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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1651
Toews Corporation
New Jersey
– -$224K -1,022 Closed
WA1
1652
Wimmer Associates 1
California
– -$213K -974 Closed
PWA
1653
Physician Wealth Advisors
Utah
– -$202K -890 Closed
CL
1654
Cabana LLC
Arkansas
– -$193K -843 Closed
SFP
1655
Sterling Financial Planning
New Jersey
– -$140K -640 Closed
HA
1656
Herold Advisors
New York
– -$130K -595 Closed
MA
1657
MCF Advisors
Kentucky
– -$110K -503 Closed
APWA
1658
Atlas Private Wealth Advisors
New Jersey
– -$91K -414 Closed
FCM
1659
Firestone Capital Management
Florida
– -$90K -401 Closed
CPWM
1660
Cypress Point Wealth Management
Texas
– -$77K -350 Closed
BCMIO
1661
Beacon Capital Management Inc (Ohio)
Ohio
– -$65K -297 Closed
CPC
1662
Consolidated Planning Corp
Georgia
– -$59K -271 Closed
IWA
1663
IBEX Wealth Advisors
New Jersey
– -$58K -264 Closed
AL
1664
ADE LLC
Maryland
– -$49K -222 Closed
JGIA
1665
Jackson Grant Investment Advisers
Connecticut
– -$44K -201 Closed
KIG
1666
Kowal Investment Group
Wisconsin
– -$43K -196 Closed
RP
1667
Rice Partnership
Hawaii
– -$40K -182 Closed
WFO
1668
Wealthgate Family Office
Colorado
– -$29K -133 Closed
RCM
1669
Robinson Capital Management
Michigan
– -$27K -125 Closed
PWA
1670
Phoenix Wealth Advisors
North Carolina
– -$23K -103 Closed
LDFR
1671
Lehman & Derafelo Financial Resources
Pennsylvania
– -$22K -101 Closed
Vontobel Holding
1672
Vontobel Holding
Switzerland
– -$14K -64 Closed
RTL
1673
Red Tortoise LLC
Georgia
– -$8K -47 Closed
Toronto Dominion Bank
1674
Toronto Dominion Bank
Ontario, Canada
– -$9K -39 Closed
ASBI
1675
American State Bank (Iowa)
Iowa
– -$7.65K -35 Closed