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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
601
Beacon Financial Planning
Massachusetts
$3.62M -$27.2K -141 -0.8%
SSB
602
Sandy Spring Bank
Maryland
$3.62M +$537K +2,789 +20%
MG
603
Mather Group
Illinois
$3.6M +$131K +678 +4%
RFA
604
RTD Financial Advisors
Pennsylvania
$3.59M -$205K -1,064 -6%
PA
605
PFG Advisors
Arizona
$3.58M -$679K -3,522 -17%
Mackenzie Financial
606
Mackenzie Financial
Ontario, Canada
$3.56M -$112K -580 -3%
FAP
607
Financial Advisory Partners
Florida
$3.56M +$196K +1,018 +7%
WA
608
Wealth Alliance
New York
$3.54M -$23.5K -122 -0.7%
MFG
609
Magnus Financial Group
New York
$3.51M -$117K -608 -4%
ML
610
Mayport LLC
Massachusetts
$3.5M +$1.3M +6,771 +70%
MA
611
MONECO Advisors
Connecticut
$3.49M +$1.5M +7,774 +90%
IIC
612
Ironwood Investment Counsel
Arizona
$3.49M -$94.4K -490 -3%
GL
613
Graypoint LLC
New York
$3.49M +$228K +1,184 +8%
PWM
614
Paulson Wealth Management
Illinois
$3.47M -$36.4K -189 -1%
CA
615
Claro Advisors
Massachusetts
$3.42M +$28.1K +146 +0.9%
KTA
616
Keeley-Teton Advisors
Illinois
$3.41M +$193 +1 +0%
IFG
617
Independent Financial Group
California
$3.39M +$643K +3,337 +27%
KPWG
618
KFA Private Wealth Group
Virginia
$3.39M +$247K +1,281 +9%
WPW
619
Waldron Private Wealth
Pennsylvania
$3.38M – – –
ODIJL
620
One Day In July LLC
Vermont
$3.37M +$296K +1,538 +11%
SB
621
Simmons Bank
Arkansas
$3.36M -$347K -1,799 -10%
MWP
622
MYCIO Wealth Partners
Pennsylvania
$3.36M +$6.55K +34 +0.2%
CPRC
623
Consolidated Portfolio Review Corp
New York
$3.34M -$54.3K -282 -2%
MCWS
624
McKinley Carter Wealth Services
West Virginia
$3.33M +$520K +2,700 +21%
BW
625
BIP Wealth
Georgia
$3.32M +$113K +588 +4%