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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
526
WealthOne
New York
$178K +$198K +1,566 New
SNT
527
Security National Trust
West Virginia
$174K – – –
ONST
528
Old North State Trust
North Carolina
$169K +$12.9K +102 +7%
RCA
529
Rowland Carmichael Advisors
Arizona
$164K -$284K -2,247 -61%
SBL
530
Sargent Bickham Lagudis
Colorado
$161K +$105K +829 +142%
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$2.4K -19 -1%
DWM
532
Doyle Wealth Management
Florida
$151K +$168K +1,326 New
WEC
533
Winslow Evans & Crocker
Massachusetts
$144K -$12.4K -98 -7%
CAL
534
Capital Advisors Ltd
Ohio
$144K +$12K +95 +8%
SFM
535
Systematic Financial Management
New Jersey
$144K +$160K +1,263 New
SG Americas Securities
536
SG Americas Securities
New York
$142K -$2.9M -22,940 -95%
SSB
537
Sandy Spring Bank
Maryland
$136K – – –
VC
538
Vestor Capital
Illinois
$136K – – –
BlackRock
539
BlackRock
New York
$134K -$3.16K -25 -2%
BWM
540
BerganKDV Wealth Management
Minnesota
$131K +$3.04K +24 +2%
PB
541
Pinnacle Bancorp
Nebraska
$124K +$137K +1,084 New
BAMG
542
Brand Asset Management Group
Missouri
$123K +$57.4K +454 +72%
CAC
543
Certified Advisory Corp
Florida
$121K -$15.6K -123 -10%
S
544
SignatureFD
Georgia
$116K -$20.5K -162 -14%
RE
545
RBC Europe
United Kingdom
$114K – – –
JFA
546
JNBA Financial Advisors
Minnesota
$113K -$83.6K -661 -40%
PO
547
Private Ocean
California
$112K -$30.2K -239 -20%
TSW
548
Thompson Siegel & Walmsley
Virginia
$112K +$120K +947 +2,492%
JGIA
549
Jackson Grant Investment Advisers
Connecticut
$109K +$1.65K +13 +1%
CC
550
Claybrook Capital
Massachusetts
$107K -$95.2K -752 -44%