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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1901
Zacks Investment Management
Illinois
– -$279K -1,478 Closed
LWM
1902
Laidlaw Wealth Management
New York
– -$258K -1,364 Closed
NDSI
1903
Newman Dignan & Sheerar Inc
Rhode Island
– -$256K -1,356 Closed
IFWM
1904
Institute for Wealth Management
Colorado
– -$240K -1,269 Closed
WHG
1905
Westwood Holdings Group
Texas
– -$234K -1,236 Closed
WMWM
1906
Whitaker-Myers Wealth Managers
Ohio
– -$232K -1,229 Closed
RMCM
1907
Reynders McVeigh Capital Management
Massachusetts
– -$232K -1,225 Closed
ACP
1908
Aviance Capital Partners
Florida
– -$229K -1,210 Closed
JDR
1909
Jay D. Rosenbaum
– -$228K -1,207 Closed
KDA
1910
Kraft Davis & Associates
Missouri
– -$218K -1,192 Closed
RF
1911
RHS Financial
California
– -$222K -1,174 Closed
DA
1912
Drake & Associates
Wisconsin
– -$202K -1,070 Closed
SBIA
1913
Sheaff Brock Investment Advisors
Indiana
– -$200K -1,059 Closed
EARNEST Partners
1914
EARNEST Partners
Georgia
– -$152K -805 Closed
MIM
1915
Macroview Investment Management
Maryland
– -$121K -640 Closed
SSWM
1916
Sheets Smith Wealth Management
North Carolina
– -$71.3K -377 Closed
PWA
1917
Provenance Wealth Advisors
Florida
– -$50.5K -267 Closed
MAWA
1918
Moss Adams Wealth Advisors
Washington
– -$42.2K -223 Closed
MCM
1919
Magnolia Capital Management
New York
– -$27K -143 Closed
CP
1920
Castleview Partners
Texas
– -$22.9K -121 Closed
RDFA
1921
Ritter Daniher Financial Advisory
Ohio
– -$17.8K -94 Closed
Fuller & Thaler Asset Management
1922
Fuller & Thaler Asset Management
California
– -$16K -84 Closed
BWS
1923
Buck Wealth Strategies
Colorado
– -$13.8K -73 Closed
HMS
1924
Hanseatic Management Services
New Mexico
– -$9.45K -50 Closed
IF
1925
Integrity Financial
Wyoming
– -$8.51K -45 Closed