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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$561K +$64.8K +489 +12%
KP
327
Keel Point
Alabama
$557K -$191K -1,440 -25%
OC
328
Oppenheimer & Co
New York
$557K +$18.3K +138 +3%
BF
329
BOK Financial
Oklahoma
$547K -$11.9K -90 -2%
AAP
330
Arax Advisory Partners
Colorado
$547K +$112K +843 +25%
FNBOMD
331
First National Bank of Mount Dora
Florida
$544K – – –
CWS
332
Cypress Wealth Services
California
$539K +$28.9K +218 +6%
FHA
333
Flagship Harbor Advisors
Massachusetts
$536K +$35.7K +269 +7%
IIC
334
Integrated Investment Consultants
Michigan
$534K +$547K +4,128 New
ACP
335
Aveo Capital Partners
Colorado
$533K -$16.7K -126 -3%
TCM
336
TD Capital Management
Tennessee
$532K +$1.33K +10 +0.2%
CCM
337
Colorado Capital Management
Colorado
$527K +$540K +4,073 New
PL
338
Plancorp LLC
Missouri
$524K – – –
AF
339
Alerus Financial
North Dakota
$521K -$24.5K -185 -4%
PSF
340
Pacific Sun Financial
California
$519K -$3.8M -28,671 -88%
CMBA
341
C.M. Bidwell & Associates
Hawaii
$517K +$122K +923 +30%
CB
342
Chemical Bank
Michigan
$516K – – –
IWM
343
IHT Wealth Management
Illinois
$511K -$32.2K -243 -6%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$511K -$8.35K -63 -2%
IP
345
Intellectus Partners
California
$505K +$517K +3,901 New
OPWM
346
Oak Point Wealth Management
Michigan
$492K -$398 -3 -0.1%
BRF
347
B. Riley Financial
California
$492K +$18.4K +139 +4%
JCM
348
Jag Capital Management
Missouri
$490K +$27.4K +207 +6%
WP
349
WMS Partners
Maryland
$488K -$5.3K -40 -1%
NA
350
NewEdge Advisors
Louisiana
$478K +$167K +1,257 +50%