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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Advisornet Financial
Minnesota
$477K +$134K +1,010 +38%
PG
352
Patten Group
Tennessee
$458K +$398 +3 +0.1%
VA
353
Valmark Advisers
Ohio
$454K -$460K -3,467 -50%
SFS
354
Strategic Financial Services
New York
$451K +$13.3K +100 +3%
SWM
355
SeaCrest Wealth Management
New York
$451K +$14.7K +111 +3%
SFA
356
Sequoia Financial Advisors
Ohio
$448K -$50.9K -384 -10%
RWM
357
Raffa Wealth Management
District of Columbia
$446K +$6.36K +48 +1%
BFC
358
Bedel Financial Consulting
Indiana
$445K -$9.81K -74 -2%
NFG
359
Nations Financial Group
Iowa
$444K +$1.06K +8 +0.2%
BFPW
360
BOK Financial Private Wealth
Colorado
$440K -$12.1K -91 -3%
SBIA
361
Sheaff Brock Investment Advisors
Indiana
$439K +$16K +121 +4%
CA
362
CapWealth Advisors
Tennessee
$438K +$125K +946 +39%
TL
363
TrueWealth LLC
Georgia
$433K -$40.4K -305 -8%
LFS
364
Legacy Financial Strategies
Kansas
$430K +$87K +656 +25%
GCA
365
Gradient Capital Advisors
California
$410K +$16.3K +123 +4%
JIC
366
JRM Investment Counsel
Nebraska
$402K -$89.2K -673 -18%
GC
367
Grimes & Company
Massachusetts
$400K +$410K +3,090 New
NSIM
368
North Star Investment Management
Illinois
$392K +$42.8K +323 +12%
ISL
369
Ingalls & Snyder LLC
New York
$391K -$45.5K -343 -10%
PIA
370
Pinion Investment Advisors
Kansas
$390K +$399K +3,010 New
WB
371
WesBanco Bank
West Virginia
$388K +$16K +121 +4%
Brown Advisory
372
Brown Advisory
Maryland
$387K -$15.9K -120 -4%
MWP
373
MYCIO Wealth Partners
Pennsylvania
$386K +$31.1K +235 +9%
JC
374
Jentner Corp
Ohio
$372K
EHPM
375
Emery Howard Portfolio Management
California
$372K +$1.72K +13 +0.5%