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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
601
San Francisco Sentry Investment Group
California
$55K – – –
TF
602
Tompkins Financial
New York
$51K – – –
HWM
603
Holloway Wealth Management
Florida
$50K – – –
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$50K +$49.9K +384 New
OC
605
Oakworth Capital
Alabama
$49K – – –
LF
606
Lee Financial
Texas
$48K – – –
RCAG
607
Rehmann Capital Advisory Group
Michigan
$47.4K – – –
VNA
608
Valley National Advisers
Pennsylvania
$47K – – –
ARMC
609
American Research & Management Company
Massachusetts
$46K – – –
FCB
610
First Command Bank
Texas
$40K – – –
FCFS
611
First Command Financial Services
Texas
$40K – – –
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$40K +$39.7K +305 New
HWA
613
Heritage Wealth Advisors
Virginia
$39.5K +$39.3K +302 New
HI
614
Hudock Inc
Pennsylvania
$39K – – –
HPC
615
HM Payson & Co
Maine
$39K +$39K +300 New
W
616
WealthStone
Ohio
$32.6K – – –
TF
617
TimeScale Financial
Massachusetts
$32K +$32.1K +247 New
AIM
618
Anchor Investment Management
South Carolina
$28.1K – – –
MWC
619
MKD Wealth Coaches
Michigan
$27K +$26.8K +206 New
GEA
620
Glen Eagle Advisors
New Jersey
$25.5K – – –
FGAM
621
Financial Gravity Asset Management
Texas
$24K – – –
SIAP
622
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
WIM
623
Westside Investment Management
California
$24K +$24.4K +188 New
QCIG
624
Quad-Cities Investment Group
Iowa
$23K – – –
TA
625
TCG Advisors
Texas
$23K +$13K +100 +130%