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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
576
Aspire Private Capital
North Carolina
$4.99M -$693K -2,796 -12%
SHF
577
Stage Harbor Financial
Massachusetts
$4.99M +$9.67K +39 +0.2%
LSWP
578
Liberty Square Wealth Partners
Pennsylvania
$4.98M -$1.38M -5,563 -22%
JAFL
579
Jay A. Fishman Ltd
Michigan
$4.97M -$1.5M -6,065 -24%
QIM
580
Quest Investment Management
Oregon
$4.95M -$217K -876 -4%
MCM
581
Manchester Capital Management
Vermont
$4.94M -$1.38M -5,576 -22%
FMC
582
First Merchants Corp
Indiana
$4.94M -$189K -761 -4%
CWM
583
Cornerstone Wealth Management
Missouri
$4.94M +$140K +565 +3%
PFA
584
Pathway Financial Advisors
Vermont
$4.93M
WT
585
Washington Trust
Rhode Island
$4.92M +$6.7K +27 +0.1%
VBFP
586
Valtinson Bruner Financial Planning
Minnesota
$4.9M +$1.17M +4,706 +32%
XF
587
XML Financial
Maryland
$4.9M +$3.4M +13,705 +247%
MWA
588
Martel Wealth Advisors
Washington
$4.88M -$155K -623 -3%
AAA
589
American Alpha Advisors
New York
$4.88M -$9.67K -39 -0.2%
BAMG
590
Brand Asset Management Group
Missouri
$4.87M +$122K +491 +3%
GG
591
Gleason Group
Kentucky
$4.86M +$2.48K +10 +0.1%
ASN
592
Advisory Services Network
Georgia
$4.86M +$66.2K +267 +1%
BWG
593
Balanced Wealth Group
Ohio
$4.85M -$2.73K -11 -0.1%
PNAA
594
Pictet North America Advisors
Switzerland
$4.81M +$1.18M +4,743 +33%
PL
595
Plancorp LLC
Missouri
$4.81M -$124K -502 -3%
RWM
596
Ritholtz Wealth Management
New York
$4.8M -$109K -439 -2%
SL
597
Salomon & Ludwin
Virginia
$4.77M -$212K -856 -4%
CFG
598
Carr Financial Group
Massachusetts
$4.75M +$728K +2,935 +19%
MWM
599
McNaughton Wealth Management
California
$4.72M -$68.4K -276 -1%
BlackRock
600
BlackRock
New York
$4.72M +$2.7M +10,872 +142%