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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
LongView Wealth Management
Georgia
$5.22M +$134K +544 +3%
SQA
552
Simon Quick Advisors
New Jersey
$5.18M +$48K +195 +0.9%
SPC
553
Sigma Planning Corp
Michigan
$5.16M +$190K +773 +4%
EFS
554
Essex Financial Services
Connecticut
$5.14M +$211K +857 +4%
SAI
555
Savvy Advisors Inc
New York
$5.14M +$3.23M +13,135 +159%
WIM
556
Waycross Investment Management
Washington
$5.11M +$281K +1,144 +6%
GBT
557
Grove Bank & Trust
Florida
$5.11M -$136K -553 -3%
BWG
558
Balanced Wealth Group
Ohio
$5.09M +$12.3K +50 +0.2%
WBCM
559
Wilson & Boucher Capital Management
California
$5.09M +$130K +530 +3%
SSB
560
Sandy Spring Bank
Maryland
$5.07M +$32K +130 +0.6%
JRFS
561
James Reed Financial Services
Ohio
$5.06M +$5.19M +21,073 New
WSFS
562
Wilmington Savings Fund Society
Delaware
$5.04M +$572K +2,326 +12%
WPW
563
Waldron Private Wealth
Pennsylvania
$5.04M +$55.1K +224 +1%
TRCT
564
Tower Research Capital (TRC)
New York
$5.04M +$5.16M +20,971 New
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$5.03M -$26.3K -107 -0.5%
NOI
566
Newton One Investments
Delaware
$5.02M -$17.5K -71 -0.3%
SHF
567
Stage Harbor Financial
Massachusetts
$4.98M +$26.1K +106 +0.5%
ACA
568
Aptus Capital Advisors
Alabama
$4.97M +$884K +3,591 +21%
WTB
569
Washington Trust Bank
Washington
$4.97M +$806K +3,275 +19%
DWAM
570
Duncan Williams Asset Management
Tennessee
$4.91M +$4.48M +18,197 +818%
MWA
571
Martel Wealth Advisors
Washington
$4.9M -$210K -852 -4%
IA
572
IFG Advisors
Missouri
$4.88M +$121K +493 +2%
FI
573
Financial Insights
Washington
$4.87M +$128K +522 +3%
APC
574
Aspire Private Capital
North Carolina
$4.87M +$50.4K +205 +1%
KFGK
575
Keystone Financial Group (Kentucky)
Kentucky
$4.86M +$134K +545 +3%