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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1351
Pacifica Partners
Canada
$7K – – –
KFS
1352
Kelly Financial Services
Massachusetts
$6.21K +$6.11K +29 New
CI
1353
Cordant Inc
Oregon
$6K – – –
CWAF
1354
Core Wealth Advisors (Florida)
Florida
$6K – – –
LAS
1355
Lloyd Advisory Services
Georgia
$6K – – –
TC
1356
Truvestments Capital
Florida
$6K +$6.32K +30 New
FPW
1357
Flagship Private Wealth
Massachusetts
$5.24K +$1.69K +8 +50%
LWA
1358
Lenox Wealth Advisors
New York
$5K +$843 +4 +22%
ATC
1359
Adirondack Trust Company
New York
$5K +$5.06K +24 New
CIM
1360
Contravisory Investment Management
Massachusetts
$4K – – –
RWB
1361
RMR Wealth Builders
New Jersey
$4K – – –
LF
1362
Lee Financial
Texas
$4K +$4.21K +20 New
MIM
1363
MTM Investment Management
South Carolina
$4K +$4.21K +20 New
SCM
1364
SevenOneSeven Capital Management
Pennsylvania
$4K +$4.42K +21 New
JHCP
1365
Jackson Hole Capital Partners
Oklahoma
$2K – – –
CG
1366
Cutler Group
California
$1K – – –
FMP
1367
Financial Management Professionals
Texas
$1K – – –
MF
1368
Manchester Financial
California
$1K – – –
SL
1369
Savior LLC
Massachusetts
$1K – – –
CA
1370
Crewe Advisors
Utah
$1K +$843 +4 New
ECM
1371
ExodusPoint Capital Management
New York
– -$77.9M -400,000 Closed
Ensign Peak Advisors
1372
Ensign Peak Advisors
Utah
– -$40M -205,286 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1373
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$38.9M -200,000 Closed
WA
1374
WP Advisors
California
– -$12.1M -62,158 Closed
Nuveen
1375
Nuveen
North Carolina
– -$9.15M -47,000 Closed