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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMA
476
Roffman Miller Associates
Pennsylvania
$363K -$67.1K -524 -16%
NAS
477
Nicolet Advisory Services
Wisconsin
$362K +$11.1K +87 +3%
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$361K +$27.1K +212 +8%
Simplex Trading
479
Simplex Trading
Illinois
$360K +$285K +2,229 +394%
TC
480
TownSquare Capital
Utah
$359K +$3.97K +31 +1%
PAS
481
Partnervest Advisory Services
California
$359K +$356K +2,783 New
SBIA
482
Sheaff Brock Investment Advisors
Indiana
$358K -$87K -680 -20%
CW
483
CreativeOne Wealth
Kansas
$358K +$355K +2,777 New
CFGS
484
Concourse Financial Group Securities
Alabama
$357K -$103K -801 -22%
MWM
485
Mission Wealth Management
California
$354K -$11.3K -88 -3%
TFF
486
The Family Firm
Maryland
$353K +$123K +959 +54%
LFS
487
Lutz Financial Services
Nebraska
$344K +$71.4K +558 +26%
SW
488
SVB Wealth
Massachusetts
$343K +$37.8K +295 +12%
AIC
489
Ameritas Investment Company
Nebraska
$341K +$140K +1,095 +71%
FAN
490
Financial Advisors Network
California
$340K +$56.4K +441 +20%
MWM
491
Meridian Wealth Management
Kentucky
$340K +$81.4K +636 +32%
KA
492
Kovack Advisors
Florida
$339K -$78.8K -616 -19%
EPA
493
Element Pointe Advisors
Florida
$339K – – –
PWM
494
Perigon Wealth Management
California
$337K +$17K +133 +5%
GRP
495
Global Retirement Partners
California
$329K +$26K +203 +9%
PIA
496
Pinion Investment Advisors
Kansas
$323K -$19.3K -151 -6%
WTC
497
WhitTier Trust Company
Nevada
$322K – – –
AW
498
ACG Wealth
Georgia
$321K -$335K -2,614 -51%
SCA
499
STALEY CAPITAL ADVISERS
Pennsylvania
$317K – – –
NP
500
NorthRock Partners
Minnesota
$317K +$35.5K +277 +13%