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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
876
Joseph P. Lucia & Associates
New York
$6K +$5.16K +40 New
PFO
877
Pathstone Family Office
New Jersey
$6K +$5.8K +45 New
FMTCOCP
878
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
FWM
879
Focused Wealth Management
New York
$5K
IF
880
Ironwood Financial
Arizona
$5K
FF
881
FourThought Financial
Florida
$5K +$5.42K +42 New
RWB
882
RMR Wealth Builders
New Jersey
$4K -$5.97M -46,293 -100%
SIC
883
Salem Investment Counselors
North Carolina
$4K
SIS
884
Sound Income Strategies
Florida
$4K
HH
885
HWG Holdings
Texas
$4K +$3.48K +27 New
GI
886
Gradient Investments
Minnesota
$3K
COCM
887
Charter Oak Capital Management
New Hampshire
$3K +$2.45K +19 New
CCM
888
Cribstone Capital Management
Maine
$3K +$2.58K +20 New
JWA
889
JFS Wealth Advisors
Pennsylvania
$2K -$1.55K -12 -48%
PS
890
Planned Solutions
California
$2K
WFA
891
WestHill Financial Advisors
California
$2K +$2.06K +16 New
CIA
892
Cascade Investment Advisors
Oregon
$1.42K
CAL
893
Capital Analysts LLC
Pennsylvania
$1K -$774 -6 -55%
DAC
894
Dividend Assets Capital
South Carolina
$1K
GTAM
895
Global Trust Asset Management
Florida
$1K
IBOK
896
Independence Bank of Kentucky
Kentucky
$1K
OFG
897
Oxford Financial Group
Indiana
$1K +$1.03K +8 New
NDSI
898
Newman Dignan & Sheerar Inc
Rhode Island
$539 +$11.1K +86 +2%
HighTower Advisors
899
HighTower Advisors
Illinois
-$60.6M -547,425 Closed
CCFM
900
Clear Creek Financial Management
Washington
-$28.5M -257,490 Closed