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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
301
Howard Wealth Management
Connecticut
$5.8M -$8.82K -50 -0.2%
CA
302
Cambridge Advisors
Nebraska
$5.78M -$381K -2,160 -7%
CFGS
303
Concourse Financial Group Securities
Alabama
$5.76M -$265K -1,505 -5%
SS
304
Simplicity Solutions
Minnesota
$5.73M +$153K +867 +3%
WMG
305
WESCAP Management Group
California
$5.71M +$485K +2,751 +10%
SC
306
Sepio Capital
Utah
$5.7M +$1.9M +10,752 +58%
GRP
307
Global Retirement Partners
California
$5.6M +$37.9K +215 +0.8%
PCA
308
Personal Capital Advisors
California
$5.59M +$248K +1,408 +5%
GWM
309
Gray Wealth Management
Maine
$5.57M -$10.1K -57 -0.2%
PCG
310
Private Capital Group
Connecticut
$5.57M -$405K -2,295 -7%
SPP
311
Single Point Partners
Massachusetts
$5.54M +$15.9K +90 +0.3%
CCM
312
Chilton Capital Management
Texas
$5.53M -$94.9K -538 -2%
TFA
313
Trinity Financial Advisors
Ohio
$5.52M +$4.94M +27,989 New
MIAN
314
Mariner Independent Advisor Network
Kansas
$5.52M +$237K +1,344 +5%
NFG
315
NewFocus Financial Group
Washington
$5.49M -$165K -936 -3%
MIS
316
Morningstar Investment Services
Illinois
$5.44M -$572K -3,244 -10%
NAS
317
Nicolet Advisory Services
Wisconsin
$5.43M -$579K -3,281 -11%
H
318
HoyleCohen
California
$5.42M +$374K +2,120 +8%
HCIA
319
Hochman Cole Investment Advisors
Illinois
$5.41M -$324K -1,838 -6%
MWM
320
Marietta Wealth Management
Georgia
$5.41M +$142K +803 +3%
CWA
321
Clarity Wealth Advisors
California
$5.4M +$480K +2,721 +11%
AMG
322
Asset Management Group
Connecticut
$5.38M +$23.6K +134 +0.5%
FNFDCM
323
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.38M -$108K -612 -2%
AA
324
ALPS Advisors
Colorado
$5.35M -$138K -780 -3%
AIS
325
American Investment Services
Massachusetts
$5.33M +$478K +2,710 +11%