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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
476
Wintrust Investments
Illinois
$1.2M -$27.6K -159 -2%
MOS
477
MGO One Seven
Ohio
$1.19M +$850K +4,902 +248%
MCM
478
MAI Capital Management
Ohio
$1.19M +$249K +1,434 +27%
SCM
479
Southport Capital Management
Tennessee
$1.17M -$147K -848 -11%
ACP
480
Aveo Capital Partners
Colorado
$1.17M -$55.6K -321 -5%
GVAG
481
Great Valley Advisor Group
Delaware
$1.17M +$599K +3,457 +106%
FPS
482
Fieldpoint Private Securities
Connecticut
$1.16M -$529K -3,051 -31%
CWAG
483
Compton Wealth Advisory Group
Virginia
$1.16M +$347K +2,000 +43%
HWM
484
Hemington Wealth Management
Virginia
$1.16M -$575K -3,318 -33%
TFGT
485
TS Financial Group (TSFG)
Illinois
$1.16M +$28.2K +163 +3%
CFG
486
Citizens Financial Group
Rhode Island
$1.15M +$684K +3,946 +147%
FLPIM
487
F.L. Putnam Investment Management
Massachusetts
$1.15M +$67.8K +391 +6%
SWP
488
Summit Wealth Partners
Florida
$1.13M +$11.1K +64 +1%
AIA
489
Angeles Investment Advisors
California
$1.13M
MWA
490
Motive Wealth Advisors
Michigan
$1.12M +$1.12M +6,451 New
CCG
491
Chatham Capital Group
Georgia
$1.12M -$14.7K -85 -1%
GWM
492
Geneos Wealth Management
Colorado
$1.11M -$344K -1,984 -24%
CCWA
493
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M +$1.1M +6,364 New
HCIA
494
Hochman Cole Investment Advisors
Illinois
$1.09M +$308K +1,776 +39%
AIA
495
Alera Investment Advisors
Illinois
$1.09M -$17.2K -99 -2%
HIIFS
496
Harel Insurance Investments & Financial Services
Israel
$1.08M -$1.63M -9,393 -83%
BC
497
Burney Company
Virginia
$1.08M -$416K -2,398 -28%
MA
498
Mutual Advisors
Nebraska
$1.07M +$12K +69 +1%
AllianceBernstein
499
AllianceBernstein
Tennessee
$1.07M +$382K +2,205 +56%
NRI
500
NFP Retirement Inc
California
$1.07M +$472K +2,726 +80%