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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
$4.61M +$1.81M +10,010 +72%
JIR
327
James Investment Research
Ohio
$4.61M -$1.2M -6,671 -22%
EIM
328
Ervin Investment Management
Washington
$4.59M +$145K +801 +3%
IWM
329
IHT Wealth Management
Illinois
$4.58M -$168K -929 -4%
FM
330
Foster & Motley
Ohio
$4.54M -$382K -2,115 -8%
GPI
331
General Partner Inc
Pennsylvania
$4.49M +$812K +4,500 +24%
APP
332
Avantax Planning Partners
Iowa
$4.49M -$353K -1,955 -8%
NL
333
NWAM LLC
Washington
$4.47M -$4.87K -27 -0.1%
AAP
334
Arax Advisory Partners
Colorado
$4.46M -$66.2K -367 -2%
WT
335
Whittier Trust
California
$4.46M -$48K -266 -1%
GJIA
336
Glass Jacobson Investment Advisors
Maryland
$4.46M +$245K +1,356 +6%
CFSG
337
Community Financial Services Group
Vermont
$4.45M +$4.18M +23,184 New
SFG
338
SNS Financial Group
Minnesota
$4.43M -$101K -561 -2%
KSWA
339
Kathleen S. Wright Associates
Pennsylvania
$4.42M -$246K -1,366 -6%
Citigroup
340
Citigroup
New York
$4.39M +$90.6K +502 +2%
Wealthfront Advisers
341
Wealthfront Advisers
California
$4.38M +$555K +3,078 +16%
BRG
342
Bay Rivers Group
Virginia
$4.35M +$42.6K +236 +1%
ST
343
Sageworth Trust
Pennsylvania
$4.3M
MFG
344
Mainsail Financial Group
Washington
$4.3M +$51.1K +283 +1%
CB
345
Commerce Bank
Missouri
$4.29M +$126K +696 +3%
WIC
346
Willis Investment Counsel
Georgia
$4.29M +$250K +1,387 +7%
VC
347
Veery Capital
Delaware
$4.27M +$50.5K +280 +1%
Northern Trust
348
Northern Trust
Illinois
$4.25M -$144K -796 -3%
TF
349
Theory Financial
Colorado
$4.25M -$201K -1,115 -5%
BDWCC
350
B&D White Capital Company
Texas
$4.24M -$44.9K -249 -1%