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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
751
Citadel Advisors
Florida
– -$505K -4,727 Closed
WIA
752
Wealthstreet Investment Advisors
Texas
– -$502K -4,698 Closed
FWM
753
Foresight Wealth Management
Utah
– -$381K -3,566 Closed
C
754
Certuity
Florida
– -$336K -3,143 Closed
AMCA
755
Arthur M. Cohen & Associates
Illinois
– -$286K -2,674 Closed
Cerity Partners
756
Cerity Partners
New York
– -$282K -2,641 Closed
IC
757
Intersect Capital
California
– -$263K -2,462 Closed
OCPWS
758
One Charles Private Wealth Services
Massachusetts
– -$262K -2,230 Closed
NAMP
759
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$238K -2,225 Closed
CCM
760
Coldstream Capital Management
Washington
– -$235K -2,201 Closed
AA
761
Argent Advisors
Louisiana
– -$230K -2,159 Closed
CS
762
Cannell & Spears
New York
– -$225K -2,100 Closed
FC
763
Forte Capital
New York
– -$213K -1,996 Closed
AFAS
764
Acorn Financial Advisory Services
Virginia
– -$212K -1,990 Closed
CCM
765
Colorado Capital Management
Colorado
– -$196K -1,842 Closed
WCA
766
Windsor Creek Advisors
Vermont
– -$163K -1,527 Closed
KWM
767
Keebeck Wealth Management
Illinois
– -$138K -1,299 Closed
OPS
768
Orion Portfolio Solutions
Nebraska
– -$116K -1,085 Closed
SW
769
SVB Wealth
Massachusetts
– -$115K -1,083 Closed
FWM
770
Filbrandt Wealth Management
Wisconsin
– -$58K -545 Closed
GWMIA
771
Global Wealth Management Investment Advisory
Florida
– -$55.4K -494 -99%
RDWM
772
Red Door Wealth Management
Tennessee
– -$40K -380 Closed
OC
773
Oakworth Capital
Alabama
– -$40K -372 Closed
APC
774
Aspire Private Capital
North Carolina
– -$37K -348 Closed
Simplex Trading
775
Simplex Trading
Illinois
– -$35K -330 Closed