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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
801
Engrave Wealth Partners
Texas
– -$97K -712 Closed
EARNEST Partners
802
EARNEST Partners
Georgia
– -$91K -661 Closed
PA
803
PSI Advisors
Florida
– -$72K -531 Closed
RMAM
804
Raab & Moskowitz Asset Management
New Jersey
– -$59K -432 Closed
WCM
805
Wealthcare Capital Management
Virginia
– -$41K -302 Closed
LWA
806
LWS Wealth Advisors
New Jersey
– -$41K -301 Closed
AA
807
Argent Advisors
Louisiana
– -$39K -289 Closed
TF
808
TimeScale Financial
Massachusetts
– -$30K -247 Closed
EP
809
Eudaimonia Partners
Tennessee
– -$30K -219 Closed
MCWS
810
McKinley Carter Wealth Services
West Virginia
– -$29K -212 Closed
PFO
811
Pathstone Family Office
New Jersey
– -$20.1K -147 Closed
LWA
812
Lenox Wealth Advisors
New York
– -$20K -146 Closed
PCA
813
Peddock Capital Advisors
Massachusetts
– -$17K -124 Closed
TVWM
814
Tower View Wealth Management
Wisconsin
– -$10K -71 Closed
KTM
815
Keeler Thomas Management
Utah
– -$879K -53 Closed
RWA
816
Ropes Wealth Advisors
Massachusetts
– -$7K -53 Closed
LPWM
817
Lake Point Wealth Management
Texas
– -$7K -48 Closed
MWM
818
Maltin Wealth Management
New Jersey
– -$6K -41 Closed
PCA
819
Providence Capital Advisors
North Carolina
– -$5K -39 Closed
TFO
820
Tarbox Family Office
California
– -$4K -31 Closed
MA
821
MCF Advisors
Kentucky
– -$3K -20 Closed
CI
822
Cordant Inc
Oregon
– -$2K -16 Closed
HF
823
Halpern Financial
Virginia
– -$1.91K -14 Closed
SFA
824
Stewardship Financial Advisors
Georgia
– -$1K -4 Closed
SHWM
825
Silicon Hills Wealth Management
Texas
– -$53 -1 Closed