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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BO
551
BRR OpCo
Ohio
$333K +$2.25K +17 +0.7%
GRP
552
Global Retirement Partners
California
$328K -$21.7K -164 -6%
IAA
553
Ironsides Asset Advisors
North Carolina
$328K – – –
ACI
554
Alpha Cubed Investments
California
$325K -$1.85K -14 -0.6%
PFGIA
555
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$34.4K +260 +12%
WA
556
WP Advisors
California
$324K +$2.25K +17 +0.7%
WF
557
Welch & Forbes
Massachusetts
$323K +$312K +2,358 New
EHPM
558
Emery Howard Portfolio Management
California
$322K +$1.46K +11 +0.5%
KCPG
559
Kavar Capital Partners Group
Kansas
$320K – – –
Bessemer Group
560
Bessemer Group
New Jersey
$317K – – –
MWP
561
MYCIO Wealth Partners
Pennsylvania
$315K +$4.5K +34 +2%
CCA
562
Checchi Capital Advisers
California
$315K +$11.3K +85 +4%
DE
563
Day & Ennis
Georgia
$310K +$2.92K +22 +1%
WI
564
Wintrust Investments
Illinois
$307K +$13.2K +100 +5%
BIM
565
Baldwin Investment Management
Pennsylvania
$305K -$13.2K -100 -4%
CFM
566
Comprehensive Financial Management
California
$303K +$293K +2,213 New
RF
567
RHS Financial
California
$299K – – –
AllianceBernstein
568
AllianceBernstein
Tennessee
$298K -$1.84M -13,855 -86%
AW
569
ACG Wealth
Georgia
$295K -$45K -340 -14%
NG
570
Northstar Group
New York
$295K +$397 +3 +0.1%
AP
571
Appleton Partners
Massachusetts
$292K -$3.44K -26 -1%
VCP
572
Vista Capital Partners
Oregon
$290K -$97.4K -735 -26%
LWM
573
Laidlaw Wealth Management
New York
$289K +$279K +2,106 New
MIH
574
Meitav Investment House
Israel
$288K -$39.7K -300 -13%
EWMCB
575
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K – – –