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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMF
1076
Johnson Midwest Financial
Iowa
$3K – – –
LDFR
1077
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
RPCA
1078
Running Point Capital Advisors
California
$3K – – –
WOC
1079
West Oak Capital
California
$3K – – –
FIM
1080
FWL Investment Management
Texas
$3K +$2.86K +18 New
MAM
1081
Marquette Asset Management
Minnesota
$3K +$3.65K +23 New
MAM
1082
Meeder Asset Management
Ohio
$2K -$11.8K -74 -83%
CMP
1083
Coston McIsaac & Partners
Maine
$2K – – –
IFA
1084
Interactive Financial Advisors
Illinois
$2K – – –
JWA
1085
JFS Wealth Advisors
Pennsylvania
$2K – – –
FP
1086
Financial Perspectives
Minnesota
$1.29K +$1.43K +9 New
IBOK
1087
Independence Bank of Kentucky
Kentucky
$1K – – –
MIM
1088
Macroview Investment Management
Maryland
$1K – – –
ZIG
1089
Zullo Investment Group
Pennsylvania
$1K – – –
JRP
1090
Jasper Ridge Partners
California
– -$8.71M -58,116 Closed
QAM
1091
Q3 Asset Management
Michigan
– -$7.33M -48,936 Closed
KCM
1092
Karp Capital Management
California
– -$5.43M -36,276 Closed
EFSCE
1093
Enterprise Financial Services Corp (EFSC)
Missouri
– -$4.91M -32,740 Closed
SL
1094
Systelligence LLC
Minnesota
– -$4.91M -32,738 Closed
Vanguard Group
1095
Vanguard Group
Pennsylvania
– -$4.02M -26,830 Closed
HAS
1096
HBW Advisory Services
California
– -$3.27M -21,809 Closed
BIM
1097
Bullseye Investment Management
Ohio
– -$2.87M -19,153 Closed
STA
1098
Summit Trail Advisors
New York
– -$2.81M -18,729 Closed
PA
1099
Paragon Advisors
Texas
– -$2.26M -15,097 Closed
LWM
1100
Lionsbridge Wealth Management
Florida
– -$1.77M -11,846 Closed