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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
426
Corient Capital Partners
California
$478K -$395K -3,108 -46%
NF
427
Nikulski Financial
Iowa
$474K +$29.5K +232 +7%
WS
428
Wedbush Securities
California
$474K +$468K +3,681 New
UBS AM
429
UBS AM
Illinois
$473K +$183K +1,436 +64%
Brown Advisory
430
Brown Advisory
Maryland
$472K +$95.9K +754 +26%
WAG
431
Winthrop Advisory Group
Massachusetts
$468K -$9.29K -73 -2%
SFA
432
Sequoia Financial Advisors
Ohio
$465K +$11.6K +91 +3%
IDA
433
Intelligence Driven Advisers
California
$456K +$122K +957 +37%
WP
434
WealthSource Partners
California
$455K +$72.5K +570 +19%
CFGS
435
Concourse Financial Group Securities
Alabama
$452K +$1.02K +8 +0.2%
VCM
436
Vivaldi Capital Management
Illinois
$450K – – –
GWM
437
Geneos Wealth Management
Colorado
$449K -$13K -102 -3%
Bessemer Group
438
Bessemer Group
New Jersey
$447K -$176K -1,385 -29%
PG
439
Patten Group
Tennessee
$445K +$83.8K +659 +24%
W
440
Wealthquest
Ohio
$441K – – –
JC
441
Jentner Corp
Ohio
$433K +$24.3K +191 +6%
BAS
442
Brown Advisory Securities
Maryland
$432K -$84.3K -663 -16%
BWM
443
Baystate Wealth Management
Massachusetts
$430K -$7.12K -56 -2%
RMA
444
Roffman Miller Associates
Pennsylvania
$429K +$14.6K +115 +4%
BS
445
Boenning & Scattergood
Pennsylvania
$424K +$6.23K +49 +2%
RGC
446
Roberts, Glore & Co
Illinois
$421K – – –
IB
447
Intrust Bank
Kansas
$411K +$30K +236 +8%
BFC
448
Bedel Financial Consulting
Indiana
$410K – – –
KA
449
Kovack Advisors
Florida
$410K +$71.6K +563 +21%
Prudential Financial
450
Prudential Financial
New Jersey
$406K +$402K +3,157 New