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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSI
201
Pinnacle Summer Investments
Virginia
$83K +$76.3K +809 +2,186%
PWAG
202
Polaris Wealth Advisory Group
California
$77K -$54.2K -575 -42%
TF
203
Tompkins Financial
New York
$75K
Deutsche Bank
204
Deutsche Bank
Germany
$73K -$18.9M -200,000 -100%
FBT
205
Founders Bank & Trust
Michigan
$64K +$65.8K +697 New
SMU
206
Signet Management USA
Virginia
$62K +$60.3K +639 New
Lazard Asset Management
207
Lazard Asset Management
New York
$59K +$57.5K +610 New
PSUF
208
People's United Financial
Connecticut
$56K -$94.3K -1,000 -63%
PMFA
209
Plante Moran Financial Advisors
Michigan
$49K
WA
210
Waverly Advisors
Alabama
$49K +$47.2K +500 New
RWM
211
Raffa Wealth Management
District of Columbia
$48.8K +$43.5K +461 New
RFA
212
Reilly Financial Advisors
California
$45K
EWM
213
Elite Wealth Management
Washington
$45K +$43.6K +462 New
WCM
214
Windsor Capital Management
Arizona
$44K
MWP
215
MYCIO Wealth Partners
Pennsylvania
$42K
TIM
216
Tortoise Investment Management
New York
$41K
TDC
217
Thompson Davis & Co
Virginia
$34K +$33K +350 New
IAS
218
INR Advisory Services
Pennsylvania
$31K +$10.9K +116 +57%
JFA
219
JNBA Financial Advisors
Minnesota
$29K
CFA
220
Camarda Financial Advisors
Florida
$28K +$27.1K +287 New
FIG
221
Fusion Investment Group
Pennsylvania
$24K +$23.1K +245 New
WTC
222
WhitTier Trust Company
Nevada
$22K +$18.9K +200 +800%
SMG
223
Spectrum Management Group
Indiana
$22K +$21.2K +225 New
RIA
224
Regal Investment Advisors
Michigan
$21K -$165K -1,754 -89%
LIA
225
LS Investment Advisors
Michigan
$21K