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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
251
Van Cleef Asset Management
Ohio
$5.78M -$222K -1,410 -4%
JE
252
JMAC Enterprises
Pennsylvania
$5.77M +$137K +870 +3%
WQ
253
Wealth Quarterback
New Jersey
$5.7M +$921K +5,851 +20%
First Manhattan
254
First Manhattan
New York
$5.67M -$397K -2,521 -7%
CA
255
Cetera Advisors
Colorado
$5.63M +$356K +2,259 +7%
MWM
256
Meridian Wealth Management
Kentucky
$5.61M +$402K +2,551 +8%
MWM
257
MorganRosel Wealth Management
Colorado
$5.52M -$337K -2,140 -6%
FM
258
Foster & Motley
Ohio
$5.48M -$854K -5,426 -14%
OCFG
259
O'Connor Financial Group
Illinois
$5.47M +$361K +2,293 +7%
CI
260
CX Institutional
Indiana
$5.47M -$6.14K -39 -0.1%
MFG
261
Merit Financial Group
Georgia
$5.41M +$887K +5,633 +21%
TIM
262
Tortoise Investment Management
New York
$5.41M +$34.2K +217 +0.7%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$5.38M -$318K -2,022 -6%
ES
264
Eagle Strategies
New York
$5.35M -$571K -3,624 -10%
MCM
265
MAI Capital Management
Ohio
$5.3M -$888K -5,642 -15%
RIM
266
Rockbridge Investment Management
New York
$5.29M -$52.1K -331 -1%
LIA
267
LifePlan Investment Advisors
North Carolina
$5.25M +$4.99M +31,717 New
EWA
268
EP Wealth Advisors
California
$5.24M +$41.8M +265,594 +160%
FA
269
FDx Advisors
Illinois
$5.23M -$564K -3,584 -10%
ACA
270
Ackerman Capital Advisors
Texas
$5.18M -$26.1K -166 -0.5%
CFS
271
Cannon Financial Strategists
Georgia
$5.17M +$42K +267 +0.9%
WLIM
272
White Lighthouse Investment Management
Massachusetts
$5.17M -$9.92K -63 -0.2%
ATPW
273
Ashton Thomas Private Wealth
Arizona
$5.11M -$152K -964 -3%
SRC
274
Shufro Rose & Co
New York
$5.11M +$940K +5,969 +24%
CA
275
Cornerstone Advisory
Maryland
$5.08M -$476K -3,021 -9%