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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Advantage Investment Management
Iowa
$474K -$226K -1,836 -32%
RWM
302
RKL Wealth Management
Pennsylvania
$471K +$33.5K +273 +8%
PL
303
Plancorp LLC
Missouri
$471K +$104K +844 +28%
GCMG
304
Gyroscope Capital Management Group
Florida
$466K +$466K +3,790 New
RFS
305
Rockefeller Financial Services
New York
$464K +$464K +3,775 New
AA
306
Ancora Advisors
Ohio
$462K -$7.62K -62 -2%
S
307
SignatureFD
Georgia
$455K +$231K +1,883 +103%
BFPW
308
BOK Financial Private Wealth
Colorado
$454K -$32.9K -268 -7%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$450K +$94.1K +766 +26%
JCM
310
Jag Capital Management
Missouri
$436K +$436K +3,549 New
MRC
311
Millburn Ridgefield Corp
New York
$433K -$42.8K -348 -9%
MHS
312
M Holdings Securities
Oregon
$431K -$19.8K -161 -4%
OC
313
Oppenheimer & Co
New York
$430K -$182K -1,481 -30%
NFG
314
Next Financial Group
Texas
$429K -$750K -6,102 -64%
GS
315
Girard Securities
California
$426K -$7.86K -64 -2%
KCPG
316
Kavar Capital Partners Group
Kansas
$425K +$425K +3,460 New
WP
317
WMS Partners
Maryland
$424K +$246 +2 +0.1%
ACP
318
Aveo Capital Partners
Colorado
$413K +$43.9K +357 +12%
WFG
319
Wills Financial Group
Virginia
$410K +$7.13K +58 +2%
AIA
320
Allegis Investment Advisors
Idaho
$405K +$98.3K +800 +32%
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$404K -$403K -3,284 -50%
RGC
322
Roberts, Glore & Co
Illinois
$401K -$317K -2,577 -44%
FHA
323
Flagship Harbor Advisors
Massachusetts
$398K +$58.6K +477 +17%
PTC
324
Private Trust Company
Ohio
$398K +$100K +816 +34%
BFG
325
Barber Financial Group
Kansas
$396K -$28.9K -235 -7%