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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1401
West Branch Capital
Massachusetts
$2K – – –
FA
1402
Faithward Advisors
Pennsylvania
$1K – – –
FMP
1403
Financial Management Professionals
Texas
$1K – – –
SIS
1404
Sound Income Strategies
Florida
$1K – – –
GIA
1405
Goodwin Investment Advisory
Georgia
$1K +$667 +3 New
BWP
1406
Baldwin Wealth Partners
Massachusetts
$1K +$889 +4 New
JWM
1407
Janiczek Wealth Management
Colorado
$1K +$889 +4 New
VCM
1408
Versant Capital Management
Arizona
$1K +$1.33K +6 New
QA
1409
Quantitative Advantage
Minnesota
– -$51.6M -228,901 Closed
IDA
1410
Intelligence Driven Advisers
California
– -$23.1M -102,402 Closed
GCA
1411
Genesee Capital Advisors
New York
– -$16.1M -71,587 Closed
IA
1412
IAM Advisory
Pennsylvania
– -$16.1M -71,587 Closed
FSA
1413
Financial Services Advisory
Maryland
– -$8.99M -39,916 Closed
ARC
1414
Advisor Resource Council
Texas
– -$7.4M -32,838 Closed
E
1415
Ergoteles
New York
– -$5.04M -22,361 Closed
JWCA
1416
J.W. Cole Advisors
Florida
– -$4.58M -20,324 Closed
EWA
1417
Exencial Wealth Advisors
Oklahoma
– -$4.42M -19,622 Closed
OMC
1418
Old Mission Capital
Illinois
– -$3.98M -17,690 Closed
Qube Research & Technologies (QRT)
1419
Qube Research & Technologies (QRT)
United Kingdom
– -$3.55M -15,744 Closed
IC
1420
Inscription Capital
Texas
– -$3.15M -13,975 Closed
WI
1421
Wintrust Investments
Illinois
– -$2.22M -9,844 Closed
JWM
1422
Jackson Wealth Management
Florida
– -$2.01M -8,907 Closed
LSAG
1423
Lake Street Advisors Group
New Hampshire
– -$1.37M -6,094 Closed
LBD
1424
Landsberg Bennett & Dubbaneh
Florida
– -$1.33M -5,922 Closed
CSPAM
1425
Cary Street Partners Asset Management
Virginia
– -$915K -4,062 Closed