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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1201
Progressive Investment Management
Oregon
– -$158K -897 Closed
KIG
1202
Kessler Investment Group
Indiana
– -$128K -725 Closed
Deutsche Bank
1203
Deutsche Bank
Germany
– -$124K -705 Closed
T
1204
TCWP
Ohio
– -$97K -553 Closed
ANBT
1205
American National Bank & Trust
Texas
– -$91K -515 Closed
CPFP
1206
Clear Perspectives Financial Planning
Ohio
– -$53K -300 Closed
Simplex Trading
1207
Simplex Trading
Illinois
– -$39K -227 Closed
FFA
1208
Freedman Financial Associates
Massachusetts
– -$38K -213 Closed
SFC
1209
SYM Financial Corp
Indiana
– -$32K -182 Closed
AP
1210
Atwood & Palmer
Missouri
– -$32K -180 Closed
IRAG
1211
Investment Research & Advisory Group
Georgia
– -$28K -160 Closed
IFAM
1212
Institutional & Family Asset Management
Colorado
– -$25K -141 Closed
FP
1213
Financial Perspectives
Minnesota
– -$24.3K -138 Closed
APW
1214
Acima Private Wealth
Virginia
– -$18K -104 Closed
HA
1215
Herold Advisors
New York
– -$17.6K -100 Closed
GA
1216
GoalVest Advisory
New York
– -$16K -90 Closed
VCM
1217
Vigilant Capital Management
Maine
– -$11K -61 Closed
FWM
1218
Focused Wealth Management
New York
– -$11K -60 Closed
PWP
1219
Pursue Wealth Partners
California
– -$6.17K -36 Closed
DWA
1220
Dougherty Wealth Advisers
Minnesota
– -$6K -35 Closed
HFS
1221
HBC Financial Services
Washington
– -$5K -30 Closed
GAM
1222
Gemmer Asset Management
California
– -$4K -27 Closed
FAM
1223
Frontier Asset Management
Wyoming
– -$4K -21 Closed
WWP
1224
WR Wealth Planners
Missouri
– -$880 -5 Closed
CIA
1225
Choate Investment Advisors
Massachusetts
– -$1K -3 Closed