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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
601
Destiny Wealth Partners
Florida
$2.2M +$693K +3,129 +47%
BHIC
602
Bassett Hargrove Investment Counsel
Delaware
$2.19M +$2.16M +9,740 New
RWA
603
Ropes Wealth Advisors
Massachusetts
$2.19M – – –
IWM
604
IHT Wealth Management
Illinois
$2.18M +$482K +2,177 +29%
PWA
605
Peterson Wealth Advisors
Utah
$2.18M +$142K +641 +7%
GCP
606
Gill Capital Partners
Colorado
$2.17M +$656K +2,962 +44%
SFPM
607
Sensible Financial Planning & Management
Massachusetts
$2.17M -$149K -672 -7%
ACI
608
Alpha Cubed Investments
California
$2.15M +$47.2K +213 +2%
TFO
609
Tarbox Family Office
California
$2.13M +$94K +424 +5%
FAIM
610
Financial Advocates Investment Management
Washington
$2.13M -$581K -2,620 -22%
PFG
611
PAX Financial Group
Texas
$2.12M -$116K -525 -5%
CFA
612
Carroll Financial Associates
North Carolina
$2.12M +$78.5K +354 +4%
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$2.1M +$203K +917 +11%
SC
614
Schoolcraft Capital
Colorado
$2.1M -$70.9K -320 -3%
RI
615
Ridgewood Investments
New Jersey
$2.1M -$27.5K -124 -1%
BAMG
616
Brand Asset Management Group
Missouri
$2.09M +$2.44K +11 +0.1%
B
617
Bailard
California
$2.08M +$56.3K +254 +3%
SAF
618
Smith Anglin Financial
Texas
$2.08M -$65.8K -297 -3%
CM
619
Columbus Macro
Pennsylvania
$2.07M -$7.76K -35 -0.4%
Luther King Capital Management (LKCM)
620
Luther King Capital Management (LKCM)
Texas
$2.07M – – –
TA
621
TrueWealth Advisors
Alabama
$2.07M +$212K +956 +12%
FNBT
622
FineMark National Bank & Trust
Florida
$2.06M +$371K +1,673 +22%
SPIO
623
Seven Post Investment Office
California
$2.05M – – –
GLA
624
Great Lakes Advisors
Illinois
$2.05M +$58.1K +262 +3%
CFA
625
Cahill Financial Advisors
Minnesota
$2.04M -$172K -777 -8%