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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
676
Tanager Wealth Management
United Kingdom
$2.3M -$196K -1,039 -8%
ME
677
McIlrath & Eck
Washington
$2.3M +$476K +2,517 +28%
CA
678
CoreCap Advisors
Michigan
$2.3M +$2.18M +11,559 New
AWA
679
Acorn Wealth Advisors
Michigan
$2.3M +$3.4K +18 +0.2%
BMM
680
Berkshire Money Management
Massachusetts
$2.29M -$114K -603 -5%
GJIA
681
Glass Jacobson Investment Advisors
Maryland
$2.28M +$2.17M +11,465 New
Vontobel Holding
682
Vontobel Holding
Switzerland
$2.28M -$107K -565 -5%
BFG
683
Beacon Financial Group
Texas
$2.28M -$3.21K -17 -0.1%
CWM
684
Calamos Wealth Management
Illinois
$2.27M +$25.3K +134 +1%
IBOK
685
Independence Bank of Kentucky
Kentucky
$2.27M -$11.3K -60 -0.5%
FUBT
686
First United Bank & Trust
Maryland
$2.27M +$223K +1,180 +12%
GLLW
687
Graves Light Lenhart Wealth
Virginia
$2.27M
RWA
688
Ropes Wealth Advisors
Massachusetts
$2.27M +$194K +1,028 +10%
SC
689
Stephens Consulting
Michigan
$2.27M -$67.7K -358 -3%
WI
690
Wintrust Investments
Illinois
$2.27M -$945 -5 -0%
FA
691
Forefront Analytics
Pennsylvania
$2.26M +$8.5K +45 +0.4%
WTB
692
Washington Trust Bank
Washington
$2.25M -$144K -761 -6%
SFG
693
Sage Financial Group
Pennsylvania
$2.25M +$208K +1,103 +11%
BRM
694
Boston Research & Management
Massachusetts
$2.24M -$34K -180 -2%
AWM
695
Apollon Wealth Management
South Carolina
$2.2M -$153K -811 -7%
BWM
696
Brickley Wealth Management
California
$2.2M -$51.8K -274 -2%
HFAS
697
Hummer Financial Advisory Services
Illinois
$2.19M
NFP
698
Narus Financial Partners
Utah
$2.18M +$22.7K +120 +1%
SPIO
699
Seven Post Investment Office
California
$2.17M
TIM
700
Tortoise Investment Management
New York
$2.17M -$84.3K -446 -4%