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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
276
TD Capital Management
Tennessee
$601K -$5.41K -44 -0.9%
JIC
277
Joel Isaacson & Co
New York
$601K +$1.6K +13 +0.3%
GWM
278
Geneos Wealth Management
Colorado
$596K +$106K +866 +22%
AA
279
Alesco Advisors
New York
$577K +$577K +4,693 New
IWMPD
280
Integrated Wealth Management (Palm Desert)
California
$572K +$25.6K +208 +5%
WEC
281
Winslow Evans & Crocker
Massachusetts
$570K +$164K +1,334 +40%
NPF
282
Norris Perne & French
Michigan
$570K -$87.6K -713 -13%
ABC
283
Associated Banc-Corp
Wisconsin
$561K +$17.2K +140 +3%
JIC
284
Johnson Investment Counsel
Ohio
$560K +$37.3K +304 +7%
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$557K +$557K +4,530 New
RIA
286
Regal Investment Advisors
Michigan
$551K +$68.3K +556 +14%
AF
287
Allworth Financial
California
$539K -$36.6K -298 -6%
SCM
288
Southport Capital Management
Tennessee
$532K +$36.1K +294 +7%
ISL
289
Ingalls & Snyder LLC
New York
$528K +$251K +2,041 +90%
BAC
290
Boys Arnold & Co
North Carolina
$519K +$80K +651 +18%
EWM
291
Empirical Wealth Management
Washington
$518K +$123K +1,005 +31%
IIC
292
Integrated Investment Consultants
Michigan
$516K -$123 -1 -0%
SFG
293
StrategIQ Financial Group
Indiana
$512K +$2.58K +21 +0.5%
Millennium Management
294
Millennium Management
New York
$506K -$120K -979 -19%
GA
295
Geneva Advisors
Illinois
$503K -$49K -399 -9%
SWM
296
Stockman Wealth Management
Montana
$502K +$1.97K +16 +0.4%
PA
297
Parallel Advisors
California
$491K +$360K +2,930 +273%
PFPT
298
Pinnacle Financial Partners (Tennessee)
Tennessee
$490K +$106K +859 +27%
CB
299
Commerce Bank
Missouri
$485K +$246 +2 +0.1%
ASN
300
Advisory Services Network
Georgia
$477K +$477K +3,880 New