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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWAM
476
Duncan Williams Asset Management
Tennessee
$7.25M +$360K +1,407 +6%
FWP
477
Family Wealth Partners
North Carolina
$7.2M -$141K -552 -2%
CP
478
Creekside Partners
California
$7.2M -$54.3K -212 -0.8%
BFP
479
Beacon Financial Planning
Massachusetts
$7.19M +$339K +1,323 +5%
BPAMU
480
BTG Pactual Asset Management US
New York
$7.17M +$254K +992 +3%
AWMNH
481
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.14M +$769K +3,001 +12%
HWA
482
HighRoad Wealth Advisors
Oregon
$7.13M +$7.08M +27,633 New
WB
483
Webster Bank
Connecticut
$7.11M -$139K -542 -2%
RC
484
Rareview Capital
Nevada
$7.09M +$86.6K +338 +1%
AIA
485
Arcadia Investment Advisors
Idaho
$7.03M +$4.05M +15,820 +138%
SWA
486
Stratos Wealth Advisors
Ohio
$6.97M -$798K -3,114 -10%
PWA
487
Peterson Wealth Advisors
Utah
$6.94M -$211K -824 -3%
FPB
488
First PREMIER Bank
South Dakota
$6.86M +$471K +1,838 +7%
MAS
489
Meeder Advisory Services
Ohio
$6.84M +$415K +1,618 +7%
PCM
490
Permanent Capital Management
Illinois
$6.82M -$9.96M -38,870 -60%
CAWM
491
Capital Advisors Wealth Management
Washington
$6.76M +$37.1K +145 +0.6%
SEI Investments
492
SEI Investments
Pennsylvania
$6.7M +$1.93M +7,548 +41%
GWM
493
Greenhouse Wealth Management
Connecticut
$6.69M +$30.7K +120 +0.5%
QWM
494
Quaker Wealth Management
New Jersey
$6.66M +$134K +522 +2%
GI
495
GAMCO Investors
Connecticut
$6.66M +$2.06M +8,048 +45%
RMS
496
Retirement Management Systems
Maryland
$6.65M +$6.6M +25,761 New
CA
497
Continuum Advisory
Idaho
$6.62M -$221K -863 -3%
SCA
498
Snowden Capital Advisors
New York
$6.55M -$141K -551 -2%
AI
499
Accredited Investors
Minnesota
$6.53M -$46.4K -181 -0.7%
Mackenzie Financial
500
Mackenzie Financial
Ontario, Canada
$6.52M +$311K +1,215 +5%