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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
226
High Note Wealth
Minnesota
$10.1M +$137K +617 +1%
GT
227
Glenview Trust
Kentucky
$10M +$445 +2 +0%
WA
228
Wealth Architects
California
$10M +$637K +2,865 +7%
TCM
229
TD Capital Management
Tennessee
$10M +$26.9K +121 +0.3%
WFA
230
Wells Financial Advisors
Massachusetts
$9.95M +$155K +695 +2%
PFA
231
Paradigm Financial Advisors
Missouri
$9.89M -$155K -698 -2%
AMG
232
Asset Management Group
Connecticut
$9.88M +$1.32M +5,951 +15%
UFA
233
US Financial Advisors
Massachusetts
$9.77M +$31.3K +141 +0.3%
CHP
234
Cable Hill Partners
Oregon
$9.74M +$1.63M +7,347 +20%
BAM
235
Baldrige Asset Management
Pennsylvania
$9.65M -$104K -468 -1%
BRWA
236
B. Riley Wealth Advisors
Florida
$9.45M +$245K +1,101 +3%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$9.38M +$186K +838 +2%
BC
238
Bartlett & Co
Ohio
$9.38M +$186K +838 +2%
PFA
239
Pure Financial Advisors
California
$9.34M +$553K +2,489 +6%
DIA
240
Davidson Investment Advisors
Montana
$9.31M +$4.43M +19,928 +88%
W
241
WealthOne
New York
$9.3M +$8.89K +40 +0.1%
Lazard Asset Management
242
Lazard Asset Management
New York
$9.19M +$66.7K +300 +0.7%
TWP
243
Tower Wealth Partners
Pennsylvania
$9.14M +$921K +4,143 +11%
AFS
244
Annapolis Financial Services
Maryland
$9.12M -$95.6K -430 -1%
GRP
245
Global Retirement Partners
California
$9.04M +$434K +1,950 +5%
CG
246
Caprock Group
Idaho
$9.02M +$129K +580 +1%
PWM
247
Praetorian Wealth Management
California
$8.97M -$457K -2,057 -5%
AF
248
Advisornet Financial
Minnesota
$8.96M +$2.72M +12,223 +43%
MNG
249
Manning & Napier Group
New York
$8.94M
JWM
250
JFG Wealth Management
Colorado
$8.85M +$851K +3,827 +10%