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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Selective Wealth Management
Virginia
$493K -$159K -1,243 -25%
MD
427
Money Design
Japan
$478K -$154K -1,203 -24%
GIA
428
Gladstone Institutional Advisory
Florida
$475K -$62.1K -485 -12%
ECG
429
Edge Capital Group
Georgia
$470K -$7.04K -55 -1%
DAS
430
Dynamic Advisor Solutions
Arizona
$468K +$47.4K +370 +11%
SIA
431
Strategic Investment Advisors
Michigan
$466K +$51.5K +402 +13%
VDFA
432
Vickerman & Driscoll Financial Advisors
Washington
$465K -$20.1K -157 -4%
SFA
433
Sequoia Financial Advisors
Ohio
$464K -$384 -3 -0.1%
Franklin Resources
434
Franklin Resources
California
$462K -$20.5K -160 -4%
TP
435
Tranquility Partners
Tennessee
$458K +$72.2K +564 +19%
I
436
INVST
Indiana
$452K +$458K +3,577 New
ODIJL
437
One Day In July LLC
Vermont
$448K – – –
W
438
Wealthquest
Ohio
$442K – – –
VCM
439
Vivaldi Capital Management
Illinois
$441K – – –
AA
440
Ancora Advisors
Ohio
$441K +$51.2K +400 +13%
TFS
441
TrustCore Financial Services
Tennessee
$434K +$65.4K +511 +18%
APA
442
American Portfolios Advisors
New York
$431K +$30.5K +238 +8%
CCM
443
Coldstream Capital Management
Washington
$429K -$16.4K -128 -4%
CAMG
444
CWA Asset Management Group
Florida
$427K +$426K +3,332 New
AF
445
Advisornet Financial
Minnesota
$426K -$59.4K -464 -12%
BS
446
Boenning & Scattergood
Pennsylvania
$425K -$768 -6 -0.2%
PGAM
447
Princeton Global Asset Management
New Jersey
$424K +$85.9K +671 +25%
AOWM
448
Alpha Omega Wealth Management
Virginia
$422K +$133K +1,040 +49%
RGC
449
Roberts, Glore & Co
Illinois
$421K – – –
TNB
450
TCF National Bank
South Dakota
$419K +$416K +3,252 New