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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
451
Institute for Wealth Management
Colorado
$1.4M -$36.2K -209 -3%
BFS
452
Bickling Financial Services
Massachusetts
$1.4M -$5.72K -33 -0.4%
WB
453
WesBanco Bank
West Virginia
$1.4M +$212K +1,224 +18%
TCM
454
Telos Capital Management
California
$1.39M +$10.9K +63 +0.8%
RIA
455
Regal Investment Advisors
Michigan
$1.38M +$1.38M +7,955 New
ACM
456
Advisors Capital Management
New Jersey
$1.38M +$142K +818 +12%
MFT
457
Moisand Fitzgerald Tamayo
Florida
$1.37M -$56.8K -328 -4%
SWM
458
Southern Wealth Management
Texas
$1.36M +$67.8K +391 +5%
FAN
459
Financial Advisors Network
California
$1.35M +$169K +973 +14%
NFG
460
Nations Financial Group
Iowa
$1.35M +$134K +771 +11%
SF
461
Synovus Financial
Georgia
$1.34M +$843K +4,866 +169%
PWM
462
Perigon Wealth Management
California
$1.34M +$341K +1,966 +34%
Financial Engines Advisors
463
Financial Engines Advisors
California
$1.31M -$228K -1,318 -15%
ECM
464
Elgethun Capital Management
South Dakota
$1.29M +$6.76K +39 +0.5%
PL
465
Plancorp LLC
Missouri
$1.28M -$36.4K -210 -3%
ST
466
Smithfield Trust
Pennsylvania
$1.27M -$140K -807 -10%
KA
467
Klingman & Associates
New York
$1.27M +$16.6K +96 +1%
APA
468
American Portfolios Advisors
New York
$1.26M +$233K +1,343 +23%
RHBC
469
R.H. Bluestein & Co
Michigan
$1.23M +$959K +5,534 +353%
SFP
470
Strategic Financial Partners
Oregon
$1.23M +$27.2K +157 +2%
TPCW
471
TD Private Client Wealth
New York
$1.23M -$47.8K -276 -4%
AOWM
472
Alpha Omega Wealth Management
Virginia
$1.23M +$154K +887 +14%
JWM
473
Janiczek Wealth Management
Colorado
$1.22M
DI
474
Disciplined Investments
Oklahoma
$1.22M +$177K +1,024 +17%
TFS
475
TrustCore Financial Services
Tennessee
$1.21M +$167K +964 +16%