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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
501
Carolinas Wealth Consulting
North Carolina
$3.12M
GG
502
Gleason Group
Kentucky
$3.12M +$8.22K +39 +0.3%
BIM
503
Bridges Investment Management
Nebraska
$3.1M -$45.5K -216 -1%
JFA
504
JNBA Financial Advisors
Minnesota
$3.1M -$70.2K -333 -2%
PPWM
505
PFG Private Wealth Management
Florida
$3.09M +$3.04M +14,440 New
TPCW
506
TD Private Client Wealth
New York
$3.07M +$93.1K +442 +3%
TIAM2
507
Tru Independence Asset Management 2
Oregon
$3.06M +$682K +3,238 +29%
ML
508
McAdam LLC
Pennsylvania
$3.05M -$36K -171 -1%
CMBA
509
C.M. Bidwell & Associates
Hawaii
$3.04M +$45.1K +214 +2%
SFA
510
Semmax Financial Advisors
North Carolina
$3.04M +$244K +1,157 +9%
ACA
511
Affinity Capital Advisors
California
$3.02M -$202K -960 -6%
GPWA
512
Great Point Wealth Advisors
Massachusetts
$3.02M
BKA
513
Brick & Kyle Associates
Pennsylvania
$3.01M -$32.4K -154 -1%
MFT
514
Moisand Fitzgerald Tamayo
Florida
$3M -$43.8K -208 -1%
CWM
515
Cranbrook Wealth Management
Michigan
$2.99M -$178K -843 -6%
IA
516
IFG Advisors
Missouri
$2.98M -$31.6K -150 -1%
PA
517
PFG Advisors
Arizona
$2.97M +$290K +1,375 +11%
NW
518
NewEdge Wealth
Pennsylvania
$2.96M +$317K +1,506 +12%
WJWM
519
Williams Jones Wealth Management
New York
$2.94M -$19.4K -92 -0.7%
TWM
520
TriaGen Wealth Management
California
$2.9M +$283K +1,343 +11%
UWM
521
USAdvisors Wealth Management
Minnesota
$2.9M +$2.25M +10,668 +373%
FPS
522
Fieldpoint Private Securities
Connecticut
$2.89M -$991K -4,706 -26%
BWM
523
Brickley Wealth Management
California
$2.89M -$105K -497 -4%
GCA
524
Gradient Capital Advisors
California
$2.89M -$231K -1,097 -8%
Franklin Resources
525
Franklin Resources
California
$2.89M -$33.3K -158 -1%