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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$513K +$495K +4,012 New
NPF
302
Norris Perne & French
Michigan
$494K -$26.4K -214 -5%
CB
303
Chemical Bank
Michigan
$494K +$57.2K +464 +14%
SFA
304
Sequoia Financial Advisors
Ohio
$491K -$16K -130 -3%
RA
305
RFG Advisory
Alabama
$489K +$472K +3,830 New
PG
306
Patten Group
Tennessee
$481K -$186K -1,512 -29%
W
307
Wealthfront
California
$474K +$88.5K +718 +24%
AA
308
Ancora Advisors
Ohio
$468K -$11.5K -93 -2%
VAM
309
Visionary Asset Management
Texas
$467K -$22.3K -181 -5%
FHA
310
Flagship Harbor Advisors
Massachusetts
$464K +$15.2K +123 +3%
BFPW
311
BOK Financial Private Wealth
Colorado
$456K -$5.05K -41 -1%
BRF
312
B. Riley Financial
California
$455K +$439K +3,564 New
KCPG
313
Kavar Capital Partners Group
Kansas
$442K
WP
314
WMS Partners
Maryland
$441K +$247 +2 +0.1%
NFG
315
Nations Financial Group
Iowa
$435K +$740 +6 +0.2%
RWM
316
Raffa Wealth Management
District of Columbia
$434K +$368K +2,989 +740%
JCM
317
Jag Capital Management
Missouri
$428K -$6.9K -56 -2%
WFG
318
Wills Financial Group
Virginia
$426K -$15.9K -129 -4%
RGC
319
Roberts, Glore & Co
Illinois
$417K
TIM
320
Tortoise Investment Management
New York
$406K +$222K +1,801 +131%
AIM
321
Advantage Investment Management
Iowa
$403K -$45.4K -368 -10%
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$401K -$28.4K -230 -7%
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$398K
JC
324
Jentner Corp
Ohio
$397K
IWM
325
IHT Wealth Management
Illinois
$396K +$616 +5 +0.2%