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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
826
Baldwin Investment Management
Pennsylvania
$447K +$14.7K +88 +3%
LWM
827
Lodestone Wealth Management
Washington
$446K -$116K -693 -20%
VCM
828
Vivaldi Capital Management
Illinois
$445K +$17.2K +103 +4%
CF
829
Centaurus Financial
California
$444K +$9.2K +55 +2%
SAM
830
Silvercrest Asset Management
New York
$438K +$54.7K +327 +14%
RFG
831
RFP Financial Group
Georgia
$437K – – –
FIC
832
Family Investment Center
Missouri
$437K -$167 -1 -0%
WAG
833
Windsor Advisory Group
Ohio
$434K – – –
CFG
834
Citizens Financial Group
Rhode Island
$434K -$334 -2 -0.1%
Kovitz Investment Group Partners
835
Kovitz Investment Group Partners
Illinois
$433K -$334 -2 -0.1%
AA
836
Advisory Alpha
Michigan
$429K -$132K -790 -23%
QHA
837
Quarry Hill Advisors
Minnesota
$428K – – –
AA
838
AlphaQ Advisors
Florida
$426K -$277K -1,655 -38%
RWI
839
Red Wave Investments
Pennsylvania
$425K – – –
GP
840
Greenline Partners
New York
$424K – – –
Franklin Resources
841
Franklin Resources
California
$424K +$247K +1,476 +125%
NAS
842
NWF Advisory Services
California
$421K +$167 +1 +0%
LAM
843
Lakewood Asset Management
Illinois
$420K +$74.2K +444 +20%
TI
844
Trexquant Investment
Connecticut
$419K +$439K +2,627 New
EFL
845
ERn Financial LLC
Wisconsin
$417K – – –
PCM
846
Pointe Capital Management
Michigan
$417K +$16.7K +100 +4%
TAM
847
Townsend Asset Management
North Carolina
$416K -$836 -5 -0.2%
CW
848
Channel Wealth
California
$415K +$13.2K +79 +3%
CAG
849
Crestwood Advisors Group
Massachusetts
$413K – – –
VCA
850
Verdence Capital Advisors
Maryland
$413K +$20.1K +120 +5%