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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
1951
JT Stratford LLC
Georgia
– -$957K -4,186 Closed
LWMNY
1952
Landmark Wealth Management (New York)
New York
– -$872K -3,814 Closed
TWM
1953
Trevian Wealth Management
Massachusetts
– -$806K -3,527 Closed
WCM
1954
Winthrop Capital Management
Indiana
– -$802K -3,508 Closed
ITB
1955
Idaho Trust Bank
Idaho
– -$657K -2,872 Closed
MAM
1956
Meeder Asset Management
Ohio
– -$582K -2,544 Closed
IHL
1957
Investment House LLC
California
– -$580K -2,539 Closed
CAM
1958
Crestone Asset Management
Colorado
– -$493K -2,155 Closed
DFG
1959
Delta Financial Group
New Jersey
– -$463K -2,024 Closed
AFA
1960
Alpha Financial Advisors
North Carolina
– -$449K -1,963 Closed
PTC
1961
Philadelphia Trust Company
Pennsylvania
– -$394K -1,725 Closed
BC
1962
Belmont Capital
California
– -$374K -1,638 Closed
SSWM
1963
Smith Salley Wealth Management
North Carolina
– -$373K -1,633 Closed
TC
1964
Trilogy Capital
California
– -$369K -1,613 Closed
AIC
1965
Argus Investors Counsel
New York
– -$338K -1,480 Closed
AWP
1966
Abacus Wealth Partners
California
– -$310K -1,356 Closed
FFB
1967
First Financial Bankshares
Texas
– -$294K -1,287 Closed
WWS
1968
Wellington Wealth Strategies
Indiana
– -$289K -1,263 Closed
CWM
1969
Campbell Wealth Management
Virginia
– -$277K -1,213 Closed
WW
1970
Waterfront Wealth
Kansas
– -$253K -1,175 Closed
FG
1971
Foster Group
Iowa
– -$247K -1,082 Closed
BWM
1972
BCGM Wealth Management
Indiana
– -$245K -1,073 Closed
TC
1973
Truvestments Capital
Florida
– -$243K -1,061 Closed
ES
1974
ETF Store
Kansas
– -$233K -1,020 Closed
NPT
1975
Nixon Peabody Trust
Massachusetts
– -$232K -1,015 Closed