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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
601
Silver Oak Securities
Tennessee
$2.22M -$1.11M -5,896 -33%
BAMG
602
Brand Asset Management Group
Missouri
$2.22M -$54.9K -291 -2%
DWM
603
Dakota Wealth Management
Florida
$2.22M -$51.4K -272 -2%
MWM
604
Meridian Wealth Management
Kentucky
$2.19M -$160K -846 -6%
SC
605
Stephens Consulting
Michigan
$2.18M +$177K +939 +8%
SC
606
Sepio Capital
Utah
$2.18M -$1.32K -7 -0.1%
MIS
607
Morningstar Investment Services
Illinois
$2.18M -$176K -933 -7%
MFT
608
Moisand Fitzgerald Tamayo
Florida
$2.17M -$111K -587 -4%
EBWM
609
Eagle Bluffs Wealth Management
Missouri
$2.17M +$97.2K +515 +4%
IWM
610
IHT Wealth Management
Illinois
$2.17M +$684K +3,624 +40%
GIM
611
Goelzer Investment Management
Indiana
$2.15M +$862K +4,568 +57%
RWP
612
Revolve Wealth Partners
New Jersey
$2.15M +$21.5K +114 +0.9%
EDRH
613
Edmond de Rothschild Holding
Switzerland
$2.14M
WP
614
WealthSource Partners
California
$2.13M +$780K +4,133 +50%
CIA
615
Compass Ion Advisors
Pennsylvania
$2.13M -$12.7K -67 -0.5%
Vontobel Holding
616
Vontobel Holding
Switzerland
$2.12M +$2.34M +12,400 New
AWAP
617
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.12M +$63.2K +335 +3%
IBOK
618
Independence Bank of Kentucky
Kentucky
$2.1M -$11K -58 -0.5%
LF
619
Lee Financial
Texas
$2.1M +$9.44K +50 +0.4%
JJBC
620
James J. Burns & Company
New York
$2.1M +$2.32M +12,290 New
AWM
621
Apollon Wealth Management
South Carolina
$2.09M -$230K -1,217 -9%
OCM
622
Objective Capital Management
Ohio
$2.09M +$149K +791 +7%
SWM
623
SigFig Wealth Management
California
$2.08M +$125K +663 +6%
BFG
624
Beacon Financial Group
Texas
$2.06M +$13K +69 +0.6%
BG
625
Benedetti & Gucer
Georgia
$2.06M -$12.5K -66 -0.5%