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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
176
Intercontinental Wealth Advisors
Texas
$764K +$789K +7,738 New
VFA
177
Voya Financial Advisors
Connecticut
$763K -$23.1K -227 -3%
CF
178
Corrigan Financial
Rhode Island
$761K +$786K +7,703 New
AWMS
179
Advocacy Wealth Management Services
Georgia
$760K +$784K +7,690 New
BCIM
180
Bishop & Co Investment Management
Pennsylvania
$754K +$778K +7,629 New
PFA
181
Pure Financial Advisors
California
$745K +$770K +7,546 New
TWA
182
TCI Wealth Advisors
Arizona
$739K -$164K -1,607 -18%
SWP
183
Stratos Wealth Partners
Ohio
$724K +$454K +4,447 +155%
OC
184
Oppenheimer & Co
New York
$709K +$137K +1,341 +23%
NPF
185
Norris Perne & French
Michigan
$709K +$732K +7,175 New
SPC
186
Sigma Planning Corp
Michigan
$700K -$31.3K -307 -4%
HPBT
187
High Point Bank & Trust
North Carolina
$691K – – –
BAAM
188
Baker Avenue Asset Management
California
$668K – – –
AIA
189
Alerus Investment Advisors
Minnesota
$663K +$681K +6,677 +20,233%
ACM
190
Aviance Capital Management
Florida
$658K +$371K +3,642 +121%
FWP
191
FAS Wealth Partners
Kansas
$639K +$659K +6,466 New
KeyBank National Association
192
KeyBank National Association
Ohio
$608K +$110K +1,075 +21%
HCIA
193
Hochman Cole Investment Advisors
Illinois
$603K +$622K +6,102 New
BBA
194
BLB&B Advisors
Pennsylvania
$602K – – –
B
195
BancorpSouth
Mississippi
$591K +$255K +2,500 +72%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$582K +$93.2K +914 +18%
Fiera Capital (Canada)
197
Fiera Capital (Canada)
Quebec, Canada
$579K – – –
WA
198
Waverly Advisors
Alabama
$558K +$294K +2,880 +104%
WA
199
WFG Advisors
Texas
$545K +$7.75K +76 +1%
BAC
200
Boys Arnold & Co
North Carolina
$528K +$331K +3,250 +155%