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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
876
SYM Financial Corp
Indiana
$6K – – –
JPLA
877
Joseph P. Lucia & Associates
New York
$6K +$5.16K +40 New
PFO
878
Pathstone Family Office
New Jersey
$6K +$5.8K +45 New
FMTCOCP
879
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
FWM
880
Focused Wealth Management
New York
$5K – – –
IF
881
Ironwood Financial
Arizona
$5K – – –
FF
882
FourThought Financial
Florida
$5K +$5.42K +42 New
RWB
883
RMR Wealth Builders
New Jersey
$4K -$5.97M -46,293 -100%
SIC
884
Salem Investment Counselors
North Carolina
$4K – – –
SIS
885
Sound Income Strategies
Florida
$4K – – –
HH
886
HWG Holdings
Texas
$4K +$3.48K +27 New
GI
887
Gradient Investments
Minnesota
$3K – – –
COCM
888
Charter Oak Capital Management
New Hampshire
$3K +$2.45K +19 New
CCM
889
Cribstone Capital Management
Maine
$3K +$2.58K +20 New
JWA
890
JFS Wealth Advisors
Pennsylvania
$2K -$1.55K -12 -48%
PS
891
Planned Solutions
California
$2K – – –
WFA
892
WestHill Financial Advisors
California
$2K +$2.06K +16 New
CIA
893
Cascade Investment Advisors
Oregon
$1.42K – – –
CAL
894
Capital Analysts LLC
Pennsylvania
$1K -$774 -6 -55%
DAC
895
Dividend Assets Capital
South Carolina
$1K – – –
GTAM
896
Global Trust Asset Management
Florida
$1K – – –
IBOK
897
Independence Bank of Kentucky
Kentucky
$1K – – –
OFG
898
Oxford Financial Group
Indiana
$1K +$1.03K +8 New
HighTower Advisors
899
HighTower Advisors
Illinois
– -$60.6M -547,425 Closed
CCFM
900
Clear Creek Financial Management
Washington
– -$28.5M -257,490 Closed