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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
826
Bell Rock Capital
Delaware
$5K – – –
HI
827
Hudock Inc
Pennsylvania
$5K – – –
LYV
828
Live Your Vision
Pennsylvania
$5K – – –
TL
829
TrueWealth LLC
Georgia
$5K +$5.35K +35 New
MWM
830
Mascoma Wealth Management
New Hampshire
$4K +$3.83K +25 New
FGAM
831
Financial Gravity Asset Management
Texas
$3K -$58K -379 -95%
PFO
832
Pathstone Family Office
New Jersey
$3K – – –
JWM
833
Janiczek Wealth Management
Colorado
$3K +$2.45K +16 New
GT
834
Glenmede Trust
Pennsylvania
– -$72.1M -487,696 Closed
CNBT
835
Canandaigua National Bank & Trust
New York
– -$12.6M -85,959 Closed
PL
836
Polianta Ltd
Jersey
– -$11.3M -76,700 Closed
PI
837
PFS Investments
Georgia
– -$9.04M -60,940 Closed
CAN
838
Cetera Advisor Networks
California
– -$5.11M -34,803 Closed
WB
839
WesBanco Bank
West Virginia
– -$2.87M -19,531 Closed
A
840
AdvicePeriod
California
– -$1.8M -12,283 Closed
BCM
841
BTC Capital Management
Iowa
– -$1.54M -10,491 Closed
FTIOP
842
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$707K -4,811 Closed
BG
843
Bahl & Gaynor
Ohio
– -$486K -3,305 Closed
SP
844
Symmetry Partners
Connecticut
– -$370K -2,518 Closed
QFA
845
Quattro Financial Advisors
Texas
– -$337K -2,299 Closed
VHAM
846
Van Hulzen Asset Management
California
– -$309K -2,103 Closed
RA
847
RFG Advisory
Alabama
– -$267K -1,817 Closed
HSBC Holdings
848
HSBC Holdings
United Kingdom
– -$264K -1,800 Closed
VR
849
Viridian RIA
Washington
– -$230K -1,571 Closed
G
850
GenTrust
Florida
– -$225K -1,530 Closed