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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
326
Roundview Capital
New Jersey
$716K -$35.2K -290 -3%
COF
327
Capital One Financial
Virginia
$705K +$963K +7,942 New
TPCW
328
TD Private Client Wealth
New York
$699K +$193K +1,589 +25%
Principal Financial Group
329
Principal Financial Group
Iowa
$683K +$499K +4,116 +115%
CAG
330
Csenge Advisory Group
Florida
$675K +$206K +1,695 +29%
CS
331
Comerica Securities
Michigan
$673K -$2.26M -18,663 -71%
SF
332
Synovus Financial
Georgia
$667K +$907K +7,477 New
MFT
333
Moisand Fitzgerald Tamayo
Florida
$659K -$25.4K -209 -3%
BC
334
Burney Company
Virginia
$655K -$114K -939 -11%
SWM
335
Southern Wealth Management
Texas
$653K -$1.35M -11,161 -60%
CMBA
336
C.M. Bidwell & Associates
Hawaii
$648K +$284K +2,339 +47%
TFGT
337
TS Financial Group (TSFG)
Illinois
$644K -$222K -1,827 -20%
PA
338
PFG Advisors
Arizona
$640K -$317K -2,614 -27%
BP
339
Ballentine Partners
Massachusetts
$639K
BUB
340
BBVA USA Bancshares
Texas
$629K +$179K +1,475 +26%
NFG
341
Nations Financial Group
Iowa
$624K +$203K +1,672 +31%
PL
342
Plancorp LLC
Missouri
$623K -$63.6K -524 -7%
EVM
343
Eaton Vance Management
Massachusetts
$622K +$71.4K +589 +9%
BDF
344
Balasa Dinverno & Foltz
$617K +$323K +2,660 +62%
FAN
345
Financial Advisors Network
California
$616K +$271K +2,231 +47%
CCG
346
Chatham Capital Group
Georgia
$614K
PCM
347
Parsons Capital Management
Rhode Island
$609K +$41K +338 +5%
WI
348
WrapManager Inc
California
$605K -$178K -1,471 -18%
IWC
349
Integrated Wealth Concepts
Massachusetts
$596K -$66.1K -545 -8%
PWA
350
Physician Wealth Advisors
Utah
$595K -$178K -1,469 -18%