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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
226
Canada Life
Manitoba, Canada
$20K
CP
227
Corbenic Partners
Pennsylvania
$20K
CFS
228
Community Financial System
New York
$19K
TCM
229
Tradewinds Capital Management
Washington
$18K +$17.3K +183 New
LWA
230
Lenox Wealth Advisors
New York
$16K +$15.3K +162 New
KCPG
231
Kavar Capital Partners Group
Kansas
$9K +$9.43K +100 New
FNBT
232
FineMark National Bank & Trust
Florida
$8K
EWM
233
Evercore Wealth Management
New York
$7K
BIM
234
BlackRock Investment Management
Delaware
$4K +$3.87K +41 New
IFA
235
Interactive Financial Advisors
Illinois
$2K -$94 -1 -4%
VIA
236
Vantage Investment Advisors
Pennsylvania
$1K +$849 +9 New
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$974 +$943 +10 New
RJT
238
Raymond James Trust
Florida
-$1.58M -17,483 Closed
ICOA
239
Investment Centers of America
North Dakota
-$418K -4,644 Closed
Barclays
240
Barclays
United Kingdom
-$292K -3,245 Closed
JA
241
JOYN Advisors
Georgia
-$135K -1,500 Closed
JIR
242
James Investment Research
Ohio
-$32K -350 Closed
FANJ
243
Financial Architects (New Jersey)
New Jersey
-$26K -284 Closed
HCM
244
Horrell Capital Management
Arkansas
-$8K -65 Closed
PP
245
Palladium Partners
Virginia
-$2K -20 Closed
SF
246
Synovus Financial
Georgia
-$2K -18 Closed