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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
351
American Investment Services
Massachusetts
$1.66M +$1.33M +9,155 +266%
AWA
352
Acorn Wealth Advisors
Michigan
$1.65M +$1.31K +9 +0.1%
WIM
353
Westside Investment Management
California
$1.64M +$157K +1,081 +10%
IA
354
IndexIQ Advisors
New York
$1.64M +$469K +3,220 +35%
SCM
355
SOL Capital Management
Maryland
$1.6M -$40.8K -280 -2%
CMBA
356
C.M. Bidwell & Associates
Hawaii
$1.6M +$180K +1,235 +11%
RMDI
357
R.M. Davis Inc
Maine
$1.59M +$171K +1,172 +11%
CP
358
Camelot Portfolios
Ohio
$1.58M -$39.7K -273 -2%
BKA
359
Brick & Kyle Associates
Pennsylvania
$1.58M +$1.74M +11,979 New
TPA
360
Trivium Point Advisory
Connecticut
$1.56M +$1.73M +11,851 New
MAS
361
Managed Account Services
Florida
$1.56M +$237K +1,625 +18%
TCPWM
362
Traverso Chambers Private Wealth Management
California
$1.55M +$1.71M +11,771 New
AI
363
Atria Investments
North Carolina
$1.53M -$265K -1,822 -14%
BSW
364
Buckingham Strategic Wealth
Missouri
$1.52M +$874 +6 +0.1%
KeyBank National Association
365
KeyBank National Association
Ohio
$1.52M -$12.5K -86 -0.7%
LCM
366
Lucas Capital Management
New Jersey
$1.47M -$4.95K -34 -0.3%
FI
367
Financial Insights
Washington
$1.46M +$1.44M +9,889 New
ATC
368
Argent Trust Co
Tennessee
$1.46M +$49.5K +340 +3%
CHA
369
Carmichael Hill & Associates
Maryland
$1.45M +$116K +797 +8%
MFS
370
McNamara Financial Services
Massachusetts
$1.43M
TVWM
371
Tower View Wealth Management
Wisconsin
$1.41M +$5.24K +36 +0.3%
A
372
AdvicePeriod
California
$1.41M +$2.91K +20 +0.2%
DSA
373
Droms Strauss Advisors
Missouri
$1.4M +$1.55M +10,640 New
BJL
374
Brighton Jones LLC
Washington
$1.4M -$174K -1,192 -10%
GIM
375
Goelzer Investment Management
Indiana
$1.4M +$15.9K +109 +1%