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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
326
First National Bank of Mount Dora
Florida
$558K +$547K +4,201 New
SFG
327
StrategIQ Financial Group
Indiana
$554K +$651 +5 +0.1%
OC
328
Oppenheimer & Co
New York
$554K +$16.9K +130 +3%
TCM
329
TD Capital Management
Tennessee
$544K +$1.95K +15 +0.4%
FHA
330
Flagship Harbor Advisors
Massachusetts
$539K +$42.2K +324 +9%
TIM
331
Tortoise Investment Management
New York
$537K +$113K +868 +27%
PL
332
Plancorp LLC
Missouri
$536K +$2.21K +17 +0.4%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$533K
GBT
334
Grove Bank & Trust
Florida
$533K +$263K +2,023 +101%
FANJ
335
Financial Architects (New Jersey)
New Jersey
$533K +$297K +2,282 +132%
IWC
336
Integrated Wealth Concepts
Massachusetts
$533K +$514K +3,949 New
ACS
337
Archford Capital Strategies
Illinois
$532K +$249K +1,910 +91%
CB
338
Chemical Bank
Michigan
$529K +$15.5K +119 +3%
CWS
339
Cypress Wealth Services
California
$524K +$514K +3,946 New
OPWM
340
Oak Point Wealth Management
Michigan
$522K +$505K +3,877 New
SFA
341
Sequoia Financial Advisors
Ohio
$510K
WP
342
WMS Partners
Maryland
$506K +$46.3K +356 +10%
JIC
343
JRM Investment Counsel
Nebraska
$502K -$60.6K -466 -11%
PCM
344
Parsons Capital Management
Rhode Island
$498K +$150K +1,151 +44%
OIA
345
OneDigital Investment Advisors
Kansas
$498K +$178K +1,366 +57%
AA
346
Ancora Advisors
Ohio
$487K
BRF
347
B. Riley Financial
California
$486K +$12.9K +99 +3%
TL
348
TrueWealth LLC
Georgia
$485K +$475K +3,653 New
JCM
349
Jag Capital Management
Missouri
$475K +$29.7K +228 +7%
PG
350
Patten Group
Tennessee
$470K -$29.4K -226 -6%