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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
301
Piershale Financial Group
Illinois
$15K +$15.6K +150 New
SMG
302
Spectrum Management Group
Indiana
$13K – – –
CFA
303
Carroll Financial Associates
North Carolina
$10K -$1.04K -10 -9%
KCPG
304
Kavar Capital Partners Group
Kansas
$9K – – –
LWA
305
Lowe Wealth Advisors
Maryland
$9K +$9.75K +94 New
IFA
306
Interactive Financial Advisors
Illinois
$8K -$90.5K -872 -92%
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K -$2.59K -25 -33%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$5K +$4.98K +48 New
IF
309
Ironwood Financial
Arizona
$4K +$519 +5 +11%
AIA
310
Alerus Investment Advisors
Minnesota
$3K -$752K -7,244 -100%
CWM
311
Catamount Wealth Management
Connecticut
$3K – – –
ACS
312
Archford Capital Strategies
Illinois
$2K -$1.04K -10 -29%
IA
313
IndexIQ Advisors
New York
– -$22.9M -212,727 Closed
NFG
314
Noven Financial Group
Colorado
– -$14.5M -134,321 Closed
TFA
315
Transamerica Financial Advisors
Florida
– -$3.06M -28,334 Closed
CIBC World Market
316
CIBC World Market
Ontario, Canada
– -$2.74M -25,389 Closed
CIM
317
Cambria Investment Management
California
– -$2.03M -18,802 Closed
BC
318
Burney Company
Virginia
– -$1.89M -17,539 Closed
CWA
319
Convergent Wealth Advisors
Maryland
– -$1.45M -13,490 Closed
AIM
320
Advantage Investment Management
Iowa
– -$886K -8,219 Closed
CBU
321
CIBC Bank USA
Illinois
– -$494K -4,586 Closed
LPT
322
Legacy Private Trust
Wisconsin
– -$429K -3,981 Closed
CYG
323
Clean Yield Group
Vermont
– -$400K -3,709 Closed
SS
324
Simplicity Solutions
Minnesota
– -$256K -2,376 Closed
KA
325
Kovack Advisors
Florida
– -$255K -2,364 Closed