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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
626
Lynch Asset Management
Pennsylvania
$4.67M
EPW
627
Endeavor Private Wealth
Kansas
$4.67M +$211K +824 +5%
UBS AM
628
UBS AM
Illinois
$4.67M +$4.63M +18,091 New
MAG
629
Mokosak Advisory Group
Iowa
$4.63M +$151K +591 +3%
BHWM
630
Bay Harbor Wealth Management
Maryland
$4.61M -$11.5K -45 -0.3%
WF
631
Warner Financial
Maryland
$4.61M +$43.8K +171 +1%
CWM
632
Calamos Wealth Management
Illinois
$4.61M
AWA
633
Arkadios Wealth Advisors
Georgia
$4.6M +$2.18M +8,513 +91%
CC
634
Courier Capital
New York
$4.6M +$32.8K +128 +0.7%
BFS
635
BridgePort Financial Solutions
Iowa
$4.58M -$126K -491 -3%
ODIJL
636
One Day In July LLC
Vermont
$4.56M +$70.7K +276 +2%
VW
637
Veridan Wealth
Oregon
$4.56M +$52.3K +204 +1%
KF
638
Krilogy Financial
Missouri
$4.54M +$649K +2,535 +18%
AMBIA
639
Allen Mooney & Barnes Investment Advisors
Georgia
$4.53M +$191K +746 +4%
WA
640
Wealth Alliance
New York
$4.52M -$106K -414 -2%
BC
641
Barrett & Company
Rhode Island
$4.51M -$36.1K -141 -0.8%
FTUS
642
Flow Traders U.S.
New York
$4.5M -$24.8M -96,839 -85%
COI
643
Connable Office Inc
Michigan
$4.48M +$66.9K +261 +2%
IA
644
IF Advisors
Texas
$4.47M +$4.44M +17,326 New
WSA
645
Wealth Science Advisors
Georgia
$4.45M +$4.42M +17,270 New
FWS
646
FinDec Wealth Services
California
$4.45M -$248K -968 -5%
LOWM
647
Laurel Oak Wealth Management
New Jersey
$4.45M +$4.42M +17,254 New
CWL
648
Causey Wealth LLC
Colorado
$4.44M -$163K -637 -4%
FFA
649
Frazier Financial Advisors
Ohio
$4.44M -$61.2K -239 -1%
S
650
SignatureFD
Georgia
$4.44M -$97.1K -379 -2%