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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Coldstream Capital Management
Washington
$2.17M +$162K +929 +8%
MECA
427
Miller Equity Capital Advisors
Texas
$2.17M
PCP
428
Proficio Capital Partners
Massachusetts
$2.16M -$1.56M -8,955 -42%
EIM
429
Ervin Investment Management
Washington
$2.13M -$69K -397 -3%
KeyBank National Association
430
KeyBank National Association
Ohio
$2.13M +$51.6K +297 +3%
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M -$185K -1,063 -8%
LIM
432
Leavell Investment Management
Alabama
$2.1M +$269K +1,547 +15%
OCM
433
One Capital Management
California
$2.1M +$1.84M +10,557 +760%
CCM
434
Condor Capital Management
New Jersey
$2.1M +$53.7K +309 +3%
LIG
435
Lokken Investment Group
Delaware
$2.08M +$2.2M +12,634 New
NSIM
436
North Star Investment Management
Illinois
$2.08M +$164K +943 +9%
MHIC
437
Marble Harbor Investment Counsel
Massachusetts
$2.07M +$56.5K +325 +3%
CFD
438
Creative Financial Designs
Indiana
$2.03M +$252K +1,447 +14%
BHWM
439
Beaird Harris Wealth Management
Texas
$2.03M -$869 -5 -0%
LWP
440
Legacy Wealth Planning
Nevada
$2M +$203K +1,170 +11%
FA
441
Fermata Advisors
California
$2M -$67.5K -388 -3%
PCA
442
Personal Capital Advisors
California
$1.99M -$314K -1,804 -14%
D
443
Dentgroup
Louisiana
$1.99M +$4.52K +26 +0.2%
PMG
444
ProVise Management Group
Florida
$1.97M -$107K -618 -5%
BAM
445
BTS Asset Management
Massachusetts
$1.96M +$1.91M +10,976 New
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$1.94M +$1.92M +11,021 New
PWM
447
Perigon Wealth Management
California
$1.94M +$386K +2,218 +25%
GP
448
Girard Partners
Pennsylvania
$1.94M -$122K -703 -6%
HMS
449
Hanseatic Management Services
New Mexico
$1.93M -$146K -840 -7%
BAM
450
Beaumont Asset Management
Texas
$1.92M +$1.89M +10,894 New