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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
401
Simon Quick Advisors
New Jersey
$550K +$50.4K +396 +10%
CMBA
402
C.M. Bidwell & Associates
Hawaii
$549K +$24.8K +195 +5%
VDFA
403
Vickerman & Driscoll Financial Advisors
Washington
$543K -$71.2K -560 -12%
VCM
404
Versant Capital Management
Arizona
$543K -$509 -4 -0.1%
FNBOMD
405
First National Bank of Mount Dora
Florida
$541K – – –
FWM
406
Foresight Wealth Management
Utah
$536K -$61.8K -486 -10%
TCM
407
TD Capital Management
Tennessee
$534K – – –
AC
408
Alexandria Capital
Virginia
$532K – – –
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$526K -$13.5K -106 -3%
AW
410
ACG Wealth
Georgia
$520K +$513K +4,036 New
BDF
411
Balasa Dinverno & Foltz
$518K -$25.1K -197 -5%
AF
412
Advisornet Financial
Minnesota
$515K -$15.6K -123 -3%
JCM
413
Jag Capital Management
Missouri
$511K +$71.7K +564 +17%
FHA
414
Flagship Harbor Advisors
Massachusetts
$510K -$5.98K -47 -1%
OIA
415
OneDigital Investment Advisors
Kansas
$505K +$156K +1,229 +46%
EHPM
416
Emery Howard Portfolio Management
California
$503K +$125K +981 +34%
TC
417
TownSquare Capital
Utah
$501K +$55.6K +437 +13%
Franklin Resources
418
Franklin Resources
California
$498K +$222K +1,745 +82%
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$497K +$63.6K +500 +15%
CF
420
Centaurus Financial
California
$496K +$108K +852 +28%
OC
421
Oppenheimer & Co
New York
$488K -$38.7K -304 -7%
EFL
422
ERn Financial LLC
Wisconsin
$488K – – –
WP
423
WMS Partners
Maryland
$486K – – –
CCM
424
Colorado Capital Management
Colorado
$483K -$40.4K -318 -8%
CCM
425
Coldstream Capital Management
Washington
$479K -$65.5K -515 -12%