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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Advisors Ltd
Ohio
$146K
BlackRock
377
BlackRock
New York
$141K -$2.98K -26 -2%
PA
378
Parallel Advisors
California
$130K +$123K +1,072 New
IFA
379
Interactive Financial Advisors
Illinois
$125K -$10.2K -89 -8%
CC
380
Cassaday & Co
Virginia
$124K +$19.7K +172 +20%
CLOS
381
Compagnie Lombard Odier SCmA
Switzerland
$111K
JGIA
382
Jackson Grant Investment Advisers
Connecticut
$111K
LYV
383
Live Your Vision
Pennsylvania
$105K
CB
384
Community Bank
New York
$103K
PMFA
385
Plante Moran Financial Advisors
Michigan
$100K
HNB
386
Huntington National Bank
Ohio
$92K
First Manhattan
387
First Manhattan
New York
$79K
TF
388
Tompkins Financial
New York
$71K
SBL
389
Sargent Bickham Lagudis
Colorado
$70K -$64.9K -566 -49%
BC
390
Bartlett & Co
Ohio
$60K
ZB
391
Zions Bancorporation
Utah
$60K
EWM
392
Evercore Wealth Management
New York
$56K
PWM
393
Perigon Wealth Management
California
$55K +$48.5K +423 +2,350%
CG
394
Cutler Group
California
$54K -$188K -1,636 -78%
BWA
395
Burt Wealth Advisors
Maryland
$54K
TIM
396
Tortoise Investment Management
New York
$53K -$12K -105 -19%
VNA
397
Valley National Advisers
Pennsylvania
$50K
RWM
398
Raffa Wealth Management
District of Columbia
$48.7K +$344 +3 +0.8%
PO
399
Private Ocean
California
$43K +$229 +2 +0.6%
CPA
400
Clear Perspective Advisors
Illinois
$43K +$41.1K +358 New