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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
576
Haverford Trust Company
Pennsylvania
$2.34M -$55K -261 -2%
MAM
577
McLean Asset Management
Virginia
$2.32M -$378K -1,796 -15%
CFP
578
Curran Financial Partners
South Carolina
$2.31M +$261K +1,240 +13%
CFO
579
Collective Family Office
Pennsylvania
$2.31M +$57.3K +272 +3%
SSWM
580
Smith Salley Wealth Management
North Carolina
$2.29M +$2.25M +10,683 New
IA
581
IFP Advisors
Florida
$2.29M +$315K +1,493 +16%
RC
582
Roundview Capital
New Jersey
$2.29M +$318K +1,508 +16%
KFGK
583
Keystone Financial Group (Kentucky)
Kentucky
$2.29M +$560K +2,658 +33%
OGC
584
Oak Grove Capital
New Hampshire
$2.28M -$548K -2,600 -20%
IC
585
IEQ Capital
California
$2.25M +$2.21M +10,499 New
BCM
586
BTC Capital Management
Iowa
$2.25M – – –
SCA
587
Snowden Capital Advisors
New York
$2.23M -$5.06K -24 -0.2%
FA
588
FDx Advisors
Illinois
$2.22M -$172K -818 -7%
VCM
589
Virtue Capital Management
Tennessee
$2.22M +$2.18M +10,360 New
MWM
590
MBE Wealth Management
Wisconsin
$2.21M +$2.18M +10,342 New
WFA
591
Wade Financial Advisory
California
$2.21M -$7.16K -34 -0.3%
SFPM
592
Sensible Financial Planning & Management
Massachusetts
$2.2M +$260K +1,232 +14%
FNT
593
First National Trust
Pennsylvania
$2.18M -$24.6K -117 -1%
EAM
594
Evanson Asset Management
California
$2.17M -$45.1K -214 -2%
VFG
595
V2 Financial group
Illinois
$2.17M +$451K +2,142 +27%
RIG
596
Ramiah Investment Group
Wisconsin
$2.14M +$151K +718 +8%
BG
597
Benedetti & Gucer
Georgia
$2.14M +$2.1M +9,980 New
PFG
598
PAX Financial Group
Texas
$2.13M -$354K -1,681 -14%
RWA
599
Ropes Wealth Advisors
Massachusetts
$2.12M -$79K -375 -4%
AWM
600
Apollon Wealth Management
South Carolina
$2.11M +$905K +4,297 +77%