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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
726
Principal Financial Group
Iowa
-$683K -7,694 Closed
C1AG
727
Client 1st Advisory Group
Florida
-$589K -6,637 Closed
JPG
728
Jordan Park Group
California
-$550K -6,194 Closed
ACP
729
Aveo Capital Partners
Colorado
-$524K -5,897 Closed
WANY
730
Wealthspire Advisors (New York)
New York
-$430K -4,842 Closed
S
731
Surevest
California
-$417K -4,693 Closed
CIBC Private Wealth Group
732
CIBC Private Wealth Group
Georgia
-$393K -4,425 Closed
WKWM
733
Walter & Keenan Wealth Management
Indiana
-$363K -4,362 Closed
HA
734
Hamel Associates
New Jersey
-$345K -3,885 Closed
QCM
735
Quest Capital Management
Texas
-$302K -3,403 Closed
HB
736
Homrich & Berg
Georgia
-$299K -3,364 Closed
VWA
737
V Wealth Advisors
Kansas
-$295K -3,327 Closed
CIBC Asset Management
738
CIBC Asset Management
Ontario, Canada
-$275K -3,095 Closed
MWM
739
Mission Wealth Management
California
-$275K -3,091 Closed
CI
740
Cambiar Investors
Colorado
-$262K -2,949 Closed
TPA
741
Trivium Point Advisory
Connecticut
-$276K -2,947 Closed
JWCA
742
J.W. Cole Advisors
Florida
-$247K -2,785 Closed
TC
743
TownSquare Capital
Utah
-$254K -2,629 Closed
OFS
744
Orrstown Financial Services
Pennsylvania
-$227K -2,561 Closed
Fuller & Thaler Asset Management
745
Fuller & Thaler Asset Management
California
-$225K -2,538 Closed
FP
746
Fiduciary Planning
Florida
-$218K -2,454 Closed
EWM
747
EPG Wealth Management
Georgia
-$216K -2,427 Closed
WF
748
Welch & Forbes
Massachusetts
-$209K -2,358 Closed
RWP
749
RWA Wealth Partners
Massachusetts
-$207K -2,333 Closed
KP
750
Keel Point
Alabama
-$203K -2,281 Closed