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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
RKL Wealth Management
Pennsylvania
$393K -$116K -943 -23%
AG
327
Appleton Group
Wisconsin
$379K +$23.9K +194 +7%
SFS
328
Strategic Financial Services
New York
$378K +$30.8K +250 +9%
ZB
329
Zions Bancorporation
Utah
$373K +$35.4K +287 +11%
PTC
330
Private Trust Company
Ohio
$367K
Brown Advisory
331
Brown Advisory
Maryland
$363K +$616 +5 +0.2%
EHPM
332
Emery Howard Portfolio Management
California
$362K +$349K +2,831 New
FTUS
333
Flow Traders U.S.
New York
$355K +$343K +2,780 New
NSIM
334
North Star Investment Management
Illinois
$346K +$986 +8 +0.3%
MRC
335
Millburn Ridgefield Corp
New York
$345K -$63.5K -515 -16%
RWA
336
Ropes Wealth Advisors
Massachusetts
$345K
AAP
337
Arax Advisory Partners
Colorado
$339K +$92.8K +753 +40%
WI
338
WBI Investments
New Jersey
$335K +$323K +2,623 New
EWMCB
339
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$334K
PCM
340
Parsons Capital Management
Rhode Island
$332K +$320K +2,596 New
KA
341
Kovack Advisors
Florida
$329K +$22.7K +184 +8%
NP
342
NorthRock Partners
Minnesota
$320K -$6.78K -55 -2%
BDF
343
Balasa Dinverno & Foltz
$316K +$5.18K +42 +2%
GHAM
344
Gilman Hill Asset Management
Connecticut
$313K
TFF
345
The Family Firm
Maryland
$310K +$986 +8 +0.3%
LFA
346
Landmark Financial Advisors
Kentucky
$307K
NFP
347
Narus Financial Partners
Utah
$305K +$37.1K +301 +14%
OIA
348
OneDigital Investment Advisors
Kansas
$304K -$271K -2,198 -48%
WTC
349
WhitTier Trust Company
Nevada
$300K
NHC
350
Nicholas Hoffman & Company
Georgia
$300K +$289K +2,347 New