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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1651
Wimmer Associates 1
California
-$213K -974 Closed
PWA
1652
Physician Wealth Advisors
Utah
-$202K -890 Closed
CL
1653
Cabana LLC
Arkansas
-$193K -843 Closed
SFP
1654
Sterling Financial Planning
New Jersey
-$140K -640 Closed
HA
1655
Herold Advisors
New York
-$130K -595 Closed
MA
1656
MCF Advisors
Kentucky
-$110K -503 Closed
APWA
1657
Atlas Private Wealth Advisors
New Jersey
-$91K -414 Closed
FCM
1658
Firestone Capital Management
Florida
-$90K -401 Closed
CPWM
1659
Cypress Point Wealth Management
Texas
-$77K -350 Closed
BCMIO
1660
Beacon Capital Management Inc (Ohio)
Ohio
-$65K -297 Closed
CPC
1661
Consolidated Planning Corp
Georgia
-$59K -271 Closed
IWA
1662
IBEX Wealth Advisors
New Jersey
-$58K -264 Closed
AL
1663
ADE LLC
Maryland
-$49K -222 Closed
JGIA
1664
Jackson Grant Investment Advisers
Connecticut
-$44K -201 Closed
KIG
1665
Kowal Investment Group
Wisconsin
-$43K -196 Closed
RP
1666
Rice Partnership
Hawaii
-$40K -182 Closed
WFO
1667
Wealthgate Family Office
Colorado
-$29K -133 Closed
RCM
1668
Robinson Capital Management
Michigan
-$27K -125 Closed
PWA
1669
Phoenix Wealth Advisors
North Carolina
-$23K -103 Closed
LDFR
1670
Lehman & Derafelo Financial Resources
Pennsylvania
-$22K -101 Closed
Vontobel Holding
1671
Vontobel Holding
Switzerland
-$14K -64 Closed
RTL
1672
Red Tortoise LLC
Georgia
-$8K -47 Closed
Toronto Dominion Bank
1673
Toronto Dominion Bank
Ontario, Canada
-$9K -39 Closed
ASBI
1674
American State Bank (Iowa)
Iowa
-$7.65K -35 Closed
CWAF
1675
Core Wealth Advisors (Florida)
Florida
-$6K -26 Closed