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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$419K +$15.7K +112 +4%
RC
402
RBO & Co
California
$418K – – –
ISL
403
Ingalls & Snyder LLC
New York
$414K -$7.01K -50 -2%
EHPM
404
Emery Howard Portfolio Management
California
$412K – – –
TL
405
TrueWealth LLC
Georgia
$411K -$84.3K -601 -17%
SPI
406
Santori & Peters Inc
Pennsylvania
$406K +$41.4K +295 +11%
WS
407
Wedbush Securities
California
$405K +$41.1K +293 +11%
NG
408
Northstar Group
New York
$387K +$24.5K +175 +7%
CF
409
Centaurus Financial
California
$385K -$239K -1,704 -36%
VCP
410
Vista Capital Partners
Oregon
$385K +$30.1K +215 +8%
PP
411
PDS Planning
Ohio
$384K -$2.38K -17 -0.6%
JC
412
Jentner Corp
Ohio
$379K -$4.49K -32 -1%
RWA
413
Ropes Wealth Advisors
Massachusetts
$376K – – –
GFP
414
Gryphon Financial Partners
Ohio
$373K – – –
IAA
415
Ironsides Asset Advisors
North Carolina
$354K – – –
MCM
416
MAI Capital Management
Ohio
$354K +$37K +264 +12%
MWM
417
Mission Wealth Management
California
$352K +$45.6K +325 +15%
KA
418
Kovack Advisors
Florida
$344K -$2.66K -19 -0.8%
PJSIMP
419
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K -$5.61K -40 -2%
RWM
420
RKL Wealth Management
Pennsylvania
$338K -$29.6K -211 -8%
RW
421
Rand Wealth
Maryland
$337K -$140 -1 -0%
MA
422
Mutual Advisors
Nebraska
$337K +$27.6K +197 +9%
EWA
423
EP Wealth Advisors
California
$336K +$338K +2,412 New
AIM
424
Advantage Investment Management
Iowa
$335K +$4.91K +35 +1%
SFG
425
StrategIQ Financial Group
Indiana
$331K -$25.4K -181 -7%