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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
426
Tradewinds Capital Management
Washington
$16K +$15.6K +136 New
CFA
427
Carroll Financial Associates
North Carolina
$14K – – –
TC
428
Trust Company
Kansas
$14K – – –
CIA
429
Cascade Investment Advisors
Oregon
$12.8K +$12.2K +106 New
VWM
430
Valley Wealth Managers
New Jersey
$8K – – –
AOWM
431
Alpha Omega Wealth Management
Virginia
$8K +$8.03K +70 New
ACS
432
Archford Capital Strategies
Illinois
$7K -$9.63K -84 -58%
CCM
433
Cribstone Capital Management
Maine
$7K +$2.29K +20 +50%
TSW
434
Thompson Siegel & Walmsley
Virginia
$7K +$6.42K +56 New
CWM
435
Catamount Wealth Management
Connecticut
$5K +$459 +4 +11%
RFA
436
Reilly Financial Advisors
California
$5K +$4.82K +42 New
FAN
437
Financial Advisors Network
California
$4.49K +$4.24K +37 New
FWM
438
Focused Wealth Management
New York
$4K – – –
IF
439
Ironwood Financial
Arizona
$4K – – –
KTC
440
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WCM
441
Wealthcare Capital Management
Virginia
$4K – – –
AIS
442
Accurate Investment Solutions
Pennsylvania
$3K – – –
RBA
443
Richard Bernstein Advisors
New York
$3K +$917 +8 +40%
CDIA
444
Capital Directions Investment Advisors
Georgia
$2K +$1.72K +15 New
HR
445
Howe & Rusling
New York
$2K +$2.06K +18 New
FIG
446
FundX Investment Group
California
– -$4.02M -36,300 Closed
ACM
447
Aviance Capital Management
Florida
– -$1.88M -16,988 Closed
Citadel Advisors
448
Citadel Advisors
Florida
– -$1.47M -13,324 Closed
JFA
449
Johanson Financial Advisors
California
– -$651K -5,862 Closed
JCM
450
Jag Capital Management
Missouri
– -$528K -4,775 Closed