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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
576
Roundview Capital
New Jersey
$2.8M +$137K +709 +5%
DWM
577
Dakota Wealth Management
Florida
$2.8M +$346K +1,785 +14%
CWM
578
Cranbrook Wealth Management
Michigan
$2.79M -$407K -2,100 -12%
SWA
579
SOA Wealth Advisors
New York
$2.79M +$2.52K +13 +0.1%
WWC
580
Waypoint Wealth Counsel
Georgia
$2.78M -$275K -1,418 -9%
TMWM
581
Taylor & Morgan Wealth Management
Michigan
$2.78M +$1.36K +7 +0%
GCA
582
Gradient Capital Advisors
California
$2.77M -$53.7K -277 -2%
Prudential Financial
583
Prudential Financial
New Jersey
$2.75M -$89.6K -462 -3%
AI
584
Accredited Investors
Minnesota
$2.75M -$70.6K -364 -2%
CI
585
Cordant Inc
Oregon
$2.74M -$149K -767 -5%
BKA
586
Brick & Kyle Associates
Pennsylvania
$2.74M -$4.85K -25 -0.2%
LFG
587
Larson Financial Group
Missouri
$2.73M +$747K +3,853 +36%
ONSWM
588
Old North State Wealth Management
North Carolina
$2.73M +$7.76K +40 +0.3%
WF
589
Welch & Forbes
Massachusetts
$2.72M +$337K +1,737 +14%
LSAG
590
Lake Street Advisors Group
New Hampshire
$2.71M +$835K +4,307 +43%
BFP
591
Beacon Financial Planning
Massachusetts
$2.69M +$134K +689 +5%
GPWA
592
Great Point Wealth Advisors
Massachusetts
$2.69M
SWM
593
Soundmark Wealth Management
Washington
$2.68M +$496K +2,557 +22%
PFM
594
Phillips Financial Management
Indiana
$2.68M -$25.8K -133 -0.9%
BFA
595
Bragg Financial Advisors
North Carolina
$2.68M -$42.7K -220 -2%
BIM
596
Bridges Investment Management
Nebraska
$2.66M -$31K -160 -1%
WJWM
597
Williams Jones Wealth Management
New York
$2.66M +$2.13K +11 +0.1%
MF
598
Meridian Financial
Massachusetts
$2.66M
SF
599
Synovus Financial
Georgia
$2.66M +$83.2K +429 +3%
WFA
600
Wade Financial Advisory
California
$2.66M -$246K -1,270 -8%