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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTS
526
Round Table Services
New Jersey
$2.7M +$1.21M +6,420 +68%
VCP
527
Verus Capital Partners
Arizona
$2.7M +$1.17M +6,221 +65%
CAMG
528
CWA Asset Management Group
Florida
$2.69M +$15.9K +84 +0.5%
TWM
529
Thrive Wealth Management
Pennsylvania
$2.67M +$65.5K +347 +2%
BTI
530
Blue Trust Inc
Georgia
$2.66M +$2.42M +12,826 +563%
PWP
531
Principle Wealth Partners
Connecticut
$2.66M -$255K -1,351 -8%
AI
532
Accredited Investors
Minnesota
$2.66M +$104K +553 +4%
GIA
533
Gladstone Institutional Advisory
Florida
$2.65M -$76.7K -406 -3%
FF
534
Financial Futures
New Jersey
$2.65M +$631K +3,341 +27%
RSWM
535
Robertson Stephens Wealth Management
California
$2.64M -$3.15M -16,670 -52%
KCM
536
Kennicott Capital Management
California
$2.64M -$61.5K -326 -2%
GCA
537
Gradient Capital Advisors
California
$2.62M +$8.69K +46 +0.3%
MAM
538
Marquette Asset Management
Minnesota
$2.62M -$526K -2,786 -15%
KPWG
539
KFA Private Wealth Group
Virginia
$2.6M -$944 -5 -0%
CP
540
Camelot Portfolios
Ohio
$2.59M -$306K -1,621 -10%
FA
541
Flagstar Advisors
New York
$2.59M +$171K +904 +6%
CI
542
Conning Inc
Connecticut
$2.59M – – –
TPCW
543
TD Private Client Wealth
New York
$2.58M -$152K -804 -5%
BWA
544
BDO Wealth Advisors
Florida
$2.58M -$211K -1,119 -7%
CC
545
Courier Capital
New York
$2.57M -$33.6K -178 -1%
MA
546
Modus Advisors
Minnesota
$2.57M +$35.3K +187 +1%
KeyBank National Association
547
KeyBank National Association
Ohio
$2.54M +$25.9K +137 +0.9%
PWM
548
Perigon Wealth Management
California
$2.54M +$270K +1,432 +11%
RBC
549
Roble Belko & Company
Pennsylvania
$2.53M -$16.2K -86 -0.6%
TMWM
550
Taylor & Morgan Wealth Management
Michigan
$2.53M +$94.4K +500 +3%