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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$9.66M +$252K +1,056 +2%
FOFP
352
Fee-Only Financial Planning
South Carolina
$9.63M -$80.5K -337 -0.8%
SWP
353
Stratos Wealth Partners
Ohio
$9.6M +$719K +3,009 +7%
MNA
354
Manning & Napier Advisors
New York
$9.59M -$117K -491 -1%
CTWM
355
Cherry Tree Wealth Management
Minnesota
$9.47M +$253K +1,058 +3%
RH
356
RFG Holdings
Texas
$9.46M +$1.19M +4,994 +13%
DC
357
Dorval Corp
Minnesota
$9.41M +$86.9K +364 +0.9%
VA
358
VestGen Advisors
Illinois
$9.39M +$10.1M +42,353 New
FWM
359
Fonville Wealth Management
Virginia
$9.39M +$1.81M +7,591 +22%
PA
360
Parkside Advisors
California
$9.34M +$38K +159 +0.4%
PCA
361
Peddock Capital Advisors
Massachusetts
$9.33M -$457K -1,912 -4%
CCM
362
Chilton Capital Management
Texas
$9.31M -$622K -2,603 -6%
RWI
363
Red Wave Investments
Pennsylvania
$9.28M -$958K -4,011 -9%
WA
364
Waverly Advisors
Alabama
$9.28M +$1.5M +6,285 +18%
NAMP
365
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.21M +$130K +545 +1%
FTWA
366
Fifth Third Wealth Advisors
Ohio
$9.17M -$310K -1,296 -3%
TCM
367
TD Capital Management
Tennessee
$9.15M +$80.5K +337 +0.8%
DWM
368
Diversify Wealth Management
Utah
$9.13M +$750K +3,139 +8%
GM
369
GeoWealth Management
Illinois
$9.12M -$3.37M -14,097 -26%
MAV
370
Mason & Associates (Virginia)
Virginia
$9.06M -$142K -593 -1%
EWA
371
Evolution Wealth Advisors
Florida
$8.96M -$152K -635 -2%
CA
372
CSM Advisors
Pennsylvania
$8.91M -$1.51M -6,328 -14%
HAC
373
Harbor Advisory Corp
New Hampshire
$8.9M +$352K +1,472 +4%
CWM
374
Circle Wealth Management
New Jersey
$8.9M -$133K -555 -1%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$8.89M -$2.49M -10,434 -21%