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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$66K
DOA
602
D'Orazio & Associates
Virginia
$66K +$1.92K +15 +3%
EW
603
Evoke Wealth
California
$64.4K +$64K +500 New
ONST
604
Old North State Trust
North Carolina
$64K
SAM
605
Shamrock Asset Management
Texas
$64K +$64K +500 New
GWMIA
606
Global Wealth Management Investment Advisory
Florida
$61K -$7.55K -59 -11%
SFSIG
607
San Francisco Sentry Investment Group
California
$55K
CB
608
Community Bank
New York
$52K -$109K -855 -68%
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$50K
TF
610
Tompkins Financial
New York
$50K
LF
611
Lee Financial
Texas
$48K
OC
612
Oakworth Capital
Alabama
$48K
VNA
613
Valley National Advisers
Pennsylvania
$46K
ARMC
614
American Research & Management Company
Massachusetts
$45K
JFGIW
615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$43.3K +338 New
GEA
616
Glen Eagle Advisors
New Jersey
$43.6K +$18.3K +143 +73%
NIC
617
Northwest Investment Counselors
Oregon
$43K +$42.5K +332 New
AA
618
Advisory Alpha
Michigan
$42.4K +$43.6K +341 New
FCB
619
First Command Bank
Texas
$39K
FCFS
620
First Command Financial Services
Texas
$39K
HPC
621
HM Payson & Co
Maine
$39K
HI
622
Hudock Inc
Pennsylvania
$39K
WCM
623
Wealthcare Capital Management
Virginia
$39K +$38.7K +302 New
TF
624
TimeScale Financial
Massachusetts
$32K
RP
625
Rice Partnership
Hawaii
$32K +$31.6K +247 New