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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
576
Pacific Sun Financial
California
$1.11M +$51.3K +295 +5%
BC
577
Burleson & Co
California
$1.11M -$59.8K -344 -5%
Oppenheimer & Co
578
Oppenheimer & Co
New York
$1.11M +$35.5K +204 +3%
AIA
579
Alera Investment Advisors
Illinois
$1.1M -$9.21K -53 -0.8%
BWM
580
BCS Wealth Management
Tennessee
$1.1M -$56.7K -326 -5%
KA
581
Kovack Advisors
Florida
$1.09M +$869 +5 +0.1%
Global Retirement Partners
582
Global Retirement Partners
California
$1.09M +$1.19M +6,849 New
Advisors Capital Management
583
Advisors Capital Management
New Jersey
$1.09M -$4.87K -28 -0.5%
IFWM
584
Institute for Wealth Management
Colorado
$1.09M +$1.56K +9 +0.1%
IA
585
Insight Advisors
Pennsylvania
$1.08M -$5.56K -32 -0.5%
BCA
586
Bay Colony Advisors
Massachusetts
$1.08M -$916K -5,270 -46%
HI
587
Harper Investing
California
$1.07M +$1.06M +6,108 New
FHC
588
Forest Hill Capital
Arkansas
$1.07M +$1.06M +6,100 New
SW
589
SVB Wealth
Massachusetts
$1.07M -$965K -5,548 -48%
WFPG
590
Waller Financial Planning Group
Ohio
$1.07M +$13.7K +79 +1%
RRA
591
Round Rock Advisors
Connecticut
$1.06M – – –
EAM
592
Evanson Asset Management
California
$1.06M +$29.9K +172 +3%
ACP
593
Aveo Capital Partners
Colorado
$1.05M -$69.2K -398 -6%
Western Wealth Management
594
Western Wealth Management
Colorado
$1.04M +$469K +2,695 +84%
Sequoia Financial Advisors
595
Sequoia Financial Advisors
Ohio
$1.04M +$186K +1,070 +22%
AIM
596
Acropolis Investment Management
Missouri
$1.03M +$20K +115 +2%
Geneos Wealth Management
597
Geneos Wealth Management
Colorado
$1.03M +$45.9K +264 +5%
Huntington National Bank
598
Huntington National Bank
Ohio
$1.03M – – –
Luther King Capital Management (LKCM)
599
Luther King Capital Management (LKCM)
Texas
$1.03M – – –
CFGS
600
Concourse Financial Group Securities
Alabama
$1.03M +$205K +1,177 +25%