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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
401
WMS Partners
Maryland
$562K +$68.3K +525 +14%
CF
402
Centaurus Financial
California
$560K +$57K +438 +11%
PFS
403
Prospera Financial Services
Texas
$552K +$1.69K +13 +0.3%
FNBOMD
404
First National Bank of Mount Dora
Florida
$549K
FHA
405
Flagship Harbor Advisors
Massachusetts
$548K +$31.3K +241 +6%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$546K +$12.4K +95 +2%
GIA
407
Gladstone Institutional Advisory
Florida
$544K -$66.2K -509 -11%
TCM
408
TD Capital Management
Tennessee
$543K +$1.3K +10 +0.2%
WP
409
WealthSource Partners
California
$543K +$81.9K +630 +18%
JC
410
Jentner Corp
Ohio
$541K +$102K +781 +23%
AC
411
Alexandria Capital
Virginia
$538K -$1.56K -12 -0.3%
BDF
412
Balasa Dinverno & Foltz
$526K +$390 +3 +0.1%
UBS AM
413
UBS AM
Illinois
$525K +$45.3K +348 +9%
Cerity Partners
414
Cerity Partners
New York
$517K -$1.61M -12,378 -76%
JCM
415
Jag Capital Management
Missouri
$517K -$1.04K -8 -0.2%
CS
416
Cannell & Spears
New York
$512K -$1.18M -9,110 -70%
EHPM
417
Emery Howard Portfolio Management
California
$512K +$2.34K +18 +0.5%
RIA
418
Realta Investment Advisors
Delaware
$506K +$102K +782 +26%
DS
419
DRW Securities
Illinois
$503K +$501K +3,856 New
AF
420
Advisornet Financial
Minnesota
$492K -$30K -231 -6%
VDFA
421
Vickerman & Driscoll Financial Advisors
Washington
$491K -$59.2K -455 -11%
Franklin Resources
422
Franklin Resources
California
$489K -$15.6K -120 -3%
Prudential Financial
423
Prudential Financial
New Jersey
$487K +$74.3K +571 +18%
ECG
424
Edge Capital Group
Georgia
$484K -$89.5K -688 -16%
SFA
425
Sequoia Financial Advisors
Ohio
$470K -$1.17K -9 -0.2%