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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
RFG Advisory
Alabama
$4.62M -$462K -2,503 -9%
LIA
327
LifePlan Investment Advisors
North Carolina
$4.61M +$169K +915 +4%
CFGA
328
Cambridge Financial Group (Arizona)
Arizona
$4.61M +$710K +3,841 +18%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$4.59M +$3.24M +17,536 +230%
EFG
330
Everhart Financial Group
Ohio
$4.58M +$124K +670 +3%
IWC
331
Integrated Wealth Concepts
Massachusetts
$4.55M +$173K +935 +4%
LFS
332
Lutz Financial Services
Nebraska
$4.54M -$168K -908 -4%
CI
333
CX Institutional
Indiana
$4.51M +$25.5K +138 +0.6%
MCM
334
MAI Capital Management
Ohio
$4.51M -$413K -2,238 -8%
CIA
335
Choate Investment Advisors
Massachusetts
$4.46M
EIM
336
Ervin Investment Management
Washington
$4.45M +$89.4K +484 +2%
BJL
337
Brighton Jones LLC
Washington
$4.43M -$41.4K -224 -0.9%
LSA
338
Lansing Street Advisors
Pennsylvania
$4.4M -$26.2K -142 -0.6%
IWM
339
IHT Wealth Management
Illinois
$4.37M +$12.6K +68 +0.3%
GJIA
340
Glass Jacobson Investment Advisors
Maryland
$4.37M +$126K +684 +3%
JIR
341
James Investment Research
Ohio
$4.37M -$12.4K -67 -0.3%
RJT
342
Raymond James Trust
Florida
$4.35M -$182K -984 -4%
SPC
343
Sigma Planning Corp
Michigan
$4.23M +$368K +1,990 +9%
VC
344
Veery Capital
Delaware
$4.21M +$149K +804 +4%
WIC
345
Willis Investment Counsel
Georgia
$4.19M +$106K +575 +3%
BRG
346
Bay Rivers Group
Virginia
$4.18M +$42.3K +229 +1%
Wealthfront Advisers
347
Wealthfront Advisers
California
$4.17M +$6.28K +34 +0.1%
SFG
348
SNS Financial Group
Minnesota
$4.16M -$75.6K -409 -2%
ACM
349
Advisors Capital Management
New Jersey
$4.16M +$206K +1,113 +5%
NB
350
NBT Bank
New York
$4.11M +$436K +2,362 +12%