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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
451
Brinker Capital Investments
Pennsylvania
$20K +$19.8K +162 New
PCA
452
Peddock Capital Advisors
Massachusetts
$19K – – –
DAM
453
Delta Asset Management
Tennessee
$18K – – –
PS
454
Portfolio Solutions
Michigan
$17K – – –
DSN
455
D. Scott Neal
Kentucky
$17K +$16.7K +137 New
CFA
456
Carroll Financial Associates
North Carolina
$14K – – –
TC
457
Trust Company
Kansas
$14K – – –
TDC
458
Thompson Davis & Co
Virginia
$12K – – –
AOWM
459
Alpha Omega Wealth Management
Virginia
$9K – – –
QAM
460
QCI Asset Management
New York
$9K – – –
AC
461
Alexandria Capital
Virginia
$9K +$9.41K +77 New
CCM
462
Cribstone Capital Management
Maine
$7K – – –
CDIA
463
Capital Directions Investment Advisors
Georgia
$7K +$6.6K +54 +900%
SAM
464
Shamrock Asset Management
Texas
$7K +$6.85K +56 New
RFM
465
Royal Fund Management
Florida
$6K – – –
LWA
466
Lenox Wealth Advisors
New York
$5K -$9.54K -78 -64%
RFA
467
Reilly Financial Advisors
California
$5K – – –
RCG
468
Ruggie Capital Group
Florida
$5K – – –
UBS AM
469
UBS AM
Illinois
$4.06K +$4.03K +33 New
CWM
470
Catamount Wealth Management
Connecticut
$4K – – –
FWM
471
Focused Wealth Management
New York
$4K – – –
IF
472
Ironwood Financial
Arizona
$4K – – –
WCM
473
Wealthcare Capital Management
Virginia
$4K – – –
RBA
474
Richard Bernstein Advisors
New York
$4K +$122 +1 +4%
KTC
475
Kistler-Tiffany Companies
Pennsylvania
$3K -$1.59K -13 -38%