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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
351
MAI Capital Management
Ohio
$749K +$130K +1,000 +21%
SIAS
352
Shine Investment Advisory Services
Colorado
$746K
CCA
353
Clearwater Capital Advisors
Illinois
$740K -$427K -3,280 -37%
KP
354
Keel Point
Alabama
$739K -$92.6K -712 -11%
BUB
355
BBVA USA Bancshares
Texas
$737K -$11.8K -91 -2%
CWP
356
Capital Wealth Planning
Florida
$731K +$728K +5,596 New
FLA
357
Financial Life Advisors
Texas
$730K -$1.43K -11 -0.2%
Brown Advisory
358
Brown Advisory
Maryland
$728K +$249K +1,912 +52%
NSIM
359
North Star Investment Management
Illinois
$723K +$70.5K +542 +11%
DIA
360
Davidson Investment Advisors
Montana
$722K
LFA
361
Landmark Financial Advisors
Kentucky
$716K
COI
362
Capital One Investing
Virginia
$711K +$90.9K +699 +15%
RC
363
RegentAtlantic Capital
New Jersey
$708K -$15K -115 -2%
ABC
364
Associated Banc-Corp
Wisconsin
$705K +$76.5K +588 +12%
GJIC
365
Gamble Jones Investment Counsel
California
$700K +$3.12K +24 +0.4%
FFN
366
Focus Financial Network
Minnesota
$699K -$28.1K -216 -4%
NFG
367
Nations Financial Group
Iowa
$695K -$51.6K -397 -7%
BOPW
368
Brandywine Oak Private Wealth
Pennsylvania
$695K +$4.42K +34 +0.6%
WIA
369
Wealthstreet Investment Advisors
Texas
$692K -$103K -795 -13%
RA
370
Riversedge Advisors
Delaware
$680K +$732K +5,628 New
ACP
371
Aveo Capital Partners
Colorado
$675K +$36.1K +278 +6%
RIA
372
Regal Investment Advisors
Michigan
$670K +$16.9K +130 +3%
AW
373
ACG Wealth
Georgia
$666K +$139K +1,069 +26%
SWM
374
Selective Wealth Management
Virginia
$662K +$660K +5,072 New
AMCA
375
Arthur M. Cohen & Associates
Illinois
$658K +$48.2K +371 +8%