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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
451
Delta Asset Management
Tennessee
$18K
PS
452
Portfolio Solutions
Michigan
$17K
DSN
453
D. Scott Neal
Kentucky
$17K +$16.7K +137 New
CFA
454
Carroll Financial Associates
North Carolina
$14K
TC
455
Trust Company
Kansas
$14K
TDC
456
Thompson Davis & Co
Virginia
$12K
AOWM
457
Alpha Omega Wealth Management
Virginia
$9K
QAM
458
QCI Asset Management
New York
$9K
AC
459
Alexandria Capital
Virginia
$9K +$9.41K +77 New
CCM
460
Cribstone Capital Management
Maine
$7K
CDIA
461
Capital Directions Investment Advisors
Georgia
$7K +$6.6K +54 +900%
SAM
462
Shamrock Asset Management
Texas
$7K +$6.85K +56 New
RFM
463
Royal Fund Management
Florida
$6K
LWA
464
Lenox Wealth Advisors
New York
$5K -$9.54K -78 -64%
RFA
465
Reilly Financial Advisors
California
$5K
RCG
466
Ruggie Capital Group
Florida
$5K
UBS AM
467
UBS AM
Illinois
$4.06K +$4.03K +33 New
CWM
468
Catamount Wealth Management
Connecticut
$4K
FWM
469
Focused Wealth Management
New York
$4K
IF
470
Ironwood Financial
Arizona
$4K
WCM
471
Wealthcare Capital Management
Virginia
$4K
RBA
472
Richard Bernstein Advisors
New York
$4K +$122 +1 +4%
KTC
473
Kistler-Tiffany Companies
Pennsylvania
$3K -$1.59K -13 -38%
AIS
474
Accurate Investment Solutions
Pennsylvania
$3K
SFSIG
475
San Francisco Sentry Investment Group
California
$3K +$3.3K +27 New