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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
301
Cassaday & Co
Virginia
$86K -$4.28M -45,464 -98%
BlackRock
302
BlackRock
New York
$85K -$31.5K -335 -29%
JWA
303
JFS Wealth Advisors
Pennsylvania
$79K -$2.63K -28 -3%
TDC
304
Thompson Davis & Co
Virginia
$73K +$23.9K +254 +55%
First Manhattan
305
First Manhattan
New York
$67K
PMFA
306
Plante Moran Financial Advisors
Michigan
$65K
SBL
307
Sargent Bickham Lagudis
Colorado
$62K +$57.1K +607 New
HR
308
Howe & Rusling
New York
$62K +$57.4K +610 New
SSB
309
Sandy Spring Bank
Maryland
$61K -$11.8K -125 -17%
TIM
310
Tortoise Investment Management
New York
$55K
TF
311
Tompkins Financial
New York
$51K
EWM
312
Evercore Wealth Management
New York
$47K
MWP
313
MYCIO Wealth Partners
Pennsylvania
$47K +$188 +2 +0.4%
BC
314
Bartlett & Co
Ohio
$41K
PO
315
Private Ocean
California
$36K
HI
316
Hudock Inc
Pennsylvania
$32K -$1.41K -15 -4%
HNB
317
Huntington National Bank
Ohio
$30K
JAM
318
JCIC Asset Management
Ontario, Canada
$29K
MWM
319
MinichMacGregor Wealth Management
New York
$28K +$17.9K +190 +211%
WTC
320
WhitTier Trust Company
Nevada
$24K
AC
321
Alexandria Capital
Virginia
$23K -$8.75K -93 -29%
BC
322
Barnett & Company
Tennessee
$23K +$21.2K +225 New
CP
323
Corbenic Partners
Pennsylvania
$21K
Legal & General Group
324
Legal & General Group
United Kingdom
$21K
Manulife (Manufacturers Life Insurance)
325
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$6.87K +73 +62%