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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
601
Peddock Capital Advisors
Massachusetts
$18K – – –
RMC
602
Resources Management Corp
Connecticut
$18K – – –
VCM
603
Vigilant Capital Management
Maine
$18K – – –
JCM
604
Jacobi Capital Management
Pennsylvania
$18K +$3.8K +30 +23%
AIM
605
Anchor Investment Management
South Carolina
$17.9K +$10.2K +81 +107%
JWA
606
JFS Wealth Advisors
Pennsylvania
$16K -$41.9K -331 -70%
DAM
607
Delta Asset Management
Tennessee
$16K – – –
ME
608
McIlrath & Eck
Washington
$15K – – –
LGWM
609
Litman Gregory Wealth Management
California
$14K – – –
PFO
610
Pathstone Family Office
New Jersey
$14K +$15.2K +120 New
CAGAS
611
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
MWA
612
Meridian Wealth Advisors
Texas
$13K +$13.9K +110 New
M
613
MOTCO
Texas
$12K +$8.6K +68 +194%
DWA
614
Dougherty Wealth Advisers
Minnesota
$12K +$11.4K +90 New
QAM
615
QCI Asset Management
New York
$11K -$3.29K -26 -21%
CB
616
CNB Bank
Pennsylvania
$11K – – –
BAM
617
Bruderman Asset Management
New York
$11K +$12.7K +100 New
DWM
618
Destination Wealth Management
California
$11K +$12.7K +100 New
EWM
619
Executive Wealth Management
Michigan
$11K +$12.7K +100 New
Simplex Trading
620
Simplex Trading
Illinois
$10K +$11.5K +91 New
MSA
621
Marino Stram & Associates
Massachusetts
$9K -$20.5K -162 -68%
RFM
622
Royal Fund Management
Florida
$9K – – –
WAS
623
WESPAC Advisors SoCal
California
$9K – – –
LWA
624
Lenox Wealth Advisors
New York
$9K +$4.05K +32 +73%
CDIA
625
Capital Directions Investment Advisors
Georgia
$8K -$3.42K -27 -28%