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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AR
1151
Apeiron RIA
Texas
– -$368K -246 Closed
BW
1152
Bison Wealth
Georgia
– -$31K -205 Closed
HWA
1153
Heritage Wealth Advisors
Virginia
– -$25K -166 Closed
AIP
1154
Ahrens Investment Partners
Louisiana
– -$11K -75 Closed
SSC
1155
Syverson Strege & Co
Iowa
– -$9K -60 Closed
CWP
1156
Concord Wealth Partners
Virginia
– -$7K -44 Closed
JPLA
1157
Joseph P. Lucia & Associates
New York
– -$6K -40 Closed
SFM
1158
Systematic Financial Management
New Jersey
– -$5K -35 Closed
SIS
1159
Sound Income Strategies
Florida
– -$5K -33 Closed
GFP
1160
Gryphon Financial Partners
Ohio
– -$5K -30 Closed
VRM
1161
Vectors Research Management
New York
– -$4K -27 Closed
RMC
1162
Resources Management Corp
Connecticut
– -$4K -25 Closed
AW
1163
ACG Wealth
Georgia
– -$4K -24 Closed
DAC
1164
Dividend Assets Capital
South Carolina
– -$3K -17 Closed
KFS
1165
Kelly Financial Services
Massachusetts
– -$2.25K -15 Closed
SC
1166
Schubert & Co
Texas
– -$2K -12 Closed
SCM
1167
SevenOneSeven Capital Management
Pennsylvania
– -$2K -11 Closed
CIA
1168
Cascade Investment Advisors
Oregon
– -$1.5K -10 Closed
WFA
1169
WestHill Financial Advisors
California
– -$1K -9 Closed
EA
1170
Evolution Advisers
Virginia
– -$1K -7 Closed
FCAS
1171
First Command Advisory Services
Texas
– -$1K -7 Closed
TFA
1172
Transamerica Financial Advisors
Florida
– -$1K -6 Closed
TAM
1173
Tucker Asset Management
Colorado
– -$449 -3 Closed