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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
2226
Park Square Financial Group
Georgia
– -$470K -1,983 Closed
JWM
2227
JGP Wealth Management
Oregon
– -$423K -1,784 Closed
FMI
2228
F/M Investments
District of Columbia
– -$367K -1,566 Closed
UB
2229
Umpqua Bank
Oregon
– -$325K -1,343 Closed
HA
2230
Herold Advisors
New York
– -$292K -1,233 Closed
HCA
2231
Harbour Capital Advisors
Virginia
– -$279K -1,154 Closed
FTA
2232
Financial & Tax Architects
Missouri
– -$267K -1,126 Closed
AI
2233
Axos Invest
Nevada
– -$264K -1,116 Closed
LMKC
2234
L.M. Kohn & Company
Ohio
– -$259K -1,093 Closed
HA
2235
Helium Advisors
Washington
– -$258K -1,091 Closed
AL
2236
ADE LLC
Maryland
– -$258K -1,090 Closed
QT
2237
Quantbot Technologies
New York
– -$252K -1,064 Closed
NAG
2238
Northstar Advisory Group
New Jersey
– -$233K -983 Closed
HIGP
2239
Hill Investment Group Partners
Missouri
– -$217K -914 Closed
SSWM
2240
Smith Salley Wealth Management
North Carolina
– -$216K -913 Closed
CW
2241
Channel Wealth
California
– -$216K -912 Closed
BCA
2242
Bay Capital Advisors
Virginia
– -$201K -849 Closed
BMM
2243
Berkshire Money Management
Massachusetts
– -$181K -765 Closed
TCM
2244
Traub Capital Management
Massachusetts
– -$159K -669 Closed
PWA
2245
Principia Wealth Advisory
Texas
– -$158K -667 Closed
GC
2246
GFG Capital
Florida
– -$154K -649 Closed
ACM
2247
Accent Capital Management
Ohio
– -$143K -600 Closed
T
2248
Transce3nd
Texas
– -$106K -448 Closed
WOC
2249
West Oak Capital
California
– -$99.1K -418 Closed
HT
2250
Headlands Technologies
Illinois
– -$68K -287 Closed
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