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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
526
Spire Wealth Management
Virginia
$1.4M -$184K -1,059 -12%
TFF
527
The Family Firm
Maryland
$1.38M +$27.8K +160 +2%
Financial Engines Advisors
528
Financial Engines Advisors
California
$1.37M +$88K +506 +7%
JC
529
Jentner Corp
Ohio
$1.35M -$85.7K -493 -6%
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$1.34M +$31.6K +182 +2%
55I LLC
531
55I LLC
Massachusetts
$1.34M -$266K -1,532 -17%
LPT
532
Legacy Private Trust
Wisconsin
$1.33M -$24.3K -140 -2%
Edmond de Rothschild Holding
533
Edmond de Rothschild Holding
Switzerland
$1.33M – – –
CL
534
CPWM LLC
Washington
$1.33M +$46.1K +265 +4%
CPA
535
Capital Performance Advisors
California
$1.32M -$5.74K -33 -0.4%
EA
536
Echo45 Advisors
California
$1.31M +$497K +2,856 +62%
NFG
537
Nations Financial Group
Iowa
$1.31M -$60.7K -349 -4%
MLA
538
My Legacy Advisors
Oregon
$1.3M +$1.29M +7,398 New
DB
539
Dravo Bay
Delaware
$1.3M +$120K +692 +10%
Kingsview Wealth Management
540
Kingsview Wealth Management
Oregon
$1.29M -$35.5K -204 -3%
Brown Advisory
541
Brown Advisory
Maryland
$1.29M -$147K -844 -10%
Capital Analysts LLC
542
Capital Analysts LLC
Pennsylvania
$1.29M +$838K +4,819 +190%
GA
543
GFS Advisors
Texas
$1.28M -$223K -1,283 -15%
DI
544
Disciplined Investments
Oklahoma
$1.28M -$21.4K -123 -2%
CWAG
545
Compton Wealth Advisory Group
Virginia
$1.28M -$256K -1,475 -17%
TP
546
Tranquility Partners
Tennessee
$1.27M +$91.5K +526 +8%
Great Valley Advisor Group
547
Great Valley Advisor Group
Delaware
$1.26M -$92.8K -534 -7%
Parametric Portfolio Associates
548
Parametric Portfolio Associates
Washington
$1.26M +$538K +3,094 +76%
KAM
549
KEB Asset Management
Illinois
$1.26M – – –
JWM
550
Janiczek Wealth Management
Colorado
$1.24M – – –