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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mascoma Wealth Management
New Hampshire
$3K – – –
PFO
927
Pathstone Family Office
New Jersey
$2K -$8.59K -59 -76%
AC
928
Avestar Capital
New York
$1K – – –
CM
929
Churchill Management
California
– -$73.5M -452,147 Closed
RJFSA
930
Raymond James Financial Services Advisors
Florida
– -$55.9M -343,577 Closed
USAA
931
United Services Automobile Association
Texas
– -$10.9M -66,980 Closed
QIM
932
Quantitative Investment Management
Virginia
– -$7.79M -47,900 Closed
PC
933
Permanens Capital
New York
– -$7.66M -47,110 Closed
CIM
934
Cambria Investment Management
California
– -$5.56M -34,180 Closed
DY
935
Dowling & Yahnke
California
– -$4.98M -30,626 Closed
First Trust Advisors
936
First Trust Advisors
Illinois
– -$4.21M -25,873 Closed
TFS
937
TrustCore Financial Services
Tennessee
– -$3.54M -21,795 Closed
MPA
938
Marvin & Palmer Associates
Delaware
– -$3.52M -21,671 Closed
RFO
939
RiverGlades Family Offices
Florida
– -$3.4M -20,899 Closed
MWM
940
Merriman Wealth Management
Washington
– -$3.27M -20,085 Closed
HA
941
Hays Advisory
Tennessee
– -$3.14M -19,336 Closed
RIM
942
Redwood Investment Management
Arizona
– -$3.09M -18,992 Closed
TWA
943
Tillar-Wenstrup Advisors
Ohio
– -$2.34M -14,369 Closed
LFGH
944
Lee Financial Group Hawaii
Hawaii
– -$1.96M -12,057 Closed
WCF
945
West Coast Financial
California
– -$1.82M -11,174 Closed
OAM
946
Oppenheimer Asset Management
New York
– -$1.12M -6,871 Closed
CRC
947
Curi RMB Capital
Illinois
– -$1.07M -6,577 Closed
BPCE
948
Bank Pictet & Cie (Europe)
Germany
– -$580K -3,570 Closed
Renaissance Technologies
949
Renaissance Technologies
New York
– -$537K -3,300 Closed
VAM
950
Visionary Asset Management
Texas
– -$526K -3,225 Closed