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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
376
Western Wealth Management
Colorado
$508K +$20.3K +167 +3%
NAMP
377
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$506K -$9.1K -75 -1%
RVPG
378
Relative Value Partners Group
$504K +$468K +3,857 +212%
WB
379
WesBanco Bank
West Virginia
$502K -$99.1K -817 -13%
FI
380
FormulaFolio Investments
Michigan
$497K -$1.59M -13,148 -70%
BOH
381
Bank of Hawaii
Hawaii
$496K -$35.8K -295 -5%
FAAM
382
First Ascent Asset Management
Colorado
$493K -$47.3K -390 -7%
NSIM
383
North Star Investment Management
Illinois
$491K +$16.4K +135 +3%
CS
384
Capital Square
Tennessee
$491K +$174K +1,435 +35%
HCIA
385
Hochman Cole Investment Advisors
Illinois
$486K -$101K -832 -13%
PSF
386
Pacific Sun Financial
California
$485K +$58.8K +485 +10%
PFA
387
Paradigm Financial Advisors
Missouri
$481K +$96.1K +792 +17%
Prudential Financial
388
Prudential Financial
New Jersey
$480K +$32.1K +265 +5%
GJIC
389
Gamble Jones Investment Counsel
California
$479K
MWA
390
Martel Wealth Advisors
Washington
$473K +$36K +297 +6%
RIA
391
Realta Investment Advisors
Delaware
$473K -$283K -2,333 -30%
GWM
392
Geneos Wealth Management
Colorado
$460K +$59.9K +494 +10%
CTC
393
Central Trust Company
Missouri
$458K -$113K -933 -15%
MCM
394
MAI Capital Management
Ohio
$447K -$38.5K -317 -6%
VCM
395
Versant Capital Management
Arizona
$447K +$71.2K +587 +13%
Cerity Partners
396
Cerity Partners
New York
$442K -$677K -5,578 -53%
JC
397
Jentner Corp
Ohio
$442K -$127K -1,051 -17%
WIA
398
Wealthstreet Investment Advisors
Texas
$442K -$52.6K -434 -8%
FNBOMD
399
First National Bank of Mount Dora
Florida
$442K +$93.4K +770 +18%
TWA
400
TCI Wealth Advisors
Arizona
$440K +$85.9K +708 +17%