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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