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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
676
IHT Wealth Management
Illinois
$2.01M -$101K -480 -5%
TFO
677
Tarbox Family Office
California
$2.01M -$89.3K -424 -4%
SAF
678
Smith Anglin Financial
Texas
$2.01M +$3.79K +18 +0.2%
DCM
679
Dimension Capital Management
Florida
$2M -$349K -1,659 -15%
MAM
680
McLean Asset Management
Virginia
$1.99M +$42.1K +200 +2%
NFG
681
Nations Financial Group
Iowa
$1.98M +$372K +1,769 +23%
WAP
682
Wealthcare Advisory Partners
Pennsylvania
$1.98M -$469K -2,227 -19%
T
683
TCWP
Ohio
$1.96M -$2.03M -9,637 -51%
RIG
684
Roosevelt Investment Group
New York
$1.96M -$1.64M -7,802 -46%
WI
685
Wintrust Investments
Illinois
$1.96M -$26.1K -124 -1%
SFWC
686
Strategic Family Wealth Counselors
New Jersey
$1.96M +$172K +819 +10%
H6H
687
Hightower 6M Holding
Kansas
$1.96M +$1.94M +9,214 New
CM
688
Columbus Macro
Pennsylvania
$1.95M
CA
689
Claro Advisors
Massachusetts
$1.95M
WP
690
WealthSource Partners
California
$1.94M +$183K +868 +10%
DWP
691
Destiny Wealth Partners
Florida
$1.94M
SWM
692
Spire Wealth Management
Virginia
$1.93M -$370K -1,759 -16%
BHIC
693
Bassett Hargrove Investment Counsel
Delaware
$1.93M -$156K -739 -8%
CFA
694
CWS Financial Advisors
Michigan
$1.93M +$274K +1,300 +17%
GAM
695
Grandview Asset Management
Pennsylvania
$1.93M -$31.8K -151 -2%
ACI
696
Alpha Cubed Investments
California
$1.92M -$463K -2,198 -20%
CA
697
CoreCap Advisors
Michigan
$1.92M +$308K +1,463 +19%
B
698
Bailard
California
$1.92M -$21.3K -101 -1%
PFG
699
Pinnacle Financial Group
Illinois
$1.91M -$47.6K -226 -2%
IAN
700
Integrated Advisors Network
Texas
$1.9M -$134K -637 -7%