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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
501
Hochman Cole Investment Advisors
Illinois
$641K -$120K -933 -17%
UFA
502
US Financial Advisors
Massachusetts
$632K +$573K +4,445 New
VCM
503
Versant Capital Management
Arizona
$630K -$64.9K -503 -10%
MCM
504
MAI Capital Management
Ohio
$630K
APA
505
American Portfolios Advisors
New York
$622K +$305K +2,364 +118%
EA
506
Elm Advisors
California
$621K +$16.8K +130 +3%
TWP
507
TFO Wealth Partners
Ohio
$619K +$197K +1,529 +54%
CFB
508
Cullen/Frost Bankers
Texas
$618K +$903 +7 +0.2%
EIG
509
Ellenbecker Investment Group
Wisconsin
$616K -$21.8K -169 -4%
AIM
510
AMI Investment Management
Indiana
$608K
VA
511
Valmark Advisers
Ohio
$601K +$545K +4,227 New
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$598K -$31.2K -242 -5%
WIA
513
World Investment Advisors
California
$591K -$32.4K -251 -6%
EVC
514
Eidelman Virant Capital
Missouri
$590K +$2.97K +23 +0.6%
AWA
515
Arkadios Wealth Advisors
Georgia
$588K +$530K +4,106 +14,159%
AWCI
516
Alpine Woods Capital Investors
New York
$585K
AC
517
Alexandria Capital
Virginia
$584K +$3.23K +25 +0.6%
OC
518
Oppenheimer & Co
New York
$578K +$524K +4,062 New
SCA
519
STALEY CAPITAL ADVISERS
Pennsylvania
$572K
AWP
520
Accretive Wealth Partners
New Jersey
$568K +$515K +3,991 New
CTC
521
Central Trust Company
Missouri
$566K -$774 -6 -0.2%
MA
522
Montag & Associates
Georgia
$566K +$513K +3,979 New
VCP
523
Vista Capital Partners
Oregon
$564K -$115K -895 -18%
AllianceBernstein
524
AllianceBernstein
Tennessee
$561K +$92.1K +714 +22%
AP
525
Advisor Partners
California
$558K +$506K +3,923 New