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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1026
Wealthstreet Investment Advisors
Texas
– -$256K -1,546 Closed
JIP
1027
Jaffetilchin Investment Partners
Florida
– -$237K -1,430 Closed
Principal Financial Group
1028
Principal Financial Group
Iowa
– -$227K -1,371 Closed
IC
1029
Iconiq Capital
California
– -$219K -1,323 Closed
KCM
1030
Kennicott Capital Management
California
– -$213K -1,288 Closed
OPWM
1031
Oakwell Private Wealth Management
Texas
– -$208K -1,258 Closed
JAG
1032
Journey Advisory Group
Kentucky
– -$204K -1,234 Closed
HAFS
1033
Hapanowicz & Associates Financial Services
Pennsylvania
– -$204K -1,233 Closed
WCM
1034
Wealthcare Capital Management
Virginia
– -$104K -631 Closed
GAM
1035
Grandview Asset Management
Pennsylvania
– -$100K -605 Closed
AWG
1036
Altus Wealth Group
Colorado
– -$91K -521 Closed
MWM
1037
Mascoma Wealth Management
New Hampshire
– -$32K -196 Closed
4FG
1038
4Thought Financial Group
New York
– -$26K -155 Closed
MF
1039
Manchester Financial
California
– -$23K -136 Closed
FFA
1040
Freedman Financial Associates
Massachusetts
– -$19K -116 Closed
GWMIA
1041
Global Wealth Management Investment Advisory
Florida
– -$19K -116 Closed
CG
1042
Cutler Group
California
– -$18K -104 Closed
LGWM
1043
Litman Gregory Wealth Management
California
– -$16K -97 Closed
CL
1044
COWA LLC
Oklahoma
– -$14K -84 Closed
MWP
1045
Meridian Wealth Partners
Pennsylvania
– -$12K -71 Closed
FP
1046
Fiduciary Planning
Florida
– -$9K -54 Closed
HH
1047
HWG Holdings
Texas
– -$4K -27 Closed
RWB
1048
RMR Wealth Builders
New Jersey
– -$4K -27 Closed
FMP
1049
Financial Management Professionals
Texas
– -$2K -11 Closed
WWMSC
1050
Wagner Wealth Management (South Carolina)
South Carolina
– -$1K -9 Closed