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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
326
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$6.87K +73 +62%
PG
327
Patten Group
Tennessee
$18K +$659 +7 +4%
S
328
SignatureFD
Georgia
$18K +$5.83K +62 +52%
IFA
329
Interactive Financial Advisors
Illinois
$8K -$74.2K -788 -91%
CFA
330
Carroll Financial Associates
North Carolina
$7K -$2.92K -31 -31%
RCA
331
Rowland Carmichael Advisors
Arizona
$7K +$6.4K +68 New
CFA
332
Camarda Financial Advisors
Florida
$5K -$65.6K -697 -93%
PFBT
333
Parkside Financial Bank & Trust
Missouri
$5K – – –
FWM
334
Focused Wealth Management
New York
$4K -$61.4K -652 -95%
CWM
335
Catamount Wealth Management
Connecticut
$4K – – –
IF
336
Ironwood Financial
Arizona
$4K +$3.39K +36 New
WCM
337
Wealthcare Capital Management
Virginia
$3K – – –
Natixis Advisors
338
Natixis Advisors
Massachusetts
– -$5.67M -57,427 Closed
CS
339
Credit Suisse
Switzerland
– -$4.4M -44,543 Closed
Janney Montgomery Scott
340
Janney Montgomery Scott
Pennsylvania
– -$4.19M -42,409 Closed
EWA
341
EP Wealth Advisors
California
– -$1.02M -10,373 Closed
PCA
342
Peddock Capital Advisors
Massachusetts
– -$391K -3,961 Closed
CCMH
343
Cornerstone Capital Management Holdings
New York
– -$328K -3,324 Closed
IA
344
IndexIQ Advisors
New York
– -$296K -2,993 Closed
EWMCB
345
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$288K -2,918 Closed
GLRA
346
Gerald L. Ray & Associates
Texas
– -$265K -2,678 Closed
IWMPD
347
Integrated Wealth Management (Palm Desert)
California
– -$257K -2,607 Closed
CFSG
348
Community Financial Services Group
Vermont
– -$251K -2,540 Closed
AllianceBernstein
349
AllianceBernstein
Tennessee
– -$229K -2,319 Closed
FWM
350
Frontier Wealth Management
Missouri
– -$217K -2,201 Closed