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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
526
Great Valley Advisor Group
Delaware
$1.2M +$137K +836 +12%
TCM
527
Telos Capital Management
California
$1.19M -$45.3K -276 -3%
CPA
528
Capital Performance Advisors
California
$1.18M +$69.2K +422 +6%
AIM
529
Acropolis Investment Management
Missouri
$1.18M +$334K +2,035 +35%
SWM
530
Spire Wealth Management
Virginia
$1.17M -$21K -128 -2%
RRC
531
Relaxing Retirement Coach
Massachusetts
$1.17M -$31.6K -193 -2%
TP
532
Tranquility Partners
Tennessee
$1.16M +$79K +482 +7%
NFG
533
Nations Financial Group
Iowa
$1.15M +$38K +232 +3%
GWM
534
Geneos Wealth Management
Colorado
$1.15M +$281K +1,714 +29%
FCA
535
FinTrust Capital Advisors
South Carolina
$1.15M +$475K +2,897 +66%
JC
536
Jentner Corp
Ohio
$1.14M -$6.89K -42 -0.5%
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$1.14M -$6.23K -38 -0.5%
KAM
538
Kraft Asset Management
Tennessee
$1.13M +$1.24M +7,563 New
MWA
539
Martel Wealth Advisors
Washington
$1.13M +$399K +2,431 +47%
EDRH
540
Edmond de Rothschild Holding
Switzerland
$1.13M
Financial Engines Advisors
541
Financial Engines Advisors
California
$1.13M -$36.9K -225 -3%
IFG
542
Independent Financial Group
California
$1.13M -$533K -3,251 -30%
AA
543
Aire Advisors
California
$1.12M +$289K +1,765 +31%
AWM
544
Atticus Wealth Management
Florida
$1.12M +$755K +4,601 +160%
PCA
545
Personal Capital Advisors
California
$1.12M -$628K -3,832 -34%
BCA
546
Bay Colony Advisors
Massachusetts
$1.12M +$108K +659 +11%
EAM
547
Evanson Asset Management
California
$1.09M +$208K +1,266 +21%
RG
548
Retirement Group
California
$1.09M +$302K +1,842 +34%
WFAG
549
Wescott Financial Advisory Group
Pennsylvania
$1.07M -$492K -3,001 -30%
ACM
550
Advisors Capital Management
New Jersey
$1.06M +$145K +884 +14%