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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
476
Heritage Trust
Oklahoma
$3K +$3.07K +25 New
CDIA
477
Capital Directions Investment Advisors
Georgia
$1K -$1.11K -9 -60%
IA
478
IndexIQ Advisors
New York
– -$15.4M -127,557 Closed
BCM
479
Brookstone Capital Management
Illinois
– -$8.56M -70,718 Closed
CSIA
480
Charles Schwab Investment Advisory
California
– -$2.99M -24,683 Closed
PCM
481
Pointe Capital Management
Michigan
– -$1.63M -13,495 Closed
CCA
482
Checchi Capital Advisers
California
– -$730K -6,030 Closed
BJL
483
Brighton Jones LLC
Washington
– -$653K -5,400 Closed
BBA
484
BLB&B Advisors
Pennsylvania
– -$583K -4,820 Closed
AI
485
Atria Investments
North Carolina
– -$581K -4,805 Closed
AL
486
Aspiriant LLC
California
– -$256K -2,117 Closed
JFGLC
487
Johnson Financial Group LLC (Colorado)
Colorado
– -$217K -1,797 Closed
CLOS
488
Compagnie Lombard Odier SCmA
Switzerland
– -$111K -915 Closed
CG
489
Cutler Group
California
– -$55.8K -454 Closed
PCP
490
Proficio Capital Partners
Massachusetts
– -$36K -300 Closed
BIG
491
Bellwether Investment Group
Tennessee
– -$24K -200 Closed
TCM
492
Tradewinds Capital Management
Washington
– -$16K -136 Closed
CIA
493
Cascade Investment Advisors
Oregon
– -$12.8K -106 Closed
TSW
494
Thompson Siegel & Walmsley
Virginia
– -$7K -56 Closed
FAN
495
Financial Advisors Network
California
– -$4.49K -37 Closed
HR
496
Howe & Rusling
New York
– -$2K -18 Closed