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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
276
Aris Wealth Services
Pennsylvania
$46K +$1.32K +12 +3%
BC
277
Bartlett & Co
Ohio
$43K – – –
NHFG
278
New Harbor Financial Group
Massachusetts
$43K – – –
HI
279
Hudock Inc
Pennsylvania
$42K – – –
RWM
280
Raffa Wealth Management
District of Columbia
$41.7K – – –
FANJ
281
Financial Architects (New Jersey)
New Jersey
$39K – – –
PO
282
Private Ocean
California
$38K – – –
LIA
283
LS Investment Advisors
Michigan
$31K – – –
JAM
284
JCIC Asset Management
Ontario, Canada
$30K – – –
BRWM
285
B. Riley Wealth Management
Tennessee
$28K +$1.98K +18 +7%
EWM
286
Evercore Wealth Management
New York
$27K -$13.7K -125 -34%
WTC
287
WhitTier Trust Company
Nevada
$26K – – –
HNB
288
Huntington National Bank
Ohio
$23K -$30.2K -275 Closed
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$23K +$23.6K +215 New
Canada Life
290
Canada Life
Manitoba, Canada
$22K – – –
CB
291
Community Bank
New York
$22K – – –
CP
292
Corbenic Partners
Pennsylvania
$22K – – –
JFA
293
JNBA Financial Advisors
Minnesota
$21K – – –
Legal & General Group
294
Legal & General Group
United Kingdom
$21K – – –
S
295
SignatureFD
Georgia
$21K – – –
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$20K +182 New
MCM
297
Manchester Capital Management
Vermont
$20K +$20K +182 New
WP
298
WealthPLAN Partners
Nebraska
$18K +$18.3K +167 New
SMG
299
Spectrum Management Group
Indiana
$14K -$2.19K -20 -13%
CFA
300
Carroll Financial Associates
North Carolina
$12K +$6.14K +56 +102%