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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
351
Jag Capital Management
Missouri
$475K +$29.7K +228 +7%
PG
352
Patten Group
Tennessee
$470K -$29.4K -226 -6%
BFC
353
Bedel Financial Consulting
Indiana
$466K +$457K +3,512 New
BFPW
354
BOK Financial Private Wealth
Colorado
$464K -$9.89K -76 -2%
CFC
355
Coyle Financial Counsel
Illinois
$458K +$449K +3,451 New
NFG
356
Nations Financial Group
Iowa
$455K +$2.73K +21 +0.6%
RWM
357
Raffa Wealth Management
District of Columbia
$451K +$651 +5 +0.1%
SFS
358
Strategic Financial Services
New York
$449K +$55.3K +425 +14%
AAP
359
Arax Advisory Partners
Colorado
$449K +$94.5K +726 +27%
SWM
360
SeaCrest Wealth Management
New York
$448K +$439K +3,376 New
ISL
361
Ingalls & Snyder LLC
New York
$447K -$190K -1,460 -30%
W
362
Wealthfront
California
$439K -$53.2K -409 -11%
RWM
363
RKL Wealth Management
Pennsylvania
$439K +$29.7K +228 +7%
SBIA
364
Sheaff Brock Investment Advisors
Indiana
$434K +$16.9K +130 +4%
RGC
365
Roberts, Glore & Co
Illinois
$433K – – –
Brown Advisory
366
Brown Advisory
Maryland
$413K +$35.1K +270 +10%
AIM
367
Advantage Investment Management
Iowa
$409K -$10.3K -79 -3%
CMBA
368
C.M. Bidwell & Associates
Hawaii
$408K +$400K +3,074 New
GCA
369
Gradient Capital Advisors
California
$404K +$396K +3,044 New
EWMCB
370
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$403K +$55.4K +426 +16%
PAG
371
Pinnacle Advisory Group
Maryland
$395K +$387K +2,976 New
ZB
372
Zions Bancorporation
Utah
$392K +$3.51K +27 +0.9%
CAG
373
Csenge Advisory Group
Florida
$392K +$144K +1,107 +60%
JC
374
Jentner Corp
Ohio
$384K -$30.2K -232 -7%
AG
375
Appleton Group
Wisconsin
$383K -$10K -77 -3%