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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
376
MYCIO Wealth Partners
Pennsylvania
$440K +$35K +261 +9%
PCIA
377
Prime Capital Investment Advisors
Kansas
$428K +$423K +3,154 New
RCA
378
Rowland Carmichael Advisors
Arizona
$426K +$180K +1,341 +75%
PIA
379
Pinion Investment Advisors
Kansas
$423K +$13.8K +103 +3%
JIC
380
JRM Investment Counsel
Nebraska
$422K +$939 +7 +0.2%
GC
381
Grimes & Company
Massachusetts
$414K -$5.1K -38 -1%
WB
382
WesBanco Bank
West Virginia
$413K +$5.37K +40 +1%
ISL
383
Ingalls & Snyder LLC
New York
$410K – – –
RC
384
RBO & Co
California
$407K +$403K +3,000 New
BRF
385
B. Riley Financial
California
$406K -$120K -892 -23%
SBIA
386
Sheaff Brock Investment Advisors
Indiana
$406K -$53.7K -400 -12%
EHPM
387
Emery Howard Portfolio Management
California
$401K +$10.5K +78 +3%
DAS
388
Dynamic Advisor Solutions
Arizona
$399K +$31.4K +234 +9%
AR
389
Advisory Research
Illinois
$397K +$392K +2,920 New
AMCA
390
Arthur M. Cohen & Associates
Illinois
$394K +$1.48K +11 +0.4%
Brown Advisory
391
Brown Advisory
Maryland
$393K -$12.5K -93 -3%
CI
392
Chartist Inc
California
$378K +$373K +2,782 New
PP
393
PDS Planning
Ohio
$377K +$134 +1 +0%
JC
394
Jentner Corp
Ohio
$373K -$17K -127 -4%
RWA
395
Ropes Wealth Advisors
Massachusetts
$367K – – –
BS
396
Boenning & Scattergood
Pennsylvania
$364K +$359K +2,679 New
GFP
397
Gryphon Financial Partners
Ohio
$363K – – –
RWM
398
RKL Wealth Management
Pennsylvania
$358K +$671 +5 +0.2%
SPI
399
Santori & Peters Inc
Pennsylvania
$356K -$34.4K -256 -9%
WS
400
Wedbush Securities
California
$355K +$351K +2,616 New