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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
651
Chatham Capital Group
Georgia
$911K
CFB
652
Cullen/Frost Bankers
Texas
$910K -$77.7K -465 -8%
IGGA
653
Iron Gate Global Advisors
Utah
$905K
MA
654
Montag & Associates
Georgia
$904K -$142K -848 -13%
Financial Engines Advisors
655
Financial Engines Advisors
California
$893K -$63.5K -380 -6%
MFT
656
Moisand Fitzgerald Tamayo
Florida
$891K +$1.84K +11 +0.2%
TPWA
657
TRUE Private Wealth Advisors
Oregon
$891K +$933K +5,583 New
TFGT
658
TS Financial Group (TSFG)
Illinois
$888K +$1.17K +7 +0.1%
FDDB
659
Fidelity D&D Bancorp
Pennsylvania
$888K +$930K +5,565 New
MWM
660
Meritas Wealth Management
California
$887K -$4.35K -26 -0.5%
IC
661
IEQ Capital
California
$885K -$5.35K -32 -0.6%
SIA
662
Schechter Investment Advisors
Michigan
$882K -$12.4K -74 -1%
SW
663
SVB Wealth
Massachusetts
$859K -$192K -1,149 -18%
FNBOMD
664
First National Bank of Mount Dora
Florida
$859K
IFWM
665
Institute for Wealth Management
Colorado
$849K
KCM
666
Kathmere Capital Management
Pennsylvania
$847K +$37.1K +222 +4%
SAG
667
SageView Advisory Group
California
$842K -$155K -930 -15%
CPRC
668
Consolidated Portfolio Review Corp
New York
$838K -$125K -745 -12%
SWM
669
Silverlake Wealth Management
Vermont
$831K +$39.5K +236 +5%
RRA
670
Round Rock Advisors
Connecticut
$828K
PAIM
671
Punch & Associates Investment Management
Minnesota
$827K +$72.4K +433 +9%
GGS
672
Galvin Gaustad & Stein
Arizona
$827K
AIA
673
Ally Invest Advisors
North Carolina
$823K +$272K +1,629 +46%
WIC
674
Woodmont Investment Counsel
Tennessee
$819K -$31.8K -190 -4%
CTA
675
Chesley Taft & Associates
Illinois
$809K -$50.2K -300 -6%