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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
551
Anderson Hoagland & Co
Missouri
$480K +$436K +3,376 New
KM
552
Kalos Management
Georgia
$479K +$645 +5 +0.2%
DPI
553
Diversified Portfolios Inc
Michigan
$479K +$28.6K +222 +7%
WP
554
WMS Partners
Maryland
$478K +$14.2K +110 +3%
GVAG
555
Great Valley Advisor Group
Delaware
$475K +$60.9K +472 +16%
SCM
556
SOL Capital Management
Maryland
$471K +$71.5K +554 +20%
LPIC
557
LeJeune Puetz Investment Counsel
Michigan
$470K +$291K +2,253 +215%
W
558
WealthOne
New York
$461K -$51.3K -398 -11%
HFA
559
Hoover Financial Advisors
Pennsylvania
$458K -$142K -1,100 -27%
GP
560
Geneva Partners
Wisconsin
$458K +$415K +3,217 New
TC
561
TownSquare Capital
Utah
$456K +$413K +3,205 New
Vanguard Personalized Indexing Management
562
Vanguard Personalized Indexing Management
California
$455K -$461K -3,577 -53%
PA
563
Procyon Advisors
Connecticut
$455K -$19.4K -150 -4%
ECG
564
Edge Capital Group
Georgia
$455K +$645 +5 +0.2%
UBS AM
565
UBS AM
Illinois
$454K +$411K +3,189 New
CWAG
566
Compton Wealth Advisory Group
Virginia
$450K -$97K -752 -19%
SLT
567
St Louis Trust
Missouri
$450K +$408K +3,163 New
MWM
568
Meridian Wealth Management
Kentucky
$444K +$93.5K +725 +30%
TFM
569
TFC Financial Management
Massachusetts
$444K +$403K +3,121 New
TNB
570
TCF National Bank
South Dakota
$443K -$99.5K -771 -20%
CWC
571
Carolinas Wealth Consulting
North Carolina
$443K +$15.5K +120 +4%
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
$439K -$11.2K -87 -3%
BS
573
Boenning & Scattergood
Pennsylvania
$431K +$39.6K +307 +11%
MW
574
Marcum Wealth
Ohio
$429K -$37.9K -294 -9%
MWM
575
Mission Wealth Management
California
$428K +$389K +3,013 New