +275 New
TNB
273
Thomasville National Bank
Georgia
$29K +$28.2K +266 New
PCM
274
Parsons Capital Management
Rhode Island
$27K -$265K -2,500 -91%
WTC
275
WhitTier Trust Company
Nevada
$26K +$1.27K +12 +5%