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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1076
West Financial Advisors
Iowa
$560K – – –
RWI
1077
Red Wave Investments
Pennsylvania
$559K -$35.8K -154 -6%
GGS
1078
Galvin Gaustad & Stein
Arizona
$559K -$105K -450 -16%
CWS
1079
Confluence Wealth Services
Pennsylvania
$555K +$67.2K +289 +14%
LWMNY
1080
Landmark Wealth Management (New York)
New York
$550K -$25.4K -109 -5%
FSA
1081
Fort Sheridan Advisors
Illinois
$550K -$28.1K -121 -5%
EWM
1082
Evermay Wealth Management
Virginia
$550K -$137K -587 -21%
AIA
1083
AIMZ Investment Advisors
California
$549K -$9.3K -40 -2%
BCA
1084
Bay Colony Advisors
Massachusetts
$545K +$66.5K +286 +15%
FDDB
1085
Fidelity D&D Bancorp
Pennsylvania
$544K – – –
KFP
1086
KMG Fiduciary Partners
Ohio
$543K +$121K +520 +30%
Fisher Asset Management
1087
Fisher Asset Management
Washington
$540K +$130K +559 +34%
BHFP
1088
Blom & Howell Financial Planning
California
$538K -$177K -760 -26%
IIA
1089
IPG Investment Advisors
California
$537K – – –
CCG
1090
Coastwise Capital Group
California
$536K +$1.63K +7 +0.3%
BPC
1091
Bearing Point Capital
Minnesota
$535K – – –
RRA
1092
Round Rock Advisors
Connecticut
$534K -$25.6K -110 -5%
BMCM
1093
Bryn Mawr Capital Management
Pennsylvania
$534K -$14.7K -63 -3%
MMCM
1094
Murphy & Mullick Capital Management
New York
$532K -$13.5K -58 -3%
ATWA
1095
Arbor Trust Wealth Advisors
Michigan
$532K -$128K -549 -20%
VCM
1096
Versant Capital Management
Arizona
$530K -$1.4K -6 -0.3%
AF
1097
Align Financial
Minnesota
$529K – – –
SS
1098
SBI Securities
Japan
$527K -$465 -2 -0.1%
BIA
1099
Bell Investment Advisors
California
$527K +$3.26K +14 +0.6%
EP
1100
Essential Partners
California
$526K +$100K +431 +25%