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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
626
One Capital Management
California
$5.54M – – –
GG
627
Gleason Group
Kentucky
$5.53M -$291K -1,017 -5%
MWA
628
Martel Wealth Advisors
Washington
$5.51M -$329K -1,149 -6%
LAM
629
Lynch Asset Management
Pennsylvania
$5.5M – – –
CAP
630
Cordoba Advisory Partners
New York
$5.48M +$127K +442 +3%
SIS
631
Strategic Investment Solutions
Illinois
$5.48M +$396K +1,383 +8%
KeyBank National Association
632
KeyBank National Association
Ohio
$5.46M +$650K +2,267 +14%
PCIA
633
Prime Capital Investment Advisors
Kansas
$5.45M +$350K +1,220 +7%
AWA
634
Arkadios Wealth Advisors
Georgia
$5.45M -$263K -916 -5%
CWM
635
Cooke Wealth Management
California
$5.44M -$163K -568 -3%
CB
636
Chris Bulman
California
$5.44M -$94.9K -331 -2%
ODIJL
637
One Day In July LLC
Vermont
$5.42M -$3.44K -12 -0.1%
BC
638
Barrett & Company
Rhode Island
$5.41M +$140K +489 +3%
WPW
639
Waldron Private Wealth
Pennsylvania
$5.41M +$318K +1,110 +7%
AF
640
Align Financial
Minnesota
$5.4M -$33.5K -117 -0.7%
MAG
641
Mokosak Advisory Group
Iowa
$5.36M -$174K -607 -3%
JAFL
642
Jay A. Fishman Ltd
Michigan
$5.36M -$229K -800 -4%
IA
643
IF Advisors
Texas
$5.36M +$47.3K +165 +0.9%
FFA
644
Frazier Financial Advisors
Ohio
$5.36M +$179K +625 +4%
PL
645
Plancorp LLC
Missouri
$5.33M -$287K -1,002 -5%
VBFP
646
Valtinson Bruner Financial Planning
Minnesota
$5.32M -$24.9K -87 -0.5%
RFO
647
RiverGlades Family Offices
Florida
$5.3M -$232K -810 -4%
VAM
648
Virtue Asset Management
Illinois
$5.26M +$202K +705 +4%
AWM
649
AE Wealth Management
Kansas
$5.24M +$270K +943 +6%
CIA
650
Compass Ion Advisors
Pennsylvania
$5.23M -$631K -2,203 -11%