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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
826
Guyasuta Investment Advisors
Pennsylvania
– -$567K -3,836 Closed
VWM
827
Venturi Wealth Management
Texas
– -$506K -3,425 Closed
IC
828
Intersect Capital
California
– -$491K -3,319 Closed
CA
829
Continuum Advisory
Idaho
– -$469K -3,175 Closed
FC
830
Financial Consulate
Maryland
– -$456K -3,086 Closed
BWM
831
BerganKDV Wealth Management
Minnesota
– -$394K -2,665 Closed
TH
832
Timber Hill
Connecticut
– -$354K -2,396 Closed
NWP
833
Northstar Wealth Partners
Connecticut
– -$330K -2,195 Closed
BCA
834
Berman Capital Advisors
Georgia
– -$284K -1,923 Closed
BAM
835
Belpointe Asset Management
Nevada
– -$275K -1,864 Closed
BCM
836
Becker Capital Management
Oregon
– -$256K -1,733 Closed
TCM
837
Tradition Capital Management
New Jersey
– -$246K -1,671 Closed
VWA
838
V Wealth Advisors
Kansas
– -$236K -1,562 Closed
CPIA
839
Cornell Pochily Investment Advisors
New York
– -$227K -1,541 Closed
SS
840
Simplicity Solutions
Minnesota
– -$226K -1,531 Closed
SHGA
841
Sand Hill Global Advisors
California
– -$223K -1,511 Closed
Nomura Asset Management
842
Nomura Asset Management
Japan
– -$213K -1,440 Closed
VC
843
Vicus Capital
Pennsylvania
– -$209K -1,412 Closed
FC
844
Fiduciary Counselling
Minnesota
– -$131K -888 Closed
FFG
845
Ford Financial Group
California
– -$129K -864 Closed
LNWWM
846
Laird Norton Wetherby Wealth Management
California
– -$84K -568 Closed
MWM
847
MinichMacGregor Wealth Management
New York
– -$80K -546 Closed
SPI
848
Santori & Peters Inc
Pennsylvania
– -$40K -288 Closed
KJWM
849
Kiley Juergens Wealth Management
Washington
– -$32K -219 Closed
TFA
850
Toth Financial Advisory
Virginia
– -$30K -200 Closed