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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
326
Keel Point
Alabama
$557K -$191K -1,440 -25%
OC
327
Oppenheimer & Co
New York
$557K +$18.3K +138 +3%
BF
328
BOK Financial
Oklahoma
$547K -$11.9K -90 -2%
AAP
329
Arax Advisory Partners
Colorado
$547K +$112K +843 +25%
FNBOMD
330
First National Bank of Mount Dora
Florida
$544K
CWS
331
Cypress Wealth Services
California
$539K +$28.9K +218 +6%
FHA
332
Flagship Harbor Advisors
Massachusetts
$536K +$35.7K +269 +7%
IIC
333
Integrated Investment Consultants
Michigan
$534K +$547K +4,128 New
ACP
334
Aveo Capital Partners
Colorado
$533K -$16.7K -126 -3%
TCM
335
TD Capital Management
Tennessee
$532K +$1.33K +10 +0.2%
CCM
336
Colorado Capital Management
Colorado
$527K +$540K +4,073 New
PL
337
Plancorp LLC
Missouri
$524K
AF
338
Alerus Financial
North Dakota
$521K -$24.5K -185 -4%
PSF
339
Pacific Sun Financial
California
$519K -$3.8M -28,671 -88%
CMBA
340
C.M. Bidwell & Associates
Hawaii
$517K +$122K +923 +30%
CB
341
Chemical Bank
Michigan
$516K
IWM
342
IHT Wealth Management
Illinois
$511K -$32.2K -243 -6%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$511K -$8.35K -63 -2%
IP
344
Intellectus Partners
California
$505K +$517K +3,901 New
OPWM
345
Oak Point Wealth Management
Michigan
$492K -$398 -3 -0.1%
BRF
346
B. Riley Financial
California
$492K +$18.4K +139 +4%
JCM
347
Jag Capital Management
Missouri
$490K +$27.4K +207 +6%
WP
348
WMS Partners
Maryland
$488K -$5.3K -40 -1%
NA
349
NewEdge Advisors
Louisiana
$478K +$167K +1,257 +50%
AA
350
Ancora Advisors
Ohio
$477K +$2.12K +16 +0.4%