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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$223K +$229K +1,730 New
SWM
452
Stockman Wealth Management
Montana
$221K +$663 +5 +0.3%
FIAS
453
FinTrust Investment Advisory Services
South Carolina
$218K
AP
454
Appleton Partners
Massachusetts
$217K
AG
455
Appleton Group
Wisconsin
$215K -$163K -1,226 -42%
GG
456
Gofen & Glossberg
Illinois
$214K -$39.8K -300 -15%
EA
457
Elm Advisors
California
$214K
EWM
458
Empirical Wealth Management
Washington
$212K +$398 +3 +0.2%
VAM
459
Visionary Asset Management
Texas
$207K +$2.92K +22 +1%
FTIOP
460
Fiduciary Trust International of Pennsylvania
Pennsylvania
$205K
RFC
461
Regions Financial Corp
Alabama
$204K -$133 -1 -0.1%
CWM
462
Capital Wealth Management
Rhode Island
$201K +$206K +1,551 New
CHA
463
Carmichael Hill & Associates
Maryland
$200K
SNT
464
Security National Trust
West Virginia
$197K +$16.6K +125 +9%
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$36.7K +277 +22%
AIS
466
Accurate Investment Solutions
Pennsylvania
$186K +$187K +1,413 +5,233%
CC
467
Cassaday & Co
Virginia
$176K -$175K -1,317 -49%
WEC
468
Winslow Evans & Crocker
Massachusetts
$174K -$12.5K -94 -7%
CAC
469
Certified Advisory Corp
Florida
$171K +$795 +6 +0.5%
BlackRock
470
BlackRock
New York
$165K +$9.41K +71 +6%
VC
471
Vestor Capital
Illinois
$155K
SSB
472
Sandy Spring Bank
Maryland
$155K +$119K +895 +298%
S
473
SignatureFD
Georgia
$153K +$157K +1,185 New
CAL
474
Capital Advisors Ltd
Ohio
$151K -$4.9K -37 -3%
HDIM
475
Hanson & Doremus Investment Management
Vermont
$144K +$2.92K +22 +2%