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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
351
Nations Financial Group
Iowa
$782K +$28.7K +286 +4%
KPW
352
Kore Private Wealth
New York
$781K +$714K +7,113 +3,611%
SFP
353
Strategic Financial Partners
Oregon
$776K -$197K -1,966 -21%
BOH
354
Bank of Hawaii
Hawaii
$771K +$163K +1,620 +29%
SIA
355
Strategic Investment Advisors
Michigan
$764K +$51.3K +511 +8%
FFN
356
Focus Financial Network
Minnesota
$759K +$71.1K +709 +11%
PCM
357
Parsons Capital Management
Rhode Island
$757K +$22.2K +221 +3%
WFPG
358
Waller Financial Planning Group
Ohio
$753K -$248K -2,467 -26%
CAG
359
Curtis Advisory Group
California
$753K +$707K +7,044 New
NFG
360
NewFocus Financial Group
Washington
$751K -$5.3M -52,800 -88%
PWA
361
Physician Wealth Advisors
Utah
$746K -$19.3K -192 -3%
HA
362
Harborview Advisors
Maine
$744K +$301K +3,003 +76%
WP
363
WealthShield Partners
North Carolina
$737K -$644K -6,416 -48%
TP
364
Tranquility Partners
Tennessee
$729K +$408K +4,069 +148%
CCG
365
Chatham Capital Group
Georgia
$717K -$20.1K -200 -3%
First Manhattan
366
First Manhattan
New York
$714K -$301K -3,000 -31%
CL
367
CPWM LLC
Washington
$706K +$663K +6,606 New
Prudential Financial
368
Prudential Financial
New Jersey
$703K +$118K +1,175 +22%
FHA
369
Flagship Harbor Advisors
Massachusetts
$702K -$387K -3,855 -37%
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$697K -$15.6K -155 -2%
EVM
371
Eaton Vance Management
Massachusetts
$694K -$50.9K -507 -7%
VCP
372
Vista Capital Partners
Oregon
$692K +$230K +2,294 +55%
LCM
373
Liberty Capital Management
Michigan
$691K +$181K +1,807 +39%
IWC
374
Integrated Wealth Concepts
Massachusetts
$690K -$25.8K -257 -4%
WAM
375
Wealthspire Advisors (Maryland)
Maryland
$688K +$185K +1,840 +40%