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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
376
Csenge Advisory Group
Florida
$236K +$228K +1,846 New
QCMA
377
Quad Capital Management Advisors
New York
$230K +$222K +1,800 New
WA
378
WP Advisors
California
$229K +$5.92K +48 +3%
FCAG
379
First Capital Advisors Group
New Jersey
$227K – – –
TDC
380
Thompson Davis & Co
Virginia
$227K +$206K +1,675 +1,675%
AL
381
Aspiriant LLC
California
$227K +$219K +1,776 New
AllianceBernstein
382
AllianceBernstein
Tennessee
$226K -$5.55K -45 -2%
CPSAC
383
Chas P. Smith & Associates (CPS)
Florida
$225K -$15.7K -127 -7%
CCA
384
Checchi Capital Advisers
California
$223K +$2.83K +23 +1%
B
385
Bridgeworth
Alabama
$222K +$211K +1,715 New
FANJ
386
Financial Architects (New Jersey)
New Jersey
$221K +$31.1K +252 +17%
RT
387
Reliance Trust
Georgia
$220K – – –
TFCP
388
Twin Focus Capital Partners
Massachusetts
$220K – – –
EWM
389
Empirical Wealth Management
Washington
$219K -$81.9K -664 -28%
VCP
390
Vista Capital Partners
Oregon
$219K +$212K +1,717 New
JFG
391
JMG Financial Group
Illinois
$218K -$117K -945 -36%
RCA
392
Rowland Carmichael Advisors
Arizona
$218K +$57.3K +465 +37%
MWM
393
Meridian Wealth Management
Kentucky
$218K +$209K +1,692 New
SYBT
394
Stock Yards Bank & Trust
Kentucky
$217K -$2.1K -17 -1%
FIAS
395
FinTrust Investment Advisory Services
South Carolina
$215K +$208K +1,685 New
AP
396
Appleton Partners
Massachusetts
$214K -$92.5K -750 -31%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$214K +$14.8K +120 +8%
NG
398
Northstar Group
New York
$214K +$206K +1,675 New
RFC
399
Regions Financial Corp
Alabama
$212K -$15.7K -127 -7%
EFSCE
400
Enterprise Financial Services Corp (EFSC)
Missouri
$209K – – –