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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
1051
Pictet Asset Management (UK)
United Kingdom
– -$14.4M -87,000 Closed
AI
1052
Atria Investments
North Carolina
– -$12.2M -73,695 Closed
IAA
1053
Independent Advisor Alliance
North Carolina
– -$7.33M -44,257 Closed
MWP
1054
MYCIO Wealth Partners
Pennsylvania
– -$5.97M -36,026 Closed
JWCA
1055
J.W. Cole Advisors
Florida
– -$4.11M -24,819 Closed
RIM
1056
Redwood Investment Management
Arizona
– -$4.08M -24,649 Closed
TCBWMS
1057
Texas Capital Bank Wealth Management Services
Texas
– -$3.97M -23,955 Closed
MWM
1058
Merriman Wealth Management
Washington
– -$3.96M -23,916 Closed
Citadel Advisors
1059
Citadel Advisors
Florida
– -$3.95M -23,853 Closed
RFA
1060
Radnor Financial Advisors
Pennsylvania
– -$3.44M -20,759 Closed
SCM
1061
Stonehearth Capital Management
Massachusetts
– -$3.09M -18,662 Closed
FPGK
1062
Financial Partners Group (Kansas)
Kansas
– -$2.65M -15,978 Closed
RIA
1063
Regal Investment Advisors
Michigan
– -$2.57M -15,515 Closed
HP
1064
Hikari Power
Japan
– -$2.4M -14,500 Closed
JWBC
1065
J.W. Burns & Co
New York
– -$2.31M -13,929 Closed
RCS
1066
Retirement Capital Strategies
California
– -$2.22M -13,396 Closed
FC
1067
Forte Capital
New York
– -$2M -12,043 Closed
KPW
1068
Kore Private Wealth
New York
– -$1.74M -10,483 Closed
WPW
1069
Waldron Private Wealth
Pennsylvania
– -$1.53M -9,232 Closed
LRIA
1070
Leonard Rickey Investment Advisors
Washington
– -$1.42M -8,591 Closed
HTI
1071
Hikari Tsushin Inc
Japan
– -$1.23M -7,440 Closed
SRSA
1072
S.R. Schill & Associates
Washington
– -$1.06M -6,424 Closed
PWM
1073
PRW Wealth Management
Massachusetts
– -$1.04M -6,273 Closed
TI
1074
Truepoint Inc
Ohio
– -$976K -5,892 Closed
Franklin Resources
1075
Franklin Resources
California
– -$948K -5,725 Closed