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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1101
SRH Advisors
Kansas
$3K – – –
LWM
1102
Lenox Wealth Management
Ohio
$3K +$2.82K +21 New
JWM
1103
Janiczek Wealth Management
Colorado
$2K – – –
NG
1104
NWK Group
California
$2K – – –
GKIM
1105
GW&K Investment Management
Massachusetts
$1K -$150K -1,116 -100%
CWM
1106
Connecticut Wealth Management
Connecticut
– -$13.1M -113,428 Closed
SCA
1107
Spearhead Capital Advisors
Florida
– -$10.9M -94,269 Closed
MFS
1108
Madrona Financial Services
Washington
– -$3.65M -31,589 Closed
PAG
1109
Private Advisory Group
Washington
– -$3.59M -31,073 Closed
MFG
1110
Magnus Financial Group
New York
– -$3.43M -29,703 Closed
RFM
1111
Royal Fund Management
Florida
– -$3.39M -29,380 Closed
Voloridge Investment Management
1112
Voloridge Investment Management
Florida
– -$3.18M -27,536 Closed
IA
1113
IndexIQ Advisors
New York
– -$2.82M -24,411 Closed
CAMG
1114
CWA Asset Management Group
Florida
– -$1.55M -13,412 Closed
6M
1115
6 Meridian
Kansas
– -$1.51M -13,102 Closed
BSAM
1116
Blue Sky Asset Management
Colorado
– -$1.2M -10,391 Closed
BAC
1117
Boys Arnold & Co
North Carolina
– -$1.1M -9,478 Closed
CWM
1118
CCG Wealth Management
California
– -$752K -6,516 Closed
WKWM
1119
Walter & Keenan Wealth Management
Indiana
– -$586K -5,409 Closed
DBT
1120
Dubuque Bank & Trust
Iowa
– -$619K -5,358 Closed
TCA
1121
Transcend Capital Advisors
New Jersey
– -$599K -5,192 Closed
CPA
1122
Clear Perspective Advisors
Illinois
– -$561K -4,860 Closed
LCOV
1123
London Company of Virginia
Virginia
– -$507K -4,390 Closed
RBCM
1124
Raub Brock Capital Management
California
– -$465K -4,025 Closed
HCM
1125
Horan Capital Management
Maryland
– -$409K -3,541 Closed