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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
351
C.M. Bidwell & Associates
Hawaii
$544K +$1.34K +10 +0.3%
GCA
352
Gradient Capital Advisors
California
$531K +$99.7K +743 +23%
ACP
353
Aveo Capital Partners
Colorado
$530K -$28.6K -213 -5%
CBT
354
Capital Bank & Trust
California
$528K +$522K +3,892 New
CA
355
CapWealth Advisors
Tennessee
$527K +$67K +499 +15%
SFA
356
Sequoia Financial Advisors
Ohio
$525K +$54.6K +407 +12%
JCM
357
Jag Capital Management
Missouri
$514K
WP
358
WMS Partners
Maryland
$512K +$268 +2 +0.1%
TFCP
359
Twin Focus Capital Partners
Massachusetts
$512K +$248K +1,850 +96%
NFG
360
Nations Financial Group
Iowa
$509K +$42K +313 +9%
AA
361
Ancora Advisors
Ohio
$494K -$5.77K -43 -1%
PG
362
Patten Group
Tennessee
$482K +$671 +5 +0.1%
TL
363
TrueWealth LLC
Georgia
$482K +$26.7K +199 +6%
NSIM
364
North Star Investment Management
Illinois
$477K +$64.3K +479 +16%
LFS
365
Legacy Financial Strategies
Kansas
$475K +$23.1K +172 +5%
SFS
366
Strategic Financial Services
New York
$473K
SWM
367
SeaCrest Wealth Management
New York
$470K -$3.35K -25 -0.7%
BFC
368
Bedel Financial Consulting
Indiana
$464K -$2.55K -19 -0.6%
BUB
369
BBVA USA Bancshares
Texas
$455K +$116K +865 +35%
BFPW
370
BOK Financial Private Wealth
Colorado
$453K -$8.99K -67 -2%
Janus Henderson Group
371
Janus Henderson Group
$447K +$125K +929 +39%
CWM
372
Capital Wealth Management
Rhode Island
$445K +$231K +1,725 +111%
H
373
HoyleCohen
California
$444K +$438K +3,266 New
MWP
374
MYCIO Wealth Partners
Pennsylvania
$440K +$35K +261 +9%
PCIA
375
Prime Capital Investment Advisors
Kansas
$428K +$423K +3,154 New