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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
SOA Wealth Advisors
New York
$3.06M -$459K -2,679 -13%
JIC
302
Joel Isaacson & Co
New York
$3.02M -$56.3K -329 -2%
BCM
303
Beck Capital Management
Texas
$3.02M +$36K +210 +1%
NL
304
NWAM LLC
Washington
$3.02M -$59.1K -345 -2%
FAIM
305
Financial Advocates Investment Management
Washington
$2.94M +$85.8K +501 +3%
EVM
306
Eaton Vance Management
Massachusetts
$2.94M +$125K +728 +3%
PAI
307
Pittenger & Anderson Inc
Nebraska
$2.9M +$518K +3,025 +21%
CDH
308
Charles D. Hyman
$2.82M +$9.07K +53 +0.3%
TNBTD
309
Trustmark National Bank Trust Department
Mississippi
$2.81M -$73.1K -427 -3%
WA
310
WP Advisors
California
$2.8M +$1.37K +8 +0%
BRWM
311
B. Riley Wealth Management
Tennessee
$2.77M +$2.8M +16,369 New
CFA
312
Cahill Financial Advisors
Minnesota
$2.7M -$1.2K -7 -0%
DSC
313
Duncker Streett & Co
Missouri
$2.68M -$355K -2,074 -12%
RPSA
314
Richard P. Slaughter Associates
Texas
$2.67M +$545K +3,183 +25%
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$2.65M +$2.68M +15,633 New
TA
316
TruWealth Advisors
Louisiana
$2.63M +$278K +1,623 +12%
VC
317
Veery Capital
Delaware
$2.63M +$162K +948 +6%
DY
318
Dowling & Yahnke
California
$2.61M -$88K -514 -3%
FFG
319
Fullen Financial Group
Ohio
$2.58M -$24.5K -143 -0.9%
HMS
320
Hanseatic Management Services
New Mexico
$2.58M -$36.5K -213 -1%
CL
321
CSS LLC
Illinois
$2.57M -$1.2M -7,000 -32%
WTFG
322
Wells Trecaso Financial Group
Ohio
$2.48M -$17.1K -100 -0.7%
H
323
HoyleCohen
California
$2.48M +$237K +1,387 +10%
CFAM
324
Center For Asset Management
Florida
$2.45M +$65.7K +384 +3%
MCCP
325
Mission Creek Capital Partners
California
$2.43M +$119K +696 +5%