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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
376
Patten Group
Tennessee
$167K +$134K +1,166 +604%
VC
377
Vestor Capital
Illinois
$164K -$9.18K -80 -6%
CAL
378
Capital Advisors Ltd
Ohio
$146K – – –
BlackRock
379
BlackRock
New York
$141K -$2.98K -26 -2%
PA
380
Parallel Advisors
California
$130K +$123K +1,072 New
IFA
381
Interactive Financial Advisors
Illinois
$125K -$10.2K -89 -8%
CC
382
Cassaday & Co
Virginia
$124K +$19.7K +172 +20%
CLOS
383
Compagnie Lombard Odier SCmA
Switzerland
$111K – – –
JGIA
384
Jackson Grant Investment Advisers
Connecticut
$111K – – –
LYV
385
Live Your Vision
Pennsylvania
$105K – – –
CB
386
Community Bank
New York
$103K – – –
PMFA
387
Plante Moran Financial Advisors
Michigan
$100K – – –
HNB
388
Huntington National Bank
Ohio
$92K – – –
First Manhattan
389
First Manhattan
New York
$79K – – –
TF
390
Tompkins Financial
New York
$71K – – –
SBL
391
Sargent Bickham Lagudis
Colorado
$70K -$64.9K -566 -49%
BC
392
Bartlett & Co
Ohio
$60K – – –
ZB
393
Zions Bancorporation
Utah
$60K – – –
EWM
394
Evercore Wealth Management
New York
$56K – – –
PWM
395
Perigon Wealth Management
California
$55K +$48.5K +423 +2,350%
CG
396
Cutler Group
California
$54K -$188K -1,636 -78%
BWA
397
Burt Wealth Advisors
Maryland
$54K – – –
TIM
398
Tortoise Investment Management
New York
$53K -$12K -105 -19%
VNA
399
Valley National Advisers
Pennsylvania
$50K – – –
RWM
400
Raffa Wealth Management
District of Columbia
$48.7K +$344 +3 +0.8%