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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
Cabot-Wellington
Massachusetts
$4.77M
WIM
527
Waycross Investment Management
Washington
$4.77M +$396K +1,842 +10%
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$4.76M -$332K -1,543 -7%
MWA
529
Martel Wealth Advisors
Washington
$4.75M -$201K -935 -4%
CAC
530
Certified Advisory Corp
Florida
$4.74M -$26.9K -125 -0.6%
PFA
531
Pathway Financial Advisors
Vermont
$4.73M -$11.2K -52 -0.3%
APC
532
Aspire Private Capital
North Carolina
$4.72M +$242K +1,125 +6%
TC
533
TownSquare Capital
Utah
$4.72M +$2.71M +12,585 +156%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$4.7M +$476K +2,213 +12%
FTS
535
Fifth Third Securities
Ohio
$4.68M +$12.9K +60 +0.3%
TYCC
536
Texas Yale Capital Corp
Florida
$4.66M +$183K +853 +4%
BWG
537
Balanced Wealth Group
Ohio
$4.65M +$387K +1,800 +9%
GCP
538
Gill Capital Partners
Colorado
$4.64M +$602K +2,798 +15%
AWMNH
539
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.61M +$301K +1,397 +7%
FCH
540
Freestone Capital Holdings
Washington
$4.57M +$341K +1,584 +9%
SPC
541
Sigma Planning Corp
Michigan
$4.57M +$2.7M +12,556 +169%
RC
542
Roundview Capital
New Jersey
$4.54M +$112K +520 +3%
SWP
543
Summit Wealth Partners
Florida
$4.51M -$103K -477 -2%
AQR Capital Management
544
AQR Capital Management
Connecticut
$4.51M +$4.24M +19,725 New
TWM
545
Thrive Wealth Management
Pennsylvania
$4.49M -$914K -4,248 -18%
ADL
546
Asset Dedication LLC
California
$4.48M +$3.6M +16,750 +562%
JE
547
JMAC Enterprises
Pennsylvania
$4.48M +$91.4K +425 +2%
JFG
548
JMG Financial Group
Illinois
$4.48M -$100K -467 -2%
Mackenzie Financial
549
Mackenzie Financial
Ontario, Canada
$4.48M +$622K +2,890 +17%
WBCM
550
Wilson & Boucher Capital Management
California
$4.47M -$23.7K -110 -0.6%