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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFP Advisors
Florida
$2.92M +$1.32K +7 +0%
AG
602
Ascent Group
Virginia
$2.92M -$714K -3,779 -21%
GCA
603
Gradient Capital Advisors
California
$2.9M -$5.48K -29 -0.2%
CWC
604
Carolinas Wealth Consulting
North Carolina
$2.89M +$119K +631 +5%
AI
605
Accredited Investors
Minnesota
$2.87M -$15.5K -82 -0.6%
GSIS
606
Global Strategic Investment Solutions
Arizona
$2.85M -$131K -691 -5%
DWM
607
Dakota Wealth Management
Florida
$2.84M -$94.9K -502 -3%
LSAG
608
Lake Street Advisors Group
New Hampshire
$2.82M -$22.9K -121 -0.8%
GPWA
609
Great Point Wealth Advisors
Massachusetts
$2.82M +$4.16K +22 +0.2%
SF
610
Synovus Financial
Georgia
$2.82M +$25.9K +137 +1%
BIM
611
Bridges Investment Management
Nebraska
$2.79M – – –
PFM
612
Phillips Financial Management
Indiana
$2.79M -$13.6K -72 -0.5%
CAMG
613
CWA Asset Management Group
Florida
$2.79M -$355K -1,880 -12%
MF
614
Meridian Financial
Massachusetts
$2.79M -$4.35K -23 -0.2%
ONSWM
615
Old North State Wealth Management
North Carolina
$2.78M -$78.6K -416 -3%
MWM
616
Meridian Wealth Management
Kentucky
$2.77M +$55.6K +294 +2%
WFA
617
Wade Financial Advisory
California
$2.76M -$29.9K -158 -1%
SWA
618
SOA Wealth Advisors
New York
$2.75M -$163K -861 -6%
FRA
619
Frank Rimerman Advisors
California
$2.75M -$28.9K -153 -1%
CWM
620
Cranbrook Wealth Management
Michigan
$2.74M -$183K -966 -7%
AA
621
Alesco Advisors
New York
$2.74M – – –
BFA
622
Bragg Financial Advisors
North Carolina
$2.72M -$86.7K -459 -3%
WJWM
623
Williams Jones Wealth Management
New York
$2.72M -$74.8K -396 -3%
RFP
624
Roth Financial Partners
Texas
$2.71M -$24.6K -130 -0.9%
CI
625
Conning Inc
Connecticut
$2.71M – – –