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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$1.57M -$160K -1,228 -9%
CCM
252
Condor Capital Management
New Jersey
$1.57M +$23.4K +180 +2%
ACA
253
Atlas Capital Advisors
Wyoming
$1.57M -$1.76M -13,558 -53%
MSWMA
254
Market Street Wealth Management Advisors
Indiana
$1.55M +$1.52M +11,708 New
AF
255
Allworth Financial
California
$1.53M +$139K +1,070 +10%
TF
256
Trek Financial
Arizona
$1.53M -$19.9K -153 -1%
CS
257
Comerica Securities
Michigan
$1.52M -$760K -5,844 -33%
ADL
258
Asset Dedication LLC
California
$1.5M -$48.8K -375 -3%
WTFG
259
Wells Trecaso Financial Group
Ohio
$1.5M -$75.4K -580 -5%
BCA
260
Berman Capital Advisors
Georgia
$1.49M -$263K -2,019 -15%
ASN
261
Advisory Services Network
Georgia
$1.49M +$35.5K +273 +2%
FAIM
262
Financial Advocates Investment Management
Washington
$1.45M -$80K -615 -5%
FI
263
FormulaFolio Investments
Michigan
$1.44M +$200K +1,536 +16%
WI
264
WrapManager Inc
California
$1.43M +$279K +2,149 +24%
MA
265
MONECO Advisors
Connecticut
$1.41M +$23.4K +180 +2%
NNP
266
Nachman Norwood & Parrott
South Carolina
$1.39M -$21.1K -162 -2%
V
267
Veritable
Delaware
$1.37M
FUBT
268
First United Bank & Trust
Maryland
$1.36M -$42.1K -324 -3%
TI
269
Truepoint Inc
Ohio
$1.34M +$184K +1,414 +16%
RJT
270
Raymond James Trust
Florida
$1.33M +$111K +851 +9%
AR
271
Advisory Research
Illinois
$1.31M
FANJ
272
Financial Architects (New Jersey)
New Jersey
$1.31M +$49.2K +378 +4%
SWM
273
SVA Wealth Management
Wisconsin
$1.31M
CS
274
Credit Suisse
Switzerland
$1.31M +$1.3M +10,001 New
GCA
275
Gradient Capital Advisors
California
$1.29M +$89.1K +685 +7%