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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
476
Newman Dignan & Sheerar Inc
Rhode Island
$409K -$17.8K -159 -4%
MFIMFI
477
Mesirow Financial Investment Management - Fixed Income
Illinois
$404K – – –
W
478
WealthOne
New York
$403K -$65.1K -581 -14%
JCM
479
Jag Capital Management
Missouri
$396K -$78.9K -704 -16%
WWM
480
Western Wealth Management
Colorado
$394K -$126K -1,122 -24%
KM
481
Kalos Management
Georgia
$390K +$9.86K +88 +3%
BCM
482
Brookstone Capital Management
Illinois
$387K +$58.5K +522 +18%
FLI
483
Family Legacy Inc
South Carolina
$382K -$3.59K -32 -0.9%
AFA
484
Arlington Financial Advisors
California
$376K – – –
ODIJL
485
One Day In July LLC
Vermont
$376K +$5.16K +46 +1%
SWM
486
Selective Wealth Management
Virginia
$375K +$1.46K +13 +0.4%
LA
487
LexAurum Advisors
Kansas
$374K +$45.6K +407 +14%
FPS
488
Fieldpoint Private Securities
Connecticut
$373K -$34.1K -304 -8%
PA
489
Procyon Advisors
Connecticut
$370K -$41.3K -368 -10%
MW
490
Marcum Wealth
Ohio
$367K – – –
WP
491
WMS Partners
Maryland
$360K – – –
CFO
492
CVA Family Office
Colorado
$360K +$26.8K +239 +8%
AllianceBernstein
493
AllianceBernstein
Tennessee
$357K +$65K +580 +22%
ECG
494
Edge Capital Group
Georgia
$354K +$224 +2 +0.1%
PL
495
Plancorp LLC
Missouri
$352K -$618K -5,512 -63%
IFWM
496
Institute for Wealth Management
Colorado
$352K +$357K +3,184 New
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$351K -$65.8K -587 -16%
PHS
498
Pekin Hardy Strauss
Illinois
$350K -$271K -2,415 -43%
DPI
499
Diversified Portfolios Inc
Michigan
$348K +$29.4K +262 +9%
Neuberger Berman Group
500
Neuberger Berman Group
New York
$347K +$352K +3,139 New