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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthSource Partners
California
$276K -$99.1K -817 -21%
CIBC Asset Management
477
CIBC Asset Management
Ontario, Canada
$275K -$13.3K -110 -3%
MWM
478
Mission Wealth Management
California
$275K -$8.61K -71 -2%
DI
479
Disciplined Investments
Oklahoma
$274K +$267K +2,203 +250%
SWM
480
Selective Wealth Management
Virginia
$273K +$1.58K +13 +0.4%
KA
481
Kovack Advisors
Florida
$272K +$8.61K +71 +2%
SCM
482
Southport Capital Management
Tennessee
$269K -$168K -1,381 -31%
FLI
483
Family Legacy Inc
South Carolina
$268K +$366K +3,018 New
PAI
484
Pittenger & Anderson Inc
Nebraska
$266K -$1.8M -14,816 -83%
SQA
485
Simon Quick Advisors
New Jersey
$265K -$13.9K -115 -4%
GC
486
Grimes & Company
Massachusetts
$262K -$4.12K -34 -1%
CB
487
Community Bank
New York
$262K +$188K +1,550 +111%
CI
488
Cambiar Investors
Colorado
$262K +$358K +2,949 New
CCM
489
Coldstream Capital Management
Washington
$261K -$42.3K -349 -11%
WCAMG
490
Woodard & Company Asset Management Group
North Carolina
$258K -$2.43K -20 -0.7%
BCM
491
Brookstone Capital Management
Illinois
$256K +$115K +944 +49%
TC
492
TownSquare Capital
Utah
$254K -$3.52K -29 -1%
GRP
493
Global Retirement Partners
California
$252K +$54.8K +452 +19%
BFPW
494
BOK Financial Private Wealth
Colorado
$252K +$152K +1,255 +79%
CFG
495
Capstone Financial Group
Oklahoma
$251K -$40.3K -332 -11%
RMA
496
Roffman Miller Associates
Pennsylvania
$250K -$2.55K -21 -0.7%
DPI
497
Diversified Portfolios Inc
Michigan
$249K -$14.7K -121 -4%
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$52.8K +435 +18%
CWC
499
Carolinas Wealth Consulting
North Carolina
$249K +$278K +2,289 +439%
JWCA
500
J.W. Cole Advisors
Florida
$247K -$639K -5,267 -65%