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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
551
TAP Consulting
Missouri
$1.21M -$50.1K -288 -4%
IWA
552
Intercontinental Wealth Advisors
Texas
$1.21M
WI
553
WrapManager Inc
California
$1.2M +$9.21K +53 +0.8%
TFS
554
TrustCore Financial Services
Tennessee
$1.2M -$1.16M -6,694 -50%
CFG
555
Citizens Financial Group
Rhode Island
$1.2M -$522 -3 -0%
CTA
556
Chesley Taft & Associates
Illinois
$1.19M
CA
557
Clearstead Advisors
Ohio
$1.19M -$172K -991 -13%
RHBC
558
R.H. Bluestein & Co
Michigan
$1.19M -$146K -837 -11%
DPI
559
Diversified Portfolios Inc
Michigan
$1.18M +$414K +2,380 +55%
Boston Partners
560
Boston Partners
Massachusetts
$1.18M +$1.2M +6,902 New
FLPIM
561
F.L. Putnam Investment Management
Massachusetts
$1.18M +$10.8K +62 +0.9%
TPCW
562
TD Private Client Wealth
New York
$1.17M -$52.9K -304 -4%
SFP
563
Strategic Financial Partners
Oregon
$1.17M -$72.8K -419 -6%
KA
564
Klingman & Associates
New York
$1.15M -$20K -115 -2%
AT
565
American Trust
Kentucky
$1.15M +$886K +5,097 +356%
WI
566
Wintrust Investments
Illinois
$1.15M -$65K -374 -5%
FCH
567
Freestone Capital Holdings
Washington
$1.14M -$138K -792 -11%
NW
568
NewEdge Wealth
Pennsylvania
$1.14M -$137K -787 -11%
HA
569
HC Advisors
Georgia
$1.14M +$72.2K +415 +7%
Wealthfront Advisers
570
Wealthfront Advisers
California
$1.14M +$643K +3,698 +134%
BP
571
Ballentine Partners
Massachusetts
$1.13M -$228K -1,309 -17%
WP
572
Wealthspan Partners
Iowa
$1.12M +$18.1K +104 +2%
TFGT
573
TS Financial Group (TSFG)
Illinois
$1.12M -$17.4K -100 -2%
ST
574
Smithfield Trust
Pennsylvania
$1.12M -$58.9K -339 -5%
PSF
575
Pacific Sun Financial
California
$1.11M +$51.3K +295 +5%