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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
176
Arrow Investment Advisors
Maryland
$7.75M +$7.38M +46,829 New
BFS
177
Bradley Foster & Sargent
Connecticut
$7.75M +$129K +818 +2%
RIM
178
Rockbridge Investment Management
New York
$7.66M -$460K -2,921 -6%
OWA
179
Octavia Wealth Advisors
Ohio
$7.62M +$2.64M +16,745 +57%
WA
180
Waverly Advisors
Alabama
$7.57M -$201K -1,277 -3%
AA
181
ALPS Advisors
Colorado
$7.55M -$1.08M -6,870 -13%
CCP
182
Cardan Capital Partners
Colorado
$7.55M +$1.05M +6,644 +17%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$7.55M +$805K +5,109 +13%
PFA
184
Paradigm Financial Advisors
Missouri
$7.48M +$6.53M +41,465 +1,125%
SG Americas Securities
185
SG Americas Securities
New York
$7.48M +$349K +2,218 +5%
AAS
186
Avantax Advisory Services
Texas
$7.48M +$1.85M +11,768 +35%
DBT
187
Dubuque Bank & Trust
Iowa
$7.41M +$581K +3,689 +9%
KL
188
KWMG LLC
Kansas
$7.24M -$25K -159 -0.4%
OPOWM
189
One Plus One Wealth Management
Florida
$7.22M +$6.86M +43,579 New
DADC
190
D.A. Davidson & Co
Montana
$7.15M +$2.39M +15,188 +54%
CC
191
Courier Capital
New York
$7.15M -$465K -2,952 -6%
CCA
192
Checchi Capital Advisers
California
$7.06M +$1.1M +6,990 +20%
TC
193
Tacita Capital
Ontario, Canada
$6.99M -$977K -6,205 -13%
QAM
194
Q3 Asset Management
Michigan
$6.94M +$317K +2,015 +5%
Citigroup
195
Citigroup
New York
$6.9M +$479K +3,042 +8%
SFG
196
Sage Financial Group
Pennsylvania
$6.8M +$131K +831 +2%
AIS
197
American Investment Services
Massachusetts
$6.74M -$104K -659 -2%
AA
198
Ancora Advisors
Ohio
$6.7M +$3.82M +24,233 +149%
GC
199
Garde Capital
Washington
$6.7M -$86.8K -551 -1%
PA
200
Parallel Advisors
California
$6.67M +$337K +2,138 +6%