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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
326
Janus Henderson Group
$738K +$280K +1,998 +61%
GJIC
327
Gamble Jones Investment Counsel
California
$735K – – –
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$721K – – –
CTC
329
Central Trust Company
Missouri
$719K +$7.71K +55 +1%
CI
330
Chartist Inc
California
$713K +$328K +2,336 +84%
ABC
331
Associated Banc-Corp
Wisconsin
$711K +$15.7K +112 +2%
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
$709K -$405K -2,886 -36%
PA
333
PFG Advisors
Arizona
$708K -$1.96K -14 -0.3%
TWA
334
TCI Wealth Advisors
Arizona
$703K +$30.3K +216 +4%
MFS
335
McNamara Financial Services
Massachusetts
$692K -$38.8K -277 -5%
RIA
336
Regal Investment Advisors
Michigan
$691K +$82.3K +587 +13%
FT
337
Fiduciary Trust
Massachusetts
$689K -$28K -200 -4%
Bessemer Group
338
Bessemer Group
New Jersey
$683K -$38.4K -274 -5%
SQA
339
Simon Quick Advisors
New Jersey
$670K +$140 +1 +0%
AAP
340
Arax Advisory Partners
Colorado
$669K +$25.4K +181 +4%
VDFA
341
Vickerman & Driscoll Financial Advisors
Washington
$663K -$561 -4 -0.1%
NFG
342
Nations Financial Group
Iowa
$656K +$135K +964 +26%
AMCA
343
Arthur M. Cohen & Associates
Illinois
$643K +$240K +1,715 +59%
IWC
344
Integrated Wealth Concepts
Massachusetts
$643K +$376K +2,682 +136%
SWM
345
SeaCrest Wealth Management
New York
$622K +$140K +1,000 +29%
CWS
346
Cypress Wealth Services
California
$621K +$13.6K +97 +2%
BF
347
BOK Financial
Oklahoma
$620K +$46.8K +334 +8%
CB
348
Chemical Bank
Michigan
$614K +$28K +200 +5%
CWM
349
Capital Wealth Management
Rhode Island
$614K +$158K +1,130 +34%
BUB
350
BBVA USA Bancshares
Texas
$612K +$145K +1,037 +31%