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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Evercore Wealth Management
New York
$51K – – –
MWP
352
MYCIO Wealth Partners
Pennsylvania
$51K +$219 +2 +0.4%
VNA
353
Valley National Advisers
Pennsylvania
$45K -$121K -1,104 -73%
RWM
354
Raffa Wealth Management
District of Columbia
$44.2K +$219 +2 +0.5%
SSB
355
Sandy Spring Bank
Maryland
$44K – – –
KF
356
Krilogy Financial
Missouri
$40K +$40K +365 New
TDC
357
Thompson Davis & Co
Virginia
$39K -$2.3K -21 -3%
PO
358
Private Ocean
California
$39K +$219 +2 +0.6%
ClearBridge Investments
359
ClearBridge Investments
New York
$37K +$36.2K +330 New
HI
360
Hudock Inc
Pennsylvania
$35K – – –
WP
361
WealthPLAN Partners
Nebraska
$31.4K -$232K -2,119 -88%
MWM
362
MinichMacGregor Wealth Management
New York
$30K – – –
BC
363
Barnett & Company
Tennessee
$25K – – –
Legal & General Group
364
Legal & General Group
United Kingdom
$23K – – –
CP
365
Corbenic Partners
Pennsylvania
$22K – – –
PG
366
Patten Group
Tennessee
$21.1K -$877 -8 -4%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$18K -$252K -2,295 -93%
VIA
368
Vantage Investment Advisors
Pennsylvania
$18K -$72.8K -664 -80%
HDIM
369
Hanson & Doremus Investment Management
Vermont
$17K +$16.5K +150 New
PCA
370
Peddock Capital Advisors
Massachusetts
$17K +$16.9K +154 New
IAS
371
INR Advisory Services
Pennsylvania
$15K – – –
ACS
372
Archford Capital Strategies
Illinois
$15K +$14.7K +134 +1,340%
TC
373
Trust Company
Kansas
$13K -$63.1K -575 -83%
CFA
374
Carroll Financial Associates
North Carolina
$13K – – –
FFC
375
First Financial Corp
Indiana
$11K – – –