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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
426
Centaurus Financial
California
$375K – – –
RGC
427
Roberts, Glore & Co
Illinois
$373K +$4.43K +35 +1%
BS
428
Boenning & Scattergood
Pennsylvania
$370K +$2.4K +19 +0.6%
MWP
429
MYCIO Wealth Partners
Pennsylvania
$369K -$4.43K -35 -1%
RMA
430
Roffman Miller Associates
Pennsylvania
$368K +$108K +852 +36%
DAS
431
Dynamic Advisor Solutions
Arizona
$367K -$29.1K -230 -7%
BFC
432
Bedel Financial Consulting
Indiana
$363K -$22.1K -175 -5%
WB
433
WesBanco Bank
West Virginia
$363K +$5.19K +41 +1%
JC
434
Jentner Corp
Ohio
$362K +$57.3K +453 +17%
GC
435
Grimes & Company
Massachusetts
$348K – – –
UBV
436
United Bank (Virginia)
Virginia
$347K +$385K +3,040 New
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$342K +$123K +971 +48%
JFGLC
438
Johnson Financial Group LLC (Colorado)
Colorado
$341K +$379K +2,997 New
ISL
439
Ingalls & Snyder LLC
New York
$340K +$1.52K +12 +0.4%
IB
440
Intrust Bank
Kansas
$338K -$133K -1,050 -26%
WP
441
WealthSource Partners
California
$338K -$17.7K -140 -5%
TL
442
TrueWealth LLC
Georgia
$337K +$1.26K +10 +0.3%
WIA
443
World Investment Advisors
California
$335K +$326K +2,580 New
Brown Advisory
444
Brown Advisory
Maryland
$333K -$12.4K -98 -3%
EHPM
445
Emery Howard Portfolio Management
California
$333K -$3.92K -31 -1%
PP
446
PDS Planning
Ohio
$333K +$20.9K +165 +6%
PIA
447
Pinion Investment Advisors
Kansas
$332K -$13.5K -107 -4%
TFA
448
TPG Financial Advisors
Oregon
$330K +$366K +2,891 New
EWMCB
449
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$329K -$428K -3,381 -54%
FA
450
FDx Advisors
Illinois
$324K -$987K -7,802 -73%