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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$603K +$354K +1,989 +144%
SCA
702
Snowden Capital Advisors
New York
$600K +$86.8K +488 +17%
Kovitz Investment Group Partners
703
Kovitz Investment Group Partners
Illinois
$598K +$193K +1,085 +35%
RFA
704
Resurgent Financial Advisors
Georgia
$596K +$592K +3,330 New
NP
705
NorthRock Partners
Minnesota
$594K +$1.6K +9 +0.3%
MPM
706
Meritage Portfolio Management
Kansas
$592K +$40K +225 +7%
FNBSF
707
First National Bank Sioux Falls
South Dakota
$591K +$31.3K +176 +6%
NF
708
Nikulski Financial
Iowa
$588K +$7.11K +40 +1%
AWM
709
Altium Wealth Management
New York
$583K -$1.25K -7 -0.2%
TWA
710
TCI Wealth Advisors
Arizona
$580K -$80.7K -454 -12%
Vanguard Personalized Indexing Management
711
Vanguard Personalized Indexing Management
California
$576K
WWM
712
Western Wealth Management
Colorado
$576K +$573K +3,224 New
AWA
713
Arkadios Wealth Advisors
Georgia
$575K -$208K -1,167 -27%
VCP
714
Vista Capital Partners
Oregon
$573K -$26.3K -148 -4%
ECG
715
Edge Capital Group
Georgia
$573K +$534 +3 +0.1%
KM
716
Kalos Management
Georgia
$573K +$11K +62 +2%
IA
717
IndexIQ Advisors
New York
$571K +$567K +3,191 +79,775%
SCM
718
SOL Capital Management
Maryland
$568K
DWT
719
Dorsey & Whitney Trust
South Dakota
$568K +$76.6K +431 +16%
FFP
720
Forbes Financial Planning
Rhode Island
$565K +$564K +3,172 New
FA
721
Fortis Advisors
Pennsylvania
$562K +$3.56K +20 +0.6%
OSAM
722
O'Shaughnessy Asset Management
Connecticut
$561K +$16K +90 +3%
BWA
723
BDO Wealth Advisors
Florida
$555K -$91.1K -512 -14%
IC
724
IEQ Capital
California
$554K +$45.3K +255 +9%
WA
725
Wealthstream Advisors
New York
$554K +$551K +3,099 New