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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
526
Sigma Planning Corp
Michigan
$4.58M +$220K +1,004 +5%
NOI
527
Newton One Investments
Delaware
$4.58M +$3.73K +17 +0.1%
WIM
528
Waycross Investment Management
Washington
$4.57M +$18.2K +83 +0.4%
CW
529
Cabot-Wellington
Massachusetts
$4.55M
UBV
530
United Bank (Virginia)
Virginia
$4.54M -$38.9K -177 -0.8%
MWA
531
Martel Wealth Advisors
Washington
$4.54M +$11.4K +52 +0.3%
CIA
532
Concurrent Investment Advisors
Florida
$4.53M +$278K +1,267 +6%
MAS
533
Meeder Advisory Services
Ohio
$4.51M +$1.17M +5,306 +34%
CA
534
Capital Advantage
California
$4.47M +$1.71M +7,793 +61%
LWM
535
LongView Wealth Management
Georgia
$4.47M -$271K -1,236 -6%
SSB
536
Sandy Spring Bank
Maryland
$4.47M +$447K +2,035 +11%
PFA
537
Pathway Financial Advisors
Vermont
$4.47M -$48.3K -220 -1%
DOA
538
D'Orazio & Associates
Virginia
$4.45M -$1.11M -5,032 -20%
AQR Capital Management
539
AQR Capital Management
Connecticut
$4.45M +$148K +674 +3%
RC
540
Roundview Capital
New Jersey
$4.45M +$115K +522 +3%
BWG
541
Balanced Wealth Group
Ohio
$4.41M -$84.1K -383 -2%
ASN
542
Advisory Services Network
Georgia
$4.39M -$273K -1,242 -6%
TWM
543
Thrive Wealth Management
Pennsylvania
$4.37M +$87.8K +400 +2%
CSPIA
544
Cary Street Partners Investment Advisory
Virginia
$4.36M -$127K -577 -3%
WA
545
WP Advisors
California
$4.34M +$110K +499 +3%
JE
546
JMAC Enterprises
Pennsylvania
$4.32M +$47.2K +215 +1%
ADL
547
Asset Dedication LLC
California
$4.3M +$1.32K +6 +0%
D.E. Shaw & Co
548
D.E. Shaw & Co
New York
$4.3M +$4.33M +19,726 New
BFP
549
Beacon Financial Planning
Massachusetts
$4.3M +$246K +1,119 +6%
Mackenzie Financial
550
Mackenzie Financial
Ontario, Canada
$4.27M +$1.1K +5 +0%