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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Cutler Group
California
$18K +$19.2K +188 New
PG
327
Patten Group
Tennessee
$16.9K +$17.3K +170 New
PFG
328
Piershale Financial Group
Illinois
$15K +$306 +3 +2%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +137 New
DBT
330
Dubuque Bank & Trust
Iowa
$13K +$13.3K +130 New
S
331
SignatureFD
Georgia
$12K -$5.3K -52 -30%
Manulife (Manufacturers Life Insurance)
332
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$6.73K +66 +129%
KM
333
Kalos Management
Georgia
$10K – – –
AIM
334
Advantage Investment Management
Iowa
$10K +$10.3K +101 New
CFA
335
Carroll Financial Associates
North Carolina
$9K – – –
KCPG
336
Kavar Capital Partners Group
Kansas
$9K – – –
MWM
337
MinichMacGregor Wealth Management
New York
$9K +$9.18K +90 New
Simplex Trading
338
Simplex Trading
Illinois
$8K -$93K -912 -91%
SMG
339
Spectrum Management Group
Indiana
$8K -$5.1K -50 -38%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$5K – – –
WCM
341
Wealthcare Capital Management
Virginia
$3K -$225K -2,207 -98%
ACS
342
Archford Capital Strategies
Illinois
$3K – – –
CWM
343
Catamount Wealth Management
Connecticut
$3K – – –
NMIS
344
Northwestern Mutual Investment Services
Wisconsin
$1K +$816 +8 New
NFA
345
Nationwide Fund Advisors
Ohio
– -$1.69M -17,400 Closed
WB
346
WesBanco Bank
West Virginia
– -$1.48M -15,249 Closed
EWM
347
Elite Wealth Management
Washington
– -$1.33M -13,697 Closed
AL
348
Aspiriant LLC
California
– -$1.09M -10,359 Closed
VKH
349
Virtu KCG Holdings
New York
– -$492K -5,076 Closed
Millennium Management
350
Millennium Management
New York
– -$365K -3,765 Closed