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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
751
Keystone Financial Group (Kentucky)
Kentucky
$297K +$1.73K +10 +0.6%
AFAS
752
Acorn Financial Advisory Services
Virginia
$295K
KF
753
Krilogy Financial
Missouri
$295K +$2.77K +16 +1%
LL
754
LPWM LLC
Minnesota
$295K +$16.8K +97 +6%
QCM
755
Quest Capital Management
Texas
$295K +$55.8K +322 +23%
RC
756
RegentAtlantic Capital
New Jersey
$294K -$1.56K -9 -0.5%
BWA
757
Beam Wealth Advisors
Louisiana
$293K -$5.89K -34 -2%
SFS
758
Summit Financial Strategies
Ohio
$293K +$292K +1,686 New
MFG
759
Magnus Financial Group
New York
$292K +$12.3K +71 +4%
NAS
760
Nicolet Advisory Services
Wisconsin
$289K -$2.6K -15 -0.9%
RC
761
Rovin Capital
Arizona
$288K
Franklin Resources
762
Franklin Resources
California
$287K -$5.72K -33 -2%
IA
763
IFG Advisory
Georgia
$286K -$91.2K -526 -24%
PIA
764
Pinion Investment Advisors
Kansas
$286K -$2.95K -17 -1%
RG
765
Retirement Group
California
$284K +$208K +1,198 +275%
GLA
766
Good Life Advisors
Pennsylvania
$282K -$12.8K -74 -4%
RCAG
767
Rehmann Capital Advisory Group
Michigan
$280K -$2.77K -16 -1%
MFG
768
Merit Financial Group
Georgia
$280K
MWM
769
Minot Wealth Management
Massachusetts
$280K +$3.29K +19 +1%
W
770
Wealthquest
Ohio
$280K +$29.8K +172 +12%
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
$280K +$253K +1,460 +948%
VDBMI
772
Van Den Berg Management I
Texas
$277K -$19.1K -110 -6%
SPL
773
Smart Portfolios LLC
Washington
$276K +$275K +1,589 New
SBH
774
Segall Bryant & Hamill
Illinois
$272K +$271K +1,564 New
BCI
775
Brinker Capital Investments
Pennsylvania
$271K +$11.1K +64 +4%