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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endurance Wealth Management
Rhode Island
$4.24M
WFM
227
Wolff Financial Management
Michigan
$4.24M +$702K +4,723 +21%
LFAS
228
Level Four Advisory Services
Texas
$4.23M -$620K -4,171 -13%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$4.21M +$4.09M +27,532 New
HR
230
Hardy Reed
Mississippi
$4.2M -$1.41M -9,497 -26%
FNFDCM
231
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.18M +$23.5K +158 +0.6%
PFA
232
Pathway Financial Advisors
Vermont
$4.1M -$391K -2,627 -9%
GHAM
233
Gilman Hill Asset Management
Connecticut
$4.05M +$303K +2,035 +8%
MFS
234
Madrona Financial Services
Washington
$4.01M +$181K +1,216 +5%
CM
235
Columbus Macro
Pennsylvania
$3.99M -$86.4K -581 -2%
IA
236
IndexIQ Advisors
New York
$3.95M +$2M +13,462 +108%
PCA
237
Peddock Capital Advisors
Massachusetts
$3.95M -$434K -2,920 -10%
CWM
238
Cornerstone Wealth Management
Missouri
$3.93M +$155K +1,044 +12%
CA
239
Clearstead Advisors
Ohio
$3.92M +$1.44M +9,704 +61%
SPC
240
Sigma Planning Corp
Michigan
$3.91M +$1.26M +8,451 +49%
BAM
241
Baldrige Asset Management
Pennsylvania
$3.87M +$3.77M +25,355 New
WPW
242
Winthrop Partners - WNY
New York
$3.83M +$1.26M +8,479 +52%
TFS
243
TrustCore Financial Services
Tennessee
$3.81M +$3.7M +24,919 New
BRWA
244
B. Riley Wealth Advisors
Florida
$3.8M +$2.83K +19 +0.1%
RPG
245
Resource Planning Group
Georgia
$3.77M +$1M +6,729 +37%
REMPR
246
Roof Eidam Maycock Peralta (REMP)
California
$3.76M +$351K +2,362 +11%
RPC
247
Rossmore Private Capital
Connecticut
$3.73M -$100K -673 -3%
AA
248
ALPS Advisors
Colorado
$3.7M -$57.2K -385 -2%
CB
249
Commerce Bank
Missouri
$3.7M +$604K +4,066 +20%
HAC
250
Harbor Advisory Corp
New Hampshire
$3.66M +$256K +1,720 +8%