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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
801
Vigilant Capital Management
Maine
-$137K -1,000 Closed
SFM
802
Systematic Financial Management
New Jersey
-$119K -865 Closed
EWP
803
Engrave Wealth Partners
Texas
-$97K -712 Closed
EARNEST Partners
804
EARNEST Partners
Georgia
-$91K -661 Closed
PA
805
PSI Advisors
Florida
-$72K -531 Closed
RMAM
806
Raab & Moskowitz Asset Management
New Jersey
-$59K -432 Closed
WCM
807
Wealthcare Capital Management
Virginia
-$41K -302 Closed
LWA
808
LWS Wealth Advisors
New Jersey
-$41K -301 Closed
AA
809
Argent Advisors
Louisiana
-$39K -289 Closed
TF
810
TimeScale Financial
Massachusetts
-$30K -247 Closed
EP
811
Eudaimonia Partners
Tennessee
-$30K -219 Closed
MCWS
812
McKinley Carter Wealth Services
West Virginia
-$29K -212 Closed
PFO
813
Pathstone Family Office
New Jersey
-$201K -147 Closed
LWA
814
Lenox Wealth Advisors
New York
-$20K -146 Closed
PCA
815
Peddock Capital Advisors
Massachusetts
-$17K -124 Closed
TVWM
816
Tower View Wealth Management
Wisconsin
-$10K -71 Closed
KTM
817
Keeler Thomas Management
Utah
-$879K -53 Closed
RWA
818
Ropes Wealth Advisors
Massachusetts
-$7K -53 Closed
LPWM
819
Lake Point Wealth Management
Texas
-$7K -48 Closed
MWM
820
Maltin Wealth Management
New Jersey
-$6K -41 Closed
PCA
821
Providence Capital Advisors
North Carolina
-$5K -39 Closed
TFO
822
Tarbox Family Office
California
-$4K -31 Closed
MA
823
MCF Advisors
Kentucky
-$3K -20 Closed
CI
824
Cordant Inc
Oregon
-$2K -16 Closed
HF
825
Halpern Financial
Virginia
-$1.91K -14 Closed