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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$1.14M +$386K +4,098 +58%
BJL
152
Brighton Jones LLC
Washington
$1.13M +$2.45K +26 +0.2%
M&T Bank
153
M&T Bank
New York
$1.11M -$361K -3,839 -26%
HWP
154
Hefty Wealth Partners
Indiana
$1.1M -$1.42M -15,060 -58%
CG
155
Colony Group
Massachusetts
$1.1M -$150K -1,594 -13%
HFS
156
HL Financial Services
Kentucky
$1.08M -$119K -1,265 -11%
EWA
157
Exencial Wealth Advisors
Oklahoma
$1.07M -$19.2K -204 -2%
CCG
158
Chatham Capital Group
Georgia
$1.06M -$3.77K -40 -0.4%
PAI
159
Pittenger & Anderson Inc
Nebraska
$1.06M +$58K +616 +6%
DADC
160
D.A. Davidson & Co
Montana
$1.04M +$90.3K +959 +10%
AF
161
Allworth Financial
California
$1.03M +$29.6K +314 +3%
SS
162
Simplicity Solutions
Minnesota
$1.02M +$598K +6,354 +172%
LIA
163
LS Investment Advisors
Michigan
$1.01M +$906K +9,625 +3,342%
V
164
Veritable
Delaware
$998K
EAM
165
Evanson Asset Management
California
$993K +$67.8K +720 +8%
AFP
166
Ausdal Financial Partners
Iowa
$988K +$22.3K +237 +3%
ACM
167
Aviance Capital Management
Florida
$969K +$268K +2,850 +43%
CFN
168
Cordasco Financial Network
Florida
$955K -$1.48M -15,740 -63%
IH
169
IFC Holdings
Florida
$946K +$28.8K +306 +3%
MA
170
MUFG Americas
New York
$936K +$799K +8,486 +1,218%
BCM
171
BTC Capital Management
Iowa
$928K -$9.22K -98 -1%
SI
172
SII Investments
Wisconsin
$928K +$424K +4,502 +98%
WA
173
Waverly Advisors
Alabama
$917K +$315K +3,348 +59%
RJT
174
Raymond James Trust
Florida
$895K -$19K -202 -2%
ICAS
175
Investors Capital Advisory Services
Massachusetts
$894K -$230K -2,446 -22%