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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
451
Cadence Bank
Mississippi
$223K -$530K -4,000 -70%
Lido Advisors
452
Lido Advisors
California
$223K +$229K +1,730 New
SWM
453
Stockman Wealth Management
Montana
$221K +$663 +5 +0.3%
FIAS
454
FinTrust Investment Advisory Services
South Carolina
$218K – – –
AP
455
Appleton Partners
Massachusetts
$217K – – –
AG
456
Appleton Group
Wisconsin
$215K -$163K -1,226 -42%
GG
457
Gofen & Glossberg
Illinois
$214K -$39.8K -300 -15%
EA
458
Elm Advisors
California
$214K – – –
EWM
459
Empirical Wealth Management
Washington
$212K +$398 +3 +0.2%
VAM
460
Visionary Asset Management
Texas
$207K +$2.92K +22 +1%
FTIOP
461
Fiduciary Trust International of Pennsylvania
Pennsylvania
$205K – – –
RFC
462
Regions Financial Corp
Alabama
$204K -$133 -1 -0.1%
CWM
463
Capital Wealth Management
Rhode Island
$201K +$206K +1,551 New
CHA
464
Carmichael Hill & Associates
Maryland
$200K – – –
SNT
465
Security National Trust
West Virginia
$197K +$16.6K +125 +9%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$36.7K +277 +22%
AIS
467
Accurate Investment Solutions
Pennsylvania
$186K +$187K +1,413 +5,233%
CC
468
Cassaday & Co
Virginia
$176K -$175K -1,317 -49%
WEC
469
Winslow Evans & Crocker
Massachusetts
$174K -$12.5K -94 -7%
CAC
470
Certified Advisory Corp
Florida
$171K +$795 +6 +0.5%
BlackRock
471
BlackRock
New York
$165K +$9.41K +71 +6%
VC
472
Vestor Capital
Illinois
$155K – – –
SSB
473
Sandy Spring Bank
Maryland
$155K +$119K +895 +298%
S
474
SignatureFD
Georgia
$153K +$157K +1,185 New
CAL
475
Capital Advisors Ltd
Ohio
$151K -$4.9K -37 -3%