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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
251
Oppenheimer & Co
New York
$431K -$80.4K -775 -16%
BRWA
252
B. Riley Wealth Advisors
Florida
$427K +$136K +1,312 +48%
WP
253
WMS Partners
Maryland
$407K +$311 +3 +0.1%
SFA
254
Sequoia Financial Advisors
Ohio
$405K – – –
BTS
255
BB&T Securities
Virginia
$393K +$60K +579 +18%
CCA
256
Clearwater Capital Advisors
Illinois
$390K +$387K +3,728 New
AA
257
Ancora Advisors
Ohio
$388K +$26.2K +253 +7%
SFS
258
Strategic Financial Services
New York
$386K – – –
BAC
259
Boys Arnold & Co
North Carolina
$376K +$44.1K +425 +13%
SCM
260
Southport Capital Management
Tennessee
$367K +$362K +3,489 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$364K -$70.1K -676 -16%
RGC
262
Roberts, Glore & Co
Illinois
$361K -$25.9K -250 -7%
WPW
263
Waldron Private Wealth
Pennsylvania
$356K +$351K +3,382 New
NDSI
264
Newman Dignan & Sheerar Inc
Rhode Island
$352K +$346K +3,341 New
ASN
265
Advisory Services Network
Georgia
$350K +$89.8K +866 +35%
CB
266
Commerce Bank
Missouri
$337K +$82.4K +795 +33%
GS
267
Girard Securities
California
$334K +$1.97K +19 +0.6%
PJSIMP
268
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K -$14.5K -140 -4%
AF
269
Allworth Financial
California
$308K -$750K -7,229 -71%
EWMCB
270
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$307K +$303K +2,918 New
VFS
271
VSR Financial Services
Kansas
$299K -$274K -2,638 -48%
NFG
272
Nations Financial Group
Iowa
$297K +$104 +1 +0%
TFF
273
The Family Firm
Maryland
$292K +$64.8K +625 +29%
Brown Advisory
274
Brown Advisory
Maryland
$288K -$9.75K -94 -3%
FWP
275
FAS Wealth Partners
Kansas
$286K – – –