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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
626
Bay Colony Advisors
Massachusetts
$1.03M -$39.2K -249 -4%
WFAG
627
Wescott Financial Advisory Group
Pennsylvania
$1.03M -$97K -616 -9%
SAG
628
SageView Advisory Group
California
$1.03M -$1.96M -12,467 -67%
Wellington Management Group
629
Wellington Management Group
Massachusetts
$1.02M
ACA
630
Aptus Capital Advisors
Alabama
$1.02M +$13.5K +86 +1%
CFB
631
Cullen/Frost Bankers
Texas
$1.02M +$139K +884 +17%
ATWA
632
Arbor Trust Wealth Advisors
Michigan
$1.02M +$74.8K +475 +8%
AWA
633
Arete Wealth Advisors
Illinois
$1.01M +$153K +975 +19%
SFA
634
Sequoia Financial Advisors
Ohio
$1M +$18.4K +117 +2%
JWM
635
Janiczek Wealth Management
Colorado
$1M
CPRC
636
Consolidated Portfolio Review Corp
New York
$993K +$4.72K +30 +0.5%
Financial Engines Advisors
637
Financial Engines Advisors
California
$989K +$157 +1 +0%
IA
638
Insight Advisors
Pennsylvania
$989K -$18.4K -117 -2%
TFS
639
Thoroughbred Financial Services
Tennessee
$984K +$29.1K +185 +3%
CCB
640
Country Club Bank
Missouri
$979K
AF
641
Affiance Financial
Minnesota
$973K -$94.5K -600 -9%
IWA
642
Intercontinental Wealth Advisors
Texas
$970K -$4.57K -29 -0.5%
BP
643
Ballentine Partners
Massachusetts
$968K
KA
644
Klingman & Associates
New York
$967K -$7.71K -49 -0.8%
PIA
645
Perennial Investment Advisors
California
$960K -$23K -146 -2%
OWM
646
Opes Wealth Management
California
$950K +$904K +5,743 New
BIA
647
Barry Investment Advisors
Massachusetts
$947K +$902K +5,727 New
HCM
648
Hall Capital Management
Rhode Island
$947K +$1.89K +12 +0.2%
CCG
649
Chatham Capital Group
Georgia
$945K
IGGA
650
Iron Gate Global Advisors
Utah
$936K