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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
651
CIBC Private Wealth Group
Georgia
$1.46M -$112K -546 -7%
GA
652
GFS Advisors
Texas
$1.45M +$1.51M +7,336 New
PMG
653
ProVise Management Group
Florida
$1.45M -$147K -715 -9%
Jefferies Financial Group
654
Jefferies Financial Group
New York
$1.44M +$18.7K +91 +1%
MFS
655
McNamara Financial Services
Massachusetts
$1.43M -$117K -572 -7%
MA
656
Mutual Advisors
Nebraska
$1.43M +$18.9K +92 +1%
BEAM
657
Baker Ellis Asset Management
Washington
$1.43M – – –
CW
658
Cooksen Wealth
Texas
$1.43M -$37.8K -184 -2%
CMBA
659
C.M. Bidwell & Associates
Hawaii
$1.43M -$7.18K -35 -0.5%
Ballentine Partners
660
Ballentine Partners
Massachusetts
$1.42M – – –
EHAM
661
Eagle Harbor Asset Management
Washington
$1.42M -$8.42K -41 -0.6%
Arkadios Wealth Advisors
662
Arkadios Wealth Advisors
Georgia
$1.42M +$77.2K +376 +6%
1IA
663
1834 Investment Advisors
Wisconsin
$1.41M -$160K -779 -10%
IWC
664
Infinity Wealth Counsel
Ohio
$1.39M +$1.44M +7,000 New
FHC
665
Forest Hill Capital
Arkansas
$1.37M – – –
BOH
666
Bank of Hawaii
Hawaii
$1.37M -$46.4K -226 -3%
Robertson Stephens Wealth Management
667
Robertson Stephens Wealth Management
California
$1.36M -$5.34K -26 -0.4%
Quantinno Capital Management
668
Quantinno Capital Management
New York
$1.34M +$555K +2,704 +66%
Fulton Bank
669
Fulton Bank
Pennsylvania
$1.34M – – –
IAS
670
Insigneo Advisory Services
Florida
$1.33M +$266K +1,297 +24%
Wilmington Savings Fund Society
671
Wilmington Savings Fund Society
Delaware
$1.33M +$20.7K +101 +2%
ATI
672
ARK & TLK Investments
Oklahoma
$1.33M – – –
AW
673
Alteri Wealth
California
$1.33M +$1.38M +6,713 New
RFS
674
Richardson Financial Services
Massachusetts
$1.32M +$5.54K +27 +0.4%
MFF
675
Michels Family Financial
Texas
$1.32M +$1.37M +6,670 New