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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
276
Roundview Capital
New Jersey
$1.29M -$33.6K -264 -3%
PWAC
277
Private Wealth Advisors (California)
California
$1.28M +$27.5K +216 +2%
AI
278
Atria Investments
North Carolina
$1.27M -$115K -903 -8%
BCM
279
BTC Capital Management
Iowa
$1.26M +$88.4K +695 +8%
First Manhattan
280
First Manhattan
New York
$1.25M +$10.8K +85 +0.9%
FANJ
281
Financial Architects (New Jersey)
New Jersey
$1.24M +$216K +1,695 +21%
Renaissance Technologies
282
Renaissance Technologies
New York
$1.24M +$1.22M +9,601 New
FI
283
FormulaFolio Investments
Michigan
$1.22M +$87.3K +686 +8%
AWA
284
Arete Wealth Advisors
Illinois
$1.21M +$106K +833 +10%
RJT
285
Raymond James Trust
Florida
$1.21M
MWM
286
Merriman Wealth Management
Washington
$1.21M -$141K -1,105 -11%
CA
287
Cetera Advisors
Colorado
$1.2M -$246K -1,935 -17%
GC
288
Gilbert & Cook
Iowa
$1.19M -$57.6K -453 -5%
GCA
289
Gradient Capital Advisors
California
$1.19M -$15.4K -121 -1%
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$1.18M +$2.16K +17 +0.2%
GA
291
GFS Advisors
Texas
$1.16M -$13K -102 -1%
DSA
292
Droms Strauss Advisors
Missouri
$1.16M -$438K -3,442 -28%
CCA
293
Clearwater Capital Advisors
Illinois
$1.15M -$498K -3,914 -30%
TI
294
Truepoint Inc
Ohio
$1.14M +$67.5K +531 +6%
S
295
Surevest
California
$1.14M -$125K -979 -10%
WI
296
WrapManager Inc
California
$1.14M -$15K -118 -1%
BAAM
297
Baker Avenue Asset Management
California
$1.13M -$17.8K -140 -2%
CBFP
298
Cedar Brook Financial Partners
Ohio
$1.12M +$7K +55 +0.6%
PD
299
Planning Directions
Pennsylvania
$1.12M +$92.9K +730 +9%
IWA
300
Intercontinental Wealth Advisors
Texas
$1.09M -$16.3K -128 -1%