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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1601
Lee Financial
Texas
$5K – – –
BNP Paribas Financial Markets
1602
BNP Paribas Financial Markets
France
$4.07K -$909 -4 -18%
CIM
1603
Contravisory Investment Management
Massachusetts
$4K – – –
IRC
1604
Investors Research Corp
Georgia
$4K – – –
LWA
1605
Lenox Wealth Advisors
New York
$3K – – –
FMP
1606
Financial Management Professionals
Texas
$3K +$2.04K +9 +300%
CWM
1607
CarsonAllaria Wealth Management
Illinois
$3K +$2.73K +12 New
UOTTAIMCU
1608
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$2.73K +12 New
JHCP
1609
Jackson Hole Capital Partners
Oklahoma
$2K – – –
LAS
1610
Lloyd Advisory Services
Georgia
$2K – – –
GI
1611
Gradient Investments
Minnesota
$2K +$1.59K +7 New
KA
1612
Kozak & Associates
Colorado
$2K +$1.82K +8 New
BWP
1613
Baldwin Wealth Partners
Massachusetts
$1K – – –
FA
1614
Faithward Advisors
Pennsylvania
$1K – – –
SIS
1615
Sound Income Strategies
Florida
$1K – – –
VCM
1616
Versant Capital Management
Arizona
$1K – – –
JWM
1617
Janiczek Wealth Management
Colorado
$1K +$454 +2 +50%
CMA
1618
Cedar Mountain Advisors
Oregon
$1K +$1.14K +5 New
SL
1619
Salomon & Ludwin
Virginia
– -$239K -77,264 Closed
ETC
1620
Exchange Traded Concepts
Oklahoma
– -$14.4M -65,966 Closed
DC
1621
DeDora Capital
California
– -$10.7M -48,808 Closed
GRP
1622
Global Retirement Partners
California
– -$9.04M -41,365 Closed
WI
1623
WBI Investments
New Jersey
– -$8.15M -37,377 Closed
RIM
1624
Redwood Investment Management
Arizona
– -$5.16M -23,616 Closed
NL
1625
NEPC LLC
Massachusetts
– -$4.74M -21,680 Closed