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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
326
Brookstone Capital Management
Illinois
$4.58M +$768K +3,890 +19%
BIA
327
Barry Investment Advisors
Massachusetts
$4.57M +$6.91K +35 +0.1%
TI
328
Truepoint Inc
Ohio
$4.57M -$112K -569 -2%
AOWM
329
Alpha Omega Wealth Management
Virginia
$4.54M +$373K +1,887 +8%
EIM
330
Ervin Investment Management
Washington
$4.54M -$33K -167 -0.7%
LFS
331
Lutz Financial Services
Nebraska
$4.51M -$74.5K -377 -2%
RIM
332
Rockbridge Investment Management
New York
$4.51M -$230K -1,162 -5%
ZC
333
Zeit Capital
Colorado
$4.49M +$288K +1,457 +6%
LSA
334
Lansing Street Advisors
Pennsylvania
$4.48M +$58.7K +297 +1%
PWM
335
Perigon Wealth Management
California
$4.47M +$3.16K +16 +0.1%
CA
336
CGN Advisors
Kansas
$4.39M -$296K -1,500 -6%
PA
337
PFG Advisors
Arizona
$4.39M +$470K +2,380 +11%
BRG
338
Bay Rivers Group
Virginia
$4.36M -$119K -602 -3%
RA
339
RFG Advisory
Alabama
$4.36M +$382K +1,932 +9%
EGA
340
E&G Advisors
Texas
$4.36M +$146K +737 +3%
BSB
341
Bangor Savings Bank
Maine
$4.33M -$397K -2,010 -8%
CB
342
Commerce Bank
Missouri
$4.31M -$52.9K -268 -1%
SPC
343
Sigma Planning Corp
Michigan
$4.3M -$64.8K -328 -1%
PRP
344
Peak Retirement Planning
Ohio
$4.28M +$1.13M +5,715 +33%
BW
345
BIP Wealth
Georgia
$4.28M +$841K +4,255 +23%
CFGA
346
Cambridge Financial Group (Arizona)
Arizona
$4.26M -$298K -1,508 -6%
BJL
347
Brighton Jones LLC
Washington
$4.22M -$120K -608 -3%
JIR
348
James Investment Research
Ohio
$4.21M -$37.7K -191 -0.8%
IC
349
IEQ Capital
California
$4.19M +$458K +2,320 +11%
IWM
350
IHT Wealth Management
Illinois
$4.19M -$233K -1,179 -5%