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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
426
Patriot Investment Management Group
Tennessee
$2.4M -$5.73K -36 -0.3%
PFA
427
Pathway Financial Advisors
Vermont
$2.39M – – –
SRC
428
Shufro Rose & Co
New York
$2.38M +$391K +2,453 +20%
HWA
429
Heartwood Wealth Advisors
Virginia
$2.35M +$3.18K +20 +0.1%
AF
430
Affiance Financial
Minnesota
$2.34M +$2.35M +14,764 New
VF
431
Vawter Financial
Ohio
$2.34M +$2.35M +14,736 New
AG
432
Ascent Group
Virginia
$2.33M -$1.4M -8,797 -38%
SC
433
Scotia Capital
Ontario, Canada
$2.32M +$47.6K +299 +2%
PCA
434
Personal Capital Advisors
California
$2.32M +$332K +2,086 +17%
RA
435
Riversedge Advisors
Delaware
$2.27M +$1.04M +6,502 +83%
MCA
436
Maryland Capital Advisors
Maryland
$2.26M +$1.59K +10 +0.1%
CFA
437
Cahill Financial Advisors
Minnesota
$2.25M -$845K -5,306 -27%
Lido Advisors
438
Lido Advisors
California
$2.25M -$119K -746 -5%
MHIC
439
Marble Harbor Investment Counsel
Massachusetts
$2.25M +$256K +1,611 +13%
RC
440
Roundview Capital
New Jersey
$2.25M +$245K +1,541 +12%
MCA
441
MSH Capital Advisors
Arizona
$2.22M -$171K -1,074 -7%
NF
442
Nikulski Financial
Iowa
$2.2M +$1.64M +10,323 +293%
WPC
443
Wedmont Private Capital
Pennsylvania
$2.19M +$367K +2,307 +21%
WF
444
Warner Financial
Maryland
$2.17M +$291K +1,827 +15%
SWA
445
SOA Wealth Advisors
New York
$2.16M +$212K +1,331 +11%
GJIA
446
Glass Jacobson Investment Advisors
Maryland
$2.16M +$2.17M +13,606 New
LPIC
447
LeJeune Puetz Investment Counsel
Michigan
$2.16M +$149K +936 +7%
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$2.15M +$813K +5,104 +61%
CFAM
449
Center For Asset Management
Florida
$2.14M -$162K -1,015 -7%
CF
450
Corrigan Financial
Rhode Island
$2.14M -$43.1K -271 -2%