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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
351
JCIC Asset Management
Ontario, Canada
$29K
MWM
352
MinichMacGregor Wealth Management
New York
$29K
DBT
353
Dubuque Bank & Trust
Iowa
$27K +$26.4K +255 New
BC
354
Barnett & Company
Tennessee
$24K
Legal & General Group
355
Legal & General Group
United Kingdom
$22K
WP
356
WealthPLAN Partners
Nebraska
$21.9K +$250K +2,406 New
PG
357
Patten Group
Tennessee
$21.3K +$2.49K +24 +14%
CP
358
Corbenic Partners
Pennsylvania
$21K
BIG
359
Bellwether Investment Group
Tennessee
$21K +$20.7K +200 New
AC
360
Alexandria Capital
Virginia
$18K -$6.01K -58 -25%
IAS
361
INR Advisory Services
Pennsylvania
$14K +$13.7K +132 New
BIM
362
BlackRock Investment Management
Delaware
$13K +$13.2K +127 New
CFA
363
Carroll Financial Associates
North Carolina
$12K +$5.18K +50 +71%
FFC
364
First Financial Corp
Indiana
$11K +$10.4K +100 New
IFA
365
Interactive Financial Advisors
Illinois
$9K -$104 -1 -1%
CCM
366
Cribstone Capital Management
Maine
$8K +$8.3K +80 New
VWM
367
Valley Wealth Managers
New Jersey
$7K +$7.26K +70 New
CWM
368
Catamount Wealth Management
Connecticut
$4K
FWM
369
Focused Wealth Management
New York
$4K
IF
370
Ironwood Financial
Arizona
$4K
WCM
371
Wealthcare Capital Management
Virginia
$4K
KTC
372
Kistler-Tiffany Companies
Pennsylvania
$4K +$3.53K +34 New
GBBWRPM
373
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$4.56K +44 New
WTB
374
Washington Trust Bank
Washington
$2K +$2.28K +22 New
AIS
375
Accurate Investment Solutions
Pennsylvania
$2K +$2.38K +23 New