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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
551
McIlrath & Eck
Washington
$9K +$8.46K +65 New
EWM
552
Edge Wealth Management
New York
$9K +$9.63K +74 New
CCM
553
Cribstone Capital Management
Maine
$8K – – –
JCM
554
Jacobi Capital Management
Pennsylvania
$8K +$3.9K +30 +100%
MPPLM
555
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K +$7.55K +58 New
WB
556
Webster Bank
Connecticut
$7K -$31K -238 -81%
SAM
557
Shamrock Asset Management
Texas
$7K – – –
MIM
558
Macroview Investment Management
Maryland
$7K +$2.6K +20 +57%
TFO
559
Tarbox Family Office
California
$7K +$6.77K +52 New
LWA
560
Lenox Wealth Advisors
New York
$6K – – –
RFM
561
Royal Fund Management
Florida
$6K – – –
MCM
562
MV Capital Management
Maryland
$6K +$6.12K +47 New
RFA
563
Reilly Financial Advisors
California
$5K -$651 -5 -12%
CWM
564
Catamount Wealth Management
Connecticut
$5K – – –
IF
565
Ironwood Financial
Arizona
$5K – – –
RCG
566
Ruggie Capital Group
Florida
$5K – – –
TSW
567
Thompson Siegel & Walmsley
Virginia
$5K – – –
WCM
568
Wealthcare Capital Management
Virginia
$5K – – –
TFA
569
Transamerica Financial Advisors
Florida
$5K +$4.16K +32 New
AWA
570
Acorn Wealth Advisors
Michigan
$5K +$4.42K +34 New
FWM
571
Focused Wealth Management
New York
$5K +$4.55K +35 New
UBS AM
572
UBS AM
Illinois
$4.38K – – –
RBA
573
Richard Bernstein Advisors
New York
$4K -$130 -1 -3%
KTC
574
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
AIS
575
Accurate Investment Solutions
Pennsylvania
$3K +$130 +1 +4%