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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
426
Fiduciary Trust
Massachusetts
$643K +$53.7K +405 +9%
AA
427
Aufman Associates
Pennsylvania
$635K +$614K +4,634 New
WAM
428
Wealthspire Advisors (Maryland)
Maryland
$634K -$29K -219 -5%
PFA
429
Paradigm Financial Advisors
Missouri
$633K +$15.6K +118 +3%
BF
430
BOK Financial
Oklahoma
$630K -$27.6K -208 -4%
SIAS
431
Shine Investment Advisory Services
Colorado
$627K
RGC
432
Roberts, Glore & Co
Illinois
$617K +$163K +1,232 +38%
HWA
433
Heartwood Wealth Advisors
Virginia
$615K +$595K +4,489 New
TP
434
Tranquility Partners
Tennessee
$614K +$122K +923 +26%
VCM
435
Versant Capital Management
Arizona
$609K +$3.71K +28 +0.6%
SCM
436
Southport Capital Management
Tennessee
$604K -$1.72K -13 -0.3%
HFA
437
Hoover Financial Advisors
Pennsylvania
$604K +$584K +4,410 New
PFS
438
Prospera Financial Services
Texas
$600K +$5.83K +44 +1%
PWM
439
Perigon Wealth Management
California
$599K +$234K +1,768 +67%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$591K +$32.6K +246 +6%
RC
441
RegentAtlantic Capital
New Jersey
$590K +$7.29K +55 +1%
HA
442
HC Advisors
Georgia
$589K +$569K +4,297 New
BDF
443
Balasa Dinverno & Foltz
$587K +$662 +5 +0.1%
Financial Engines Advisors
444
Financial Engines Advisors
California
$583K +$563K +4,251 New
TWA
445
TCI Wealth Advisors
Arizona
$582K -$28K -211 -5%
RMCM
446
Reynders McVeigh Capital Management
Massachusetts
$582K -$10.9K -82 -2%
BAM
447
Belpointe Asset Management
Nevada
$580K +$353K +2,666 +170%
FNBOMD
448
First National Bank of Mount Dora
Florida
$576K
TCM
449
TD Capital Management
Tennessee
$575K +$2.25K +17 +0.4%
AC
450
Alexandria Capital
Virginia
$574K +$4.11K +31 +0.7%