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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
151
BB&T Securities
Virginia
$3.26M +$398K +3,148 +12%
WT
152
Whittier Trust
California
$3.24M -$67.8K -536 -2%
JA
153
JOYN Advisors
Georgia
$3.21M +$3.29M +25,988 +1,196%
GP
154
Girard Partners
Pennsylvania
$3.21M -$899K -7,104 -20%
WIC
155
Whitegate Investment Counselors
New Hampshire
$3.2M +$97.9K +774 +3%
BFS
156
Bradley Foster & Sargent
Connecticut
$3.18M -$130K -1,025 -4%
SFG
157
Sage Financial Group
Pennsylvania
$3.15M -$1.66M -13,116 -32%
OBWP
158
O'Brien Wealth Partners
Massachusetts
$3.15M -$1.26M -9,951 -28%
PFA
159
Pure Financial Advisors
California
$3.13M +$1.18M +9,301 +51%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$3.13M -$292K -2,309 -8%
EGA
161
E&G Advisors
Texas
$3.11M -$32.6K -258 -0.9%
SHCM
162
Stokes & Hubbell Capital Management
Louisiana
$3.09M -$603K -4,762 -15%
CAN
163
Cetera Advisor Networks
California
$3.08M +$1.77M +13,961 +106%
FA
164
Fortis Advisors
Pennsylvania
$3.01M -$3.69M -29,171 -52%
CT
165
Coastline Trust
Rhode Island
$3M -$513K -4,055 -13%
NFG
166
Next Financial Group
Texas
$2.99M +$3.3M +26,078 +18,365%
AAS
167
Avantax Advisory Services
Texas
$2.94M +$3.26M +25,746 New
DY
168
Dowling & Yahnke
California
$2.9M – – –
WA
169
Waverly Advisors
Alabama
$2.89M +$231K +1,822 +8%
PI
170
PHH Investments
Texas
$2.88M -$567K -4,484 -15%
KL
171
KWMG LLC
Kansas
$2.87M +$231K +1,824 +8%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$2.84M +$1.09M +8,608 +53%
DSC
173
Duncker Streett & Co
Missouri
$2.82M +$25.7K +203 +0.8%
FC
174
Forte Capital
New York
$2.78M -$224K -1,768 -7%
HA
175
Hamel Associates
New Jersey
$2.69M -$55.2K -436 -2%