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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1951
Punch & Associates Investment Management
Minnesota
-$196K -917 Closed
DAC
1952
Dividend Assets Capital
South Carolina
-$180K -844 Closed
CCP
1953
Clarkston Capital Partners
Michigan
-$118K -553 Closed
SA
1954
Scarborough Advisors
Maryland
-$117K -550 Closed
MFG
1955
Mendota Financial Group
Wisconsin
-$117K -549 Closed
AC
1956
AlphaCore Capital
California
-$108K -505 Closed
FCG
1957
Financial Connections Group
California
-$100K -472 Closed
NFA
1958
Northwest Financial Advisors
Virginia
-$98.1K -460 Closed
TWM
1959
Tradition Wealth Management
Minnesota
-$80K -376 Closed
PS
1960
Planned Solutions
California
-$72.1K -338 Closed
RFA
1961
Resurgent Financial Advisors
Georgia
-$61.1K -286 Closed
ASBI
1962
American State Bank (Iowa)
Iowa
-$53.8K -252 Closed
ICM
1963
Islay Capital Management
Texas
-$38.6K -181 Closed
LIWM
1964
Long Island Wealth Management
New York
-$38K -179 Closed
OP
1965
ORG Partners
Indiana
-$30.4K -142 Closed
ODG
1966
O'Dell Group
Ohio
-$29K -136 Closed
TVAMP
1967
Tennessee Valley Asset Management Partners
Tennessee
-$27.4K -128 Closed
AIA
1968
Angeles Investment Advisors
California
-$21.3K -100 Closed
TSW
1969
Thompson Siegel & Walmsley
Virginia
-$21K -100 Closed
TRCT
1970
Tower Research Capital (TRC)
New York
-$19.6K -92 Closed
MFC
1971
Morris Financial Concepts
South Carolina
-$16.1K -75 Closed
GIA
1972
Goodwin Investment Advisory
Georgia
-$15.4K -72 Closed
DCM
1973
Davidson Capital Management
Texas
-$15.1K -71 Closed
LB
1974
Legacy Bridge
Iowa
-$10K -47 Closed
LFA
1975
Livelsberger Financial Advisory
Ohio
-$8.32K -39 Closed