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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
476
Alexandria Capital
Virginia
$10K – – –
AOWM
477
Alpha Omega Wealth Management
Virginia
$9K – – –
QAM
478
QCI Asset Management
New York
$9K – – –
CCM
479
Cribstone Capital Management
Maine
$8K – – –
SAM
480
Shamrock Asset Management
Texas
$7K – – –
VCM
481
Vigilant Capital Management
Maine
$7K +$6.29K +51 New
LWA
482
Lenox Wealth Advisors
New York
$6K – – –
RFM
483
Royal Fund Management
Florida
$6K – – –
IF
484
Ironwood Financial
Arizona
$5K – – –
RFA
485
Reilly Financial Advisors
California
$5K – – –
RCG
486
Ruggie Capital Group
Florida
$5K – – –
TSW
487
Thompson Siegel & Walmsley
Virginia
$5K +$4.68K +38 New
UBS AM
488
UBS AM
Illinois
$4.22K – – –
CDIA
489
Capital Directions Investment Advisors
Georgia
$4K -$3.08K -25 -42%
CWM
490
Catamount Wealth Management
Connecticut
$4K – – –
RBA
491
Richard Bernstein Advisors
New York
$4K – – –
WCM
492
Wealthcare Capital Management
Virginia
$4K – – –
JCM
493
Jacobi Capital Management
Pennsylvania
$4K +$3.7K +30 New
MIM
494
Macroview Investment Management
Maryland
$4K +$4.32K +35 New
KTC
495
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
AIS
496
Accurate Investment Solutions
Pennsylvania
$3K +$370 +3 +13%
HT
497
Heritage Trust
Oklahoma
$2K – – –
JAM
498
Jolley Asset Management
North Carolina
$1K – – –
HI
499
Horizon Investments
North Carolina
– -$23.7M -195,593 Closed
RGI
500
River Global Investors
United Kingdom
– -$5.4M -43,940 Closed