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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
401
Winthrop Advisory Group
Massachusetts
$420K -$302K -2,389 -39%
EFL
402
ERn Financial LLC
Wisconsin
$420K +$466K +3,681 New
AA
403
Ancora Advisors
Ohio
$413K -$2.02K -16 -0.4%
BWM
404
Baystate Wealth Management
Massachusetts
$410K +$400K +3,161 +2,900%
GWM
405
Geneos Wealth Management
Colorado
$406K -$546K -4,315 -55%
PFS
406
Prospera Financial Services
Texas
$406K -$74.7K -590 -14%
PTC
407
Private Trust Company
Ohio
$406K +$174K +1,377 +63%
BPA
408
Beacon Pointe Advisors
California
$404K +$449K +3,546 New
SFA
409
Sequoia Financial Advisors
Ohio
$401K -$46.1K -364 -9%
COI
410
Capital One Investing
Virginia
$400K +$443K +3,504 New
VCM
411
Vivaldi Capital Management
Illinois
$399K +$443K +3,498 New
CFGS
412
Concourse Financial Group Securities
Alabama
$397K +$275K +2,171 +165%
Susquehanna International Group
413
Susquehanna International Group
Pennsylvania
$395K -$205K -1,619 -32%
NF
414
Nikulski Financial
Iowa
$394K -$10.4K -82 -2%
W
415
Wealthquest
Ohio
$391K +$434K +3,432 New
JCM
416
Jag Capital Management
Missouri
$389K -$25.7K -203 -6%
AWM
417
AE Wealth Management
Kansas
$385K -$1.39M -10,980 -77%
JFL
418
Jarislowsky, Fraser Ltd
Quebec, Canada
$384K +$426K +3,370 New
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$383K +$32.9K +260 +8%
APA
420
American Portfolios Advisors
New York
$379K +$163K +1,289 +63%
RGC
421
Roberts, Glore & Co
Illinois
$373K +$4.43K +35 +1%
BS
422
Boenning & Scattergood
Pennsylvania
$370K +$2.4K +19 +0.6%
MWP
423
MYCIO Wealth Partners
Pennsylvania
$369K -$4.43K -35 -1%
RMA
424
Roffman Miller Associates
Pennsylvania
$368K +$108K +852 +36%
DAS
425
Dynamic Advisor Solutions
Arizona
$367K -$29.1K -230 -7%