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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FH
2201
Financial Harvest
Florida
– -$317K -1,318 Closed
FOR
2202
Family Office Research
Maryland
– -$316K -1,313 Closed
OFP
2203
OLIO Financial Planning
Virginia
– -$312K -1,297 Closed
MWA
2204
Monograph Wealth Advisors
California
– -$307K -1,278 Closed
WI
2205
WBI Investments
New Jersey
– -$290K -1,209 Closed
TC
2206
Trilogy Capital
California
– -$290K -1,207 Closed
CCM
2207
Copeland Capital Management
Pennsylvania
– -$280K -1,167 Closed
XT
2208
XTX Topco
Cayman Islands
– -$279K -1,160 Closed
TGAM
2209
TBH Global Asset Management
Tennessee
– -$270K -1,123 Closed
RWRC
2210
R.W. Roge & Company
New York
– -$266K -1,109 Closed
MM
2211
Meridian Management
Arkansas
– -$258K -1,073 Closed
BIP
2212
Blueprint Investment Partners
North Carolina
– -$255K -1,063 Closed
BAM
2213
Broyhill Asset Management
North Carolina
– -$251K -1,043 Closed
BWM
2214
BCGM Wealth Management
Indiana
– -$242K -1,006 Closed
SSWM
2215
Smith Salley Wealth Management
North Carolina
– -$231K -963 Closed
SDH
2216
Sloy Dahl & Holst
Washington
– -$229K -951 Closed
OBWP
2217
O'Brien Wealth Partners
Massachusetts
– -$222K -924 Closed
MPW
2218
MGO Private Wealth
California
– -$219K -912 Closed
FFA
2219
First Foundation Advisors
California
– -$218K -909 Closed
AWM
2220
Accurate Wealth Management
Florida
– -$216K -907 Closed
BCA
2221
Bay Capital Advisors
Virginia
– -$217K -905 Closed
MIAS
2222
Mason Investment Advisory Services
Virginia
– -$217K -901 Closed
CCA
2223
Cora Capital Advisors
New Jersey
– -$216K -900 Closed
KFG
2224
Kelly Financial Group
Connecticut
– -$216K -898 Closed
B
2225
Bensler
Washington
– -$215K -895 Closed