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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2426
Base Wealth Management
Florida
– -$232K -911 Closed
NCM
2427
Northwest Capital Management
Oregon
– -$227K -891 Closed
AAM
2428
Aureus Asset Management
Massachusetts
– -$226K -890 Closed
RF
2429
RHS Financial
California
– -$221K -868 Closed
PJSIMP
2430
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$217K -852 Closed
RWM
2431
RMG Wealth Management
Wisconsin
– -$215K -843 Closed
WFA
2432
Woodward Financial Advisors
North Carolina
– -$214K -841 Closed
SIM
2433
Synergy Investment Management
Florida
– -$209K -823 Closed
FFA
2434
First Foundation Advisors
California
– -$206K -809 Closed
BH
2435
Burk Holdings
Oklahoma
– -$205K -806 Closed
CWP
2436
Curated Wealth Partners
California
– -$203K -800 Closed
OFP
2437
OLIO Financial Planning
Virginia
– -$202K -796 Closed
Qube Research & Technologies (QRT)
2438
Qube Research & Technologies (QRT)
United Kingdom
– -$175K -687 Closed
GFWA
2439
Grey Fox Wealth Advisors
Delaware
– -$163K -637 Closed
PFA
2440
Pathway Financial Advisers
Indiana
– -$154K -612 Closed
AIA
2441
Armor Investment Advisors
North Carolina
– -$102K -400 Closed
FLFS
2442
Family Legacy Financial Solutions
North Carolina
– -$85.6K -336 Closed
CWM
2443
Crowley Wealth Management
Delaware
– -$70.7K -278 Closed
MSWA
2444
Marshall & Sterling Wealth Advisors
New York
– -$57.5K -226 Closed
WW
2445
Winnow Wealth
Texas
– -$57.4K -225 Closed
TWD
2446
True Wealth Design
Ohio
– -$49.6K -195 Closed
HFS
2447
Hopwood Financial Services
Virginia
– -$34.3K -135 Closed
SFCL
2448
Strengthening Families & Communities LLC
Massachusetts
– -$20.9K -82 Closed
PAM
2449
Palisade Asset Management
Minnesota
– -$14.2K -56 Closed
FLP
2450
Financial Life Planners
Arizona
– -$6.14K -24 Closed