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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
276
Veritable
Delaware
$1.58M +$139K +1,050 +10%
BJL
277
Brighton Jones LLC
Washington
$1.58M -$96.6K -729 -6%
FANJ
278
Financial Architects (New Jersey)
New Jersey
$1.57M +$308K +2,328 +25%
RJT
279
Raymond James Trust
Florida
$1.57M +$14.2K +107 +0.9%
PFPT
280
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.57M -$13.6K -103 -0.9%
CBFP
281
Cedar Brook Financial Partners
Ohio
$1.54M +$377K +2,843 +34%
GCA
282
Gradient Capital Advisors
California
$1.54M -$68.4K -516 -4%
BFA
283
Beacon Financial Advisory
Ohio
$1.52M +$1.47M +11,084 New
BCA
284
Berman Capital Advisors
Georgia
$1.51M +$6.36K +48 +0.4%
MWM
285
Merriman Wealth Management
Washington
$1.51M +$265K +2,004 +22%
PD
286
Planning Directions
Pennsylvania
$1.49M +$84.4K +637 +6%
ADL
287
Asset Dedication LLC
California
$1.48M +$90.6K +684 +7%
CWM
288
Capital Wealth Management
Rhode Island
$1.47M +$4.5K +34 +0.3%
AIP
289
Almanack Investment Partners
Pennsylvania
$1.45M +$1.4M +10,591 New
MA
290
MONECO Advisors
Connecticut
$1.45M +$31.5K +238 +2%
Cerity Partners
291
Cerity Partners
New York
$1.45M +$863K +6,517 +161%
NNP
292
Nachman Norwood & Parrott
South Carolina
$1.4M -$25.3K -191 -2%
CA
293
Cetera Advisors
Colorado
$1.39M +$45K +340 +3%
VWM
294
Venturi Wealth Management
Texas
$1.39M +$1.34M +10,140 New
FUBT
295
First United Bank & Trust
Maryland
$1.39M +$60.4K +456 +5%
AR
296
Advisory Research
Illinois
$1.38M – – –
BRWA
297
B. Riley Wealth Advisors
Florida
$1.37M +$75.3K +568 +6%
JIC
298
JRM Investment Counsel
Nebraska
$1.37M +$725K +5,470 +120%
SWM
299
SVA Wealth Management
Wisconsin
$1.37M +$52.5K +396 +4%
NDSI
300
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$24.2K +183 +2%