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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
551
Cerity Partners
New York
$1.23M -$951K -5,345 -95%
CL
552
CPWM LLC
Washington
$1.23M +$1.29M +7,271 New
IWA
553
Intercontinental Wealth Advisors
Texas
$1.23M – – –
Citizens Financial Group
554
Citizens Financial Group
Rhode Island
$1.22M +$21.7K +122 +2%
WI
555
WrapManager Inc
California
$1.21M -$22.2K -125 -2%
TP
556
Tranquility Partners
Tennessee
$1.2M +$75K +422 +7%
Smithfield Trust
557
Smithfield Trust
Pennsylvania
$1.2M -$108K -608 -8%
KNFPWM
558
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.19M +$1.19M +6,676 New
Klingman & Associates
559
Klingman & Associates
New York
$1.19M -$174K -976 -13%
BC
560
Burleson & Co
California
$1.19M +$79K +444 +7%
CSIA
561
Conrad Siegel Investment Advisors
Pennsylvania
$1.19M +$1.22M +6,873 New
F.L. Putnam Investment Management
562
F.L. Putnam Investment Management
Massachusetts
$1.19M +$4.8K +27 +0.4%
LPIC
563
LeJeune Puetz Investment Counsel
Michigan
$1.18M +$82.7K +465 +8%
BWM
564
BCS Wealth Management
Tennessee
$1.17M +$33.1K +186 +3%
TFGT
565
TS Financial Group (TSFG)
Illinois
$1.16M -$27.9K -157 -2%
ACP
566
Aveo Capital Partners
Colorado
$1.14M +$6.94K +39 +0.6%
DB
567
Dravo Bay
Delaware
$1.14M +$1.19M +6,683 New
BS
568
Boenning & Scattergood
Pennsylvania
$1.13M +$13.2K +74 +1%
AIA
569
Alera Investment Advisors
Illinois
$1.13M +$9.43K +53 +0.8%
WP
570
Wealthspan Partners
Iowa
$1.12M +$1.12M +6,277 New
Advisors Capital Management
571
Advisors Capital Management
New Jersey
$1.11M -$381K -2,143 -26%
KA
572
Kovack Advisors
Florida
$1.11M -$45.9K -258 -4%
IA
573
Insight Advisors
Pennsylvania
$1.11M +$12.3K +69 +1%
IFWM
574
Institute for Wealth Management
Colorado
$1.1M -$284K -1,599 -21%
Oppenheimer & Co
575
Oppenheimer & Co
New York
$1.09M -$27.7K -156 -2%