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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M +$792K +7,215 +113%
CWA
127
Convergent Wealth Advisors
Maryland
$1.45M -$461K -4,200 -24%
ICOA
128
Investment Centers of America
North Dakota
$1.41M +$487K +4,435 +51%
SIA
129
Starfire Investment Advisers
Michigan
$1.41M +$81.5K +743 +6%
NPC
130
National Planning Corporation
California
$1.41M +$540K +4,923 +59%
NFC
131
Northeast Financial Consultants
Connecticut
$1.41M +$1.43M +13,035 New
FIM
132
Freedom Investment Management
Connecticut
$1.39M +$79.4K +724 +6%
CCM
133
Condor Capital Management
New Jersey
$1.38M +$18.8K +171 +1%
KeyBank National Association
134
KeyBank National Association
Ohio
$1.34M -$14.3K -130 -1%
CA
135
Cetera Advisors
Colorado
$1.34M -$59.5K -542 -4%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$1.31M -$15.4K -140 -1%
SB
137
Suntrust Banks
Georgia
$1.26M +$633K +5,766 +97%
EAM
138
Evanson Asset Management
California
$1.24M +$138K +1,262 +12%
SG Americas Securities
139
SG Americas Securities
New York
$1.2M -$1.42M -12,941 -54%
CFA
140
CT Financial Advisors
Pennsylvania
$1.16M +$18.1K +165 +2%
SPC
141
Sigma Planning Corp
Michigan
$1.16M -$32.9K -300 -3%
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.14M +$1.16M +10,542 New
CCG
143
Chatham Capital Group
Georgia
$1.12M -$11K -100 -1%
LI
144
LMCG Investments
Massachusetts
$1.11M +$245K +2,231 +28%
GIM
145
Goelzer Investment Management
Indiana
$1.1M +$81.5K +743 +8%
PAI
146
Pittenger & Anderson Inc
Nebraska
$1.1M +$428K +3,900 +62%
HFS
147
HL Financial Services
Kentucky
$1.07M -$83.4K -760 -7%
GF
148
Gerstein Fisher
New York
$1.06M -$65.4K -596 -6%
V
149
Veritable
Delaware
$1.06M -$26K -237 -2%
B
150
Bailard
California
$1.05M +$331K +3,015 +45%