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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Community Bank
New York
$87K – – –
CC
302
Cassaday & Co
Virginia
$86K -$4.28M -45,464 -98%
BlackRock
303
BlackRock
New York
$85K -$31.5K -335 -29%
JWA
304
JFS Wealth Advisors
Pennsylvania
$79K -$2.63K -28 -3%
TDC
305
Thompson Davis & Co
Virginia
$73K +$23.9K +254 +55%
First Manhattan
306
First Manhattan
New York
$67K – – –
PMFA
307
Plante Moran Financial Advisors
Michigan
$65K – – –
SBL
308
Sargent Bickham Lagudis
Colorado
$62K +$57.1K +607 New
HR
309
Howe & Rusling
New York
$62K +$57.4K +610 New
SSB
310
Sandy Spring Bank
Maryland
$61K -$11.8K -125 -17%
TIM
311
Tortoise Investment Management
New York
$55K – – –
TF
312
Tompkins Financial
New York
$51K – – –
EWM
313
Evercore Wealth Management
New York
$47K – – –
MWP
314
MYCIO Wealth Partners
Pennsylvania
$47K +$188 +2 +0.4%
BC
315
Bartlett & Co
Ohio
$41K – – –
PO
316
Private Ocean
California
$36K – – –
HI
317
Hudock Inc
Pennsylvania
$32K -$1.41K -15 -4%
HNB
318
Huntington National Bank
Ohio
$30K – – –
JAM
319
JCIC Asset Management
Ontario, Canada
$29K – – –
MWM
320
MinichMacGregor Wealth Management
New York
$28K +$17.9K +190 +211%
WTC
321
WhitTier Trust Company
Nevada
$24K – – –
AC
322
Alexandria Capital
Virginia
$23K -$8.75K -93 -29%
BC
323
Barnett & Company
Tennessee
$23K +$21.2K +225 New
CP
324
Corbenic Partners
Pennsylvania
$21K – – –
Legal & General Group
325
Legal & General Group
United Kingdom
$21K – – –