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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
PFG Advisors
Arizona
$679K -$43.8K -436 -6%
AIA
377
Alera Investment Advisors
Illinois
$668K -$43.6K -435 -7%
PBF
378
Petix & Botte Financial
California
$659K +$620K +6,181 +101%
CT
379
Caldwell Trust
Florida
$655K -$45.2K -450 -7%
Lido Advisors
380
Lido Advisors
California
$652K +$355K +3,540 +139%
ACM
381
Advisors Capital Management
New Jersey
$649K +$26.4K +263 +5%
RVPG
382
Relative Value Partners Group
$644K +$35K +349 +6%
TWP
383
TFO Wealth Partners
Ohio
$644K +$122K +1,218 +25%
HA
384
HC Advisors
Georgia
$643K +$603K +6,012 New
BP
385
Ballentine Partners
Massachusetts
$638K -$124K -1,232 -17%
SFA
386
Sequoia Financial Advisors
Ohio
$638K +$205K +2,043 +52%
PFA
387
Paradigm Financial Advisors
Missouri
$626K +$44.3K +441 +8%
WI
388
WrapManager Inc
California
$619K -$103K -1,024 -15%
FLPIM
389
F.L. Putnam Investment Management
Massachusetts
$617K +$2.21K +22 +0.4%
FI
390
FormulaFolio Investments
Michigan
$616K +$16.8K +167 +3%
WB
391
WesBanco Bank
West Virginia
$614K +$8.03K +80 +1%
RC
392
Roundview Capital
New Jersey
$606K -$240K -2,396 -30%
CS
393
Capital Square
Tennessee
$604K +$12K +120 +2%
PSF
394
Pacific Sun Financial
California
$599K +$13.5K +135 +2%
PHS
395
Pekin Hardy Strauss
Illinois
$597K +$215K +2,140 +62%
BUB
396
BBVA USA Bancshares
Texas
$592K -$155K -1,545 -22%
ABC
397
Associated Banc-Corp
Wisconsin
$588K -$32.9K -328 -6%
HCIA
398
Hochman Cole Investment Advisors
Illinois
$585K
NSIM
399
North Star Investment Management
Illinois
$581K -$9.73K -97 -2%
BF
400
BOK Financial
Oklahoma
$581K +$214K +2,130 +65%