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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$174K +$137K +1,252 +388%
OC
327
Oakworth Capital
Alabama
$167K +$50.8K +463 +44%
Simplex Trading
328
Simplex Trading
Illinois
$163K +$32.9K +300 +26%
CWM
329
Concert Wealth Management
California
$161K +$161K +1,464 New
VC
330
Vestor Capital
Illinois
$159K – – –
CAL
331
Capital Advisors Ltd
Ohio
$133K – – –
BlackRock
332
BlackRock
New York
$131K +$42.4K +387 +48%
IFA
333
Interactive Financial Advisors
Illinois
$124K +$114K +1,039 +1,283%
WTC
334
WhitTier Trust Company
Nevada
$121K +$28.2K +257 +31%
NSIM
335
North Star Investment Management
Illinois
$120K +$18K +164 +18%
PSUF
336
People's United Financial
Connecticut
$115K – – –
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$101K – – –
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$101K +$548 +5 +0.6%
LYV
339
Live Your Vision
Pennsylvania
$96K +$95.5K +871 New
CB
340
Community Bank
New York
$95K – – –
CC
341
Cassaday & Co
Virginia
$94K – – –
PMFA
342
Plante Moran Financial Advisors
Michigan
$91K +$20.1K +183 +29%
JWA
343
JFS Wealth Advisors
Pennsylvania
$87K +$329 +3 +0.4%
HNB
344
Huntington National Bank
Ohio
$84K – – –
First Manhattan
345
First Manhattan
New York
$73K – – –
TF
346
Tompkins Financial
New York
$65K – – –
TIM
347
Tortoise Investment Management
New York
$60K – – –
BC
348
Bartlett & Co
Ohio
$55K – – –
ZB
349
Zions Bancorporation
Utah
$55K +$54.2K +494 New
BWA
350
Burt Wealth Advisors
Maryland
$54K +$53.7K +490 New