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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Bay Harbor Wealth Management
Maryland
$4.59M -$98.8K -365 -2%
UBV
652
United Bank (Virginia)
Virginia
$4.57M -$230K -851 -5%
LOWM
653
Laurel Oak Wealth Management
New Jersey
$4.55M +$35.2K +130 +0.8%
KWM
654
Kingsview Wealth Management
Oregon
$4.55M +$578K +2,136 +14%
BC
655
Barrett & Company
Rhode Island
$4.55M -$34.9K -129 -0.7%
HTWM
656
Hartmann Taylor Wealth Management
Texas
$4.51M +$60.1K +222 +1%
KF
657
Krilogy Financial
Missouri
$4.5M -$128K -472 -3%
MOS
658
MGO One Seven
Ohio
$4.48M +$8.93K +33 +0.2%
FFA
659
Frazier Financial Advisors
Ohio
$4.47M -$45.7K -169 -1%
BL
660
Balentine LLC
Georgia
$4.46M -$17K -63 -0.4%
WSA
661
Wealth Science Advisors
Georgia
$4.45M – – –
LWM
662
LongView Wealth Management
Georgia
$4.44M -$614K -2,270 -12%
CFA
663
CWS Financial Advisors
Michigan
$4.43M +$11.1K +41 +0.2%
MG
664
Mather Group
Illinois
$4.42M +$93.4K +345 +2%
CAM
665
Columbia Asset Management
Michigan
$4.42M +$759K +2,805 +20%
PCIA
666
Prime Capital Investment Advisors
Kansas
$4.39M -$15.4K -57 -0.3%
WPW
667
Waldron Private Wealth
Pennsylvania
$4.38M -$934K -3,453 -17%
RSWM
668
Robertson Stephens Wealth Management
California
$4.38M -$87.1K -322 -2%
SIS
669
Strategic Investment Solutions
Illinois
$4.38M +$258K +952 +6%
TFS
670
Thoroughbred Financial Services
Tennessee
$4.37M +$50.1K +185 +1%
EAM
671
Evanson Asset Management
California
$4.37M +$137K +505 +3%
VAM
672
Virtue Asset Management
Illinois
$4.36M +$52.2K +193 +1%
FAP
673
Financial Advisory Partners
Florida
$4.35M +$305K +1,127 +7%
WTB
674
Washington Trust Bank
Washington
$4.34M -$1.37M -5,062 -23%
ML
675
Mayport LLC
Massachusetts
$4.33M +$150K +553 +3%