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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRC
526
Relaxing Retirement Coach
Massachusetts
$1.09M -$35.3K -222 -3%
Geneos Wealth Management
527
Geneos Wealth Management
Colorado
$1.09M +$635 +4 +0.1%
TP
528
Tranquility Partners
Tennessee
$1.08M -$33K -208 -3%
JC
529
Jentner Corp
Ohio
$1.07M -$30.5K -192 -3%
Financial Engines Advisors
530
Financial Engines Advisors
California
$1.05M -$29.5K -186 -2%
CL
531
CPWM LLC
Washington
$1.05M -$148K -933 -11%
WFAG
532
Wescott Financial Advisory Group
Pennsylvania
$1.04M +$17.6K +111 +2%
HA
533
HC Advisors
Georgia
$1.03M +$41.1K +259 +4%
Clearstead Advisors
534
Clearstead Advisors
Ohio
$1.02M +$103K +651 +10%
CMBA
535
C.M. Bidwell & Associates
Hawaii
$1.02M -$303K -1,908 -21%
TD Private Client Wealth
536
TD Private Client Wealth
New York
$1.02M +$122K +766 +12%
Wealthfront Advisers
537
Wealthfront Advisers
California
$1.01M +$40.3K +254 +4%
WesBanco Bank
538
WesBanco Bank
West Virginia
$996K -$990K -6,230 -47%
WP
539
Wealthspan Partners
Iowa
$996K +$15.4K +97 +1%
CFGS
540
Concourse Financial Group Securities
Alabama
$992K -$10.8K -68 -1%
BCA
541
Bay Colony Advisors
Massachusetts
$989K +$15.4K +97 +1%
Waverly Advisors
542
Waverly Advisors
Alabama
$986K -$21.1K -133 -2%
TC
543
Trust Company
Kansas
$985K -$313K -1,968 -22%
TDWM
544
Topel & Distasi Wealth Management
California
$975K – – –
Valeo Financial Advisors
545
Valeo Financial Advisors
Indiana
$969K +$214K +1,347 +11%
DB
546
Dravo Bay
Delaware
$966K +$29.2K +184 +3%
Prime Capital Investment Advisors
547
Prime Capital Investment Advisors
Kansas
$965K -$363K -2,284 -25%
Huntington National Bank
548
Huntington National Bank
Ohio
$965K – – –
MA
549
Mutual Advisors
Nebraska
$965K +$247K +1,555 +30%
CTA
550
Chesley Taft & Associates
Illinois
$963K -$39.7K -250 -4%