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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Next Financial Group
Texas
$3.9M -$1.48M -6,497 -27%
TA
502
Trellis Advisors
Washington
$3.89M +$129K +568 +3%
VWA
503
V Wealth Advisors
Kansas
$3.89M +$18K +79 +0.5%
LWA
504
LWS Wealth Advisors
New Jersey
$3.89M +$145K +637 +4%
TDWM
505
Topel & Distasi Wealth Management
California
$3.88M +$3.91M +17,190 New
Financial Engines Advisors
506
Financial Engines Advisors
California
$3.88M -$560K -2,465 -13%
RIG
507
Roosevelt Investment Group
New York
$3.85M +$3.87M +17,040 New
GL
508
Graypoint LLC
New York
$3.83M +$564K +2,482 +17%
JFG
509
JMG Financial Group
Illinois
$3.81M -$12.7K -56 -0.3%
OIA
510
OneDigital Investment Advisors
Kansas
$3.8M -$6.13K -27 -0.2%
PA
511
PFG Advisors
Arizona
$3.79M +$311K +1,367 +9%
MAM
512
Marquette Asset Management
Minnesota
$3.77M – – –
AFP
513
Ausdal Financial Partners
Iowa
$3.73M -$315K -1,386 -8%
GWA
514
Gibson Wealth Advisors
Texas
$3.71M +$3.73M +16,424 New
LIG
515
Lokken Investment Group
Delaware
$3.7M +$105K +461 +3%
CA
516
Cetera Advisors
Colorado
$3.69M -$694K -3,054 -16%
TWM
517
TriaGen Wealth Management
California
$3.66M +$108K +475 +3%
MA
518
MAS Advisors
Florida
$3.63M +$3.64M +16,029 New
HFS
519
HBC Financial Services
Washington
$3.62M -$111K -489 -3%
WJWM
520
Williams Jones Wealth Management
New York
$3.61M +$338K +1,486 +10%
SWA
521
SOA Wealth Advisors
New York
$3.57M -$41.6K -183 -1%
MHIC
522
Marble Harbor Investment Counsel
Massachusetts
$3.57M +$542K +2,385 +18%
LWP
523
Laurel Wealth Planning
Minnesota
$3.57M -$543K -2,390 -13%
BWA
524
BDO Wealth Advisors
Florida
$3.56M -$208K -916 -5%
KCM
525
Kennicott Capital Management
California
$3.55M -$62K -273 -2%