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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
326
Integrated Investment Consultants
Michigan
$899K +$12.9K +99 +1%
H
327
HoyleCohen
California
$894K +$128K +982 +17%
S
328
Surevest
California
$886K -$270K -2,075 -23%
CTC
329
Central Trust Company
Missouri
$877K -$910 -7 -0.1%
IWC
330
Integrated Wealth Concepts
Massachusetts
$876K -$20K -154 -2%
HCIA
331
Hochman Cole Investment Advisors
Illinois
$870K -$70.1K -539 -7%
SWM
332
SeaCrest Wealth Management
New York
$860K +$299K +2,303 +54%
SWP
333
Stratos Wealth Partners
Ohio
$853K +$2.6K +20 +0.3%
OIA
334
OneDigital Investment Advisors
Kansas
$852K +$339K +2,604 +66%
EAM
335
Evanson Asset Management
California
$851K -$165K -1,266 -16%
ACM
336
Armbruster Capital Management
New York
$844K
NA
337
NewEdge Advisors
Louisiana
$842K +$19.9K +153 +2%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$839K +$26.8K +206 +3%
JPG
339
Jordan Park Group
California
$838K +$830K +6,385 New
WB
340
WesBanco Bank
West Virginia
$827K -$35.5K -273 -4%
EVM
341
Eaton Vance Management
Massachusetts
$820K +$48K +369 +6%
CWAG
342
Compton Wealth Advisory Group
Virginia
$810K +$8.32K +64 +1%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$798K
PCM
344
Parsons Capital Management
Rhode Island
$798K +$22.6K +174 +3%
AIA
345
Angeles Investment Advisors
California
$789K
NAMP
346
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$786K -$35.1K -270 -4%
BOH
347
Bank of Hawaii
Hawaii
$768K +$28.6K +220 +4%
AIM
348
AMI Investment Management
Indiana
$763K
FWM
349
Foresight Wealth Management
Utah
$754K +$209K +1,610 +39%
FWP
350
FAS Wealth Partners
Kansas
$749K +$27.7K +213 +4%