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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
626
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.35M +$80.6K +435 +4%
LWP
627
Laurel Wealth Planning
Minnesota
$2.35M -$141K -763 -6%
TWM
628
Tanager Wealth Management
United Kingdom
$2.34M +$2.09M +11,268 +767%
SQA
629
Simon Quick Advisors
New Jersey
$2.34M -$74.7K -403 -3%
RWP
630
Revolve Wealth Partners
New Jersey
$2.34M +$26.3K +142 +1%
EWM
631
Evermay Wealth Management
Virginia
$2.33M +$664K +3,584 +39%
HCMT
632
Highland Capital Management (Tennessee)
Tennessee
$2.33M +$202K +1,091 +9%
SFA
633
Sequoia Financial Advisors
Ohio
$2.32M +$587K +3,169 +33%
GL
634
Graypoint LLC
New York
$2.32M -$74.7K -403 -3%
WF
635
Welch & Forbes
Massachusetts
$2.32M -$133K -715 -5%
AFP
636
Ausdal Financial Partners
Iowa
$2.31M -$1.02M -5,515 -30%
IFAM
637
Institutional & Family Asset Management
Colorado
$2.3M -$144K -779 -6%
WF
638
Warner Financial
Maryland
$2.3M +$201K +1,083 +9%
EBWM
639
Eagle Bluffs Wealth Management
Missouri
$2.3M -$33.2K -179 -1%
LC
640
Lindbrook Capital
California
$2.29M +$1.17M +6,295 +101%
EDRH
641
Edmond de Rothschild Holding
Switzerland
$2.29M – – –
PCA
642
Prosperity Capital Advisors
Ohio
$2.29M +$2.32M +12,499 New
WP
643
WealthSource Partners
California
$2.29M -$4.82K -26 -0.2%
MFT
644
Moisand Fitzgerald Tamayo
Florida
$2.28M -$53K -286 -2%
NFG
645
Nations Financial Group
Iowa
$2.28M +$392K +2,113 +20%
SWM
646
SigFig Wealth Management
California
$2.27M +$84.1K +454 +4%
SC
647
Sepio Capital
Utah
$2.27M -$66.9K -361 -3%
CIA
648
Compass Ion Advisors
Pennsylvania
$2.26M -$22.1K -119 -1%
DC
649
Davenport & Co
Virginia
$2.26M +$122K +660 +6%
BAMG
650
Brand Asset Management Group
Missouri
$2.25M -$134K -724 -6%