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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1526
Spurstone Advisory Services
Connecticut
$558
HPC
1527
HM Payson & Co
Maine
$373 -$63.6K -322 -99%
CAM
1528
Costello Asset Management
Pennsylvania
$208 +$198 +1 New
TCM
1529
Tradewinds Capital Management
Washington
$187
AP
1530
Atwood & Palmer
Missouri
$10
PAS
1531
Park Avenue Securities
New York
-$65.7M -331,455 Closed
HC
1532
Henshaw Capital
Massachusetts
-$35.1M -177,150 Closed
EP
1533
Essential Planning
New Hampshire
-$11.5M -55,956 Closed
OPAM
1534
Ocean Park Asset Management
California
-$10.2M -51,663 Closed
GIA
1535
Goodwin Investment Advisory
Georgia
-$9.96M -50,296 Closed
CIM
1536
Cambria Investment Management
California
-$8.7M -43,888 Closed
TCMP
1537
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$4.59M -23,179 Closed
ACM
1538
Advisors Capital Management
New Jersey
-$4.09M -20,632 Closed
SWA
1539
Serenus Wealth Advisors
California
-$170K -19,899 Closed
SWM
1540
Stark Wealth Management
Pennsylvania
-$3.66M -18,478 Closed
Principal Financial Group
1541
Principal Financial Group
Iowa
-$3.35M -16,905 Closed
FFM
1542
Forum Financial Management
Illinois
-$2.96M -14,920 Closed
IC
1543
Innealta Capital
Texas
-$2.93M -14,798 Closed
MECA
1544
Miller Equity Capital Advisors
Texas
-$2.51M -12,655 Closed
WAM
1545
Worth Asset Management
Texas
-$2.5M -12,620 Closed
GWA
1546
Genesis Wealth Advisors
Massachusetts
-$2.29M -11,554 Closed
DCM
1547
Donaldson Capital Management
Indiana
-$1.89M -9,522 Closed
IAA
1548
Independent Advisor Alliance
North Carolina
-$1.76M -8,887 Closed
FF
1549
Fluent Financial
Texas
-$1.47M -7,394 Closed
CFGS
1550
Concourse Financial Group Securities
Alabama
-$1.32M -6,390 Closed