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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Noven Financial Group
Colorado
– -$5.29M -43,003 Closed
AIS
502
American Investment Services
Massachusetts
– -$3.78M -30,750 Closed
GWA
503
Guidant Wealth Advisors
Illinois
– -$3.17M -25,858 Closed
FFS
504
Founders Financial Securities
Maryland
– -$2.52M -20,523 Closed
PAS
505
Park Avenue Securities
New York
– -$531K -4,275 Closed
S
506
SignatureFD
Georgia
– -$464K -3,775 Closed
WS
507
Wedbush Securities
California
– -$364K -2,958 Closed
EFS
508
Essex Financial Services
Connecticut
– -$295K -2,401 Closed
CA
509
Continuum Advisory
Idaho
– -$290K -2,358 Closed
SM
510
Sciencast Management
New Jersey
– -$284K -2,310 Closed
GS
511
Girard Securities
California
– -$276K -2,249 Closed
BWFM
512
Bridgewater Wealth & Financial Management
Maryland
– -$271K -2,207 Closed
FPCP
513
Fort Point Capital Partners
California
– -$259K -2,100 Closed
CWM
514
Concert Wealth Management
California
– -$258K -2,093 Closed
NA
515
NewEdge Advisors
Louisiana
– -$108K -886 Closed
MLFP
516
MPS Loria Financial Planners
Illinois
– -$45K -373 Closed
ClearBridge Investments
517
ClearBridge Investments
New York
– -$41K -330 Closed
SF
518
Synovus Financial
Georgia
– -$37K -305 Closed
Legal & General Group
519
Legal & General Group
United Kingdom
– -$25K -207 Closed
UWPG
520
Ullmann Wealth Partners Group
Florida
– -$23K -190 Closed
FFW
521
Fusion Family Wealth
New York
– -$21K -173 Closed
DSN
522
D. Scott Neal
Kentucky
– -$17K -137 Closed
FWM
523
Focused Wealth Management
New York
– -$4K -35 Closed
HH
524
HWG Holdings
Texas
– -$2K -15 Closed
GI
525
Gradient Investments
Minnesota
– -$1K -6 Closed