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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
301
Spectrum Management Group
Indiana
$13K
CFA
302
Carroll Financial Associates
North Carolina
$10K -$1.04K -10 -9%
KCPG
303
Kavar Capital Partners Group
Kansas
$9K
LWA
304
Lowe Wealth Advisors
Maryland
$9K +$9.75K +94 New
IFA
305
Interactive Financial Advisors
Illinois
$8K -$90.5K -872 -92%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$5K +$4.98K +48 New
IF
307
Ironwood Financial
Arizona
$4K +$519 +5 +11%
AIA
308
Alerus Investment Advisors
Minnesota
$3K -$752K -7,244 -100%
CWM
309
Catamount Wealth Management
Connecticut
$3K
ACS
310
Archford Capital Strategies
Illinois
$2K -$1.04K -10 -29%
Manulife (Manufacturers Life Insurance)
311
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 -$2.59K -25 -33%
IA
312
IndexIQ Advisors
New York
-$22.9M -212,727 Closed
NFG
313
Noven Financial Group
Colorado
-$14.5M -134,321 Closed
TFA
314
Transamerica Financial Advisors
Florida
-$3.06M -28,334 Closed
CIBC World Market
315
CIBC World Market
Ontario, Canada
-$2.74M -25,389 Closed
CIM
316
Cambria Investment Management
California
-$2.03M -18,802 Closed
BC
317
Burney Company
Virginia
-$1.89M -17,539 Closed
CWA
318
Convergent Wealth Advisors
Maryland
-$1.45M -13,490 Closed
AIM
319
Advantage Investment Management
Iowa
-$886K -8,219 Closed
CBU
320
CIBC Bank USA
Illinois
-$494K -4,586 Closed
LPT
321
Legacy Private Trust
Wisconsin
-$429K -3,981 Closed
CYG
322
Clean Yield Group
Vermont
-$400K -3,709 Closed
CS
323
Comerica Securities
Michigan
-$362K -3,358 Closed
SS
324
Simplicity Solutions
Minnesota
-$256K -2,376 Closed
KA
325
Kovack Advisors
Florida
-$255K -2,364 Closed