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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
251
Regal Investment Advisors
Michigan
$58K – – –
TIM
252
Tortoise Investment Management
New York
$57K -$77.3K -750 -58%
PMFA
253
Plante Moran Financial Advisors
Michigan
$53K – – –
TF
254
Tompkins Financial
New York
$53K – – –
RWM
255
Raffa Wealth Management
District of Columbia
$48.8K +$722 +7 +2%
MWP
256
MYCIO Wealth Partners
Pennsylvania
$47K +$722 +7 +2%
BC
257
Bartlett & Co
Ohio
$42K +$41.2K +400 New
NHFG
258
New Harbor Financial Group
Massachusetts
$42K +$41.2K +400 New
HI
259
Hudock Inc
Pennsylvania
$41K – – –
PSUF
260
People's United Financial
Connecticut
$40K – – –
PO
261
Private Ocean
California
$37K +$32.8K +318 +964%
RMAM
262
Raab & Moskowitz Asset Management
New Jersey
$37K +$36.3K +352 New
AWM
263
AllSquare Wealth Management
New York
$35K +$34.5K +335 New
JAM
264
JCIC Asset Management
Ontario, Canada
$30K – – –
LIA
265
LS Investment Advisors
Michigan
$30K +$15.5K +150 +109%
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
$25K – – –
Barclays
267
Barclays
United Kingdom
$24K -$180K -1,748 -89%
SMG
268
Spectrum Management Group
Indiana
$24K – – –
WTC
269
WhitTier Trust Company
Nevada
$24K – – –
HNB
270
Huntington National Bank
Ohio
$22K – – –
Legal & General Group
271
Legal & General Group
United Kingdom
$22K – – –
Canada Life
272
Canada Life
Manitoba, Canada
$21K – – –
CP
273
Corbenic Partners
Pennsylvania
$21K – – –
JFA
274
JNBA Financial Advisors
Minnesota
$21K – – –
CB
275
Community Bank
New York
$21K +$20.6K +200 New