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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1526
Hoey Investments
Pennsylvania
$1.3K +$1.38K +7 New
HFS
1527
Hopwood Financial Services
Virginia
$932 – – –
GCM
1528
Gables Capital Management
Florida
$931 – – –
SAS
1529
Spurstone Advisory Services
Connecticut
$558 – – –
HPC
1530
HM Payson & Co
Maine
$373 -$63.6K -322 -99%
CAM
1531
Costello Asset Management
Pennsylvania
$208 +$198 +1 New
TCM
1532
Tradewinds Capital Management
Washington
$187 – – –
AP
1533
Atwood & Palmer
Missouri
$10 – – –
PAS
1534
Park Avenue Securities
New York
– -$65.7M -331,455 Closed
HC
1535
Henshaw Capital
Massachusetts
– -$35.1M -177,150 Closed
EP
1536
Essential Planning
New Hampshire
– -$11.5M -55,956 Closed
OPAM
1537
Ocean Park Asset Management
California
– -$10.2M -51,663 Closed
GIA
1538
Goodwin Investment Advisory
Georgia
– -$9.96M -50,296 Closed
CIM
1539
Cambria Investment Management
California
– -$8.7M -43,888 Closed
TCMP
1540
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$4.59M -23,179 Closed
ACM
1541
Advisors Capital Management
New Jersey
– -$4.09M -20,632 Closed
SWA
1542
Serenus Wealth Advisors
California
– -$170K -19,899 Closed
SWM
1543
Stark Wealth Management
Pennsylvania
– -$3.66M -18,478 Closed
Principal Financial Group
1544
Principal Financial Group
Iowa
– -$3.35M -16,905 Closed
FFM
1545
Forum Financial Management
Illinois
– -$2.96M -14,920 Closed
IC
1546
Innealta Capital
Texas
– -$2.93M -14,798 Closed
MECA
1547
Miller Equity Capital Advisors
Texas
– -$2.51M -12,655 Closed
WAM
1548
Worth Asset Management
Texas
– -$2.5M -12,620 Closed
GWA
1549
Genesis Wealth Advisors
Massachusetts
– -$2.29M -11,554 Closed
DCM
1550
Donaldson Capital Management
Indiana
– -$1.89M -9,522 Closed