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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Cribstone Capital Management
Maine
$8K
JCM
552
Jacobi Capital Management
Pennsylvania
$8K +$3.9K +30 +100%
MPPLM
553
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K +$7.55K +58 New
WB
554
Webster Bank
Connecticut
$7K -$31K -238 -81%
SAM
555
Shamrock Asset Management
Texas
$7K
MIM
556
Macroview Investment Management
Maryland
$7K +$2.6K +20 +57%
TFO
557
Tarbox Family Office
California
$7K +$6.77K +52 New
PCG
558
Private Capital Group
Connecticut
$6.83K +$6.69M +51,408 New
LWA
559
Lenox Wealth Advisors
New York
$6K
RFM
560
Royal Fund Management
Florida
$6K
MCM
561
MV Capital Management
Maryland
$6K +$6.12K +47 New
RFA
562
Reilly Financial Advisors
California
$5K -$651 -5 -12%
CWM
563
Catamount Wealth Management
Connecticut
$5K
IF
564
Ironwood Financial
Arizona
$5K
RCG
565
Ruggie Capital Group
Florida
$5K
TSW
566
Thompson Siegel & Walmsley
Virginia
$5K
WCM
567
Wealthcare Capital Management
Virginia
$5K
TFA
568
Transamerica Financial Advisors
Florida
$5K +$4.16K +32 New
AWA
569
Acorn Wealth Advisors
Michigan
$5K +$4.42K +34 New
FWM
570
Focused Wealth Management
New York
$5K +$4.55K +35 New
UBS AM
571
UBS AM
Illinois
$4.38K
RBA
572
Richard Bernstein Advisors
New York
$4K -$130 -1 -3%
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$3K
AIS
574
Accurate Investment Solutions
Pennsylvania
$3K +$130 +1 +4%
HT
575
Heritage Trust
Oklahoma
$2K