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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
Ropes Wealth Advisors
Massachusetts
$2.15M +$30K +135 +1%
DWP
602
Destiny Wealth Partners
Florida
$2.15M +$16.9K +76 +0.8%
SFPM
603
Sensible Financial Planning & Management
Massachusetts
$2.15M +$47.8K +215 +2%
ACI
604
Alpha Cubed Investments
California
$2.14M +$55.8K +251 +3%
NEGWA
605
New England Guild Wealth Advisors
Connecticut
$2.13M -$2.44K -11 -0.1%
MAM
606
McLean Asset Management
Virginia
$2.12M -$238K -1,070 -10%
FAIM
607
Financial Advocates Investment Management
Washington
$2.12M +$52.9K +238 +3%
RI
608
Ridgewood Investments
New Jersey
$2.11M +$70.9K +319 +3%
FHA
609
First Horizon Advisors
Tennessee
$2.1M +$924K +4,156 +76%
AWM
610
Apollon Wealth Management
South Carolina
$2.09M +$259K +1,165 +14%
TIM
611
Tortoise Investment Management
New York
$2.07M +$121K +545 +6%
TFO
612
Tarbox Family Office
California
$2.07M – – –
SAF
613
Smith Anglin Financial
Texas
$2.06M +$51.4K +231 +3%
GIA
614
Gladstone Institutional Advisory
Florida
$2.04M +$1.58M +7,088 +314%
GLA
615
Great Lakes Advisors
Illinois
$2.04M +$49.1K +221 +2%
BAMG
616
Brand Asset Management Group
Missouri
$2.03M +$2K +9 +0.1%
FTUS
617
Flow Traders U.S.
New York
$2.03M +$2.06M +9,264 New
CWMU
618
Caliber Wealth Management (Utah)
Utah
$2.02M +$115K +517 +6%
CRI
619
Colonial River Investments
Virginia
$2.02M +$1.72M +7,736 +674%
HH
620
Hilltop Holdings
Texas
$2.02M +$1.67M +7,507 +440%
CM
621
Columbus Macro
Pennsylvania
$2.01M – – –
B
622
Bailard
California
$2.01M -$11.1K -50 -0.5%
CFA
623
Carroll Financial Associates
North Carolina
$2.01M -$48.5K -218 -2%
AIM
624
Anchor Investment Management
South Carolina
$2.01M -$144K -646 -7%
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$2M – – –