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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Clune & Associates
Illinois
$3.53M +$87K +390 +3%
SWP
677
Summit Wealth Partners
Florida
$3.51M -$218K -977 -6%
FAP
678
Financial Advisory Partners
Florida
$3.51M +$79.9K +358 +2%
MOS
679
MGO One Seven
Ohio
$3.51M +$321K +1,438 +11%
FHA
680
First Horizon Advisors
Tennessee
$3.5M -$54.4K -244 -2%
PFG
681
PAX Financial Group
Texas
$3.5M -$68.9K -309 -2%
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$3.5M -$135K -606 -4%
GJIA
683
Glass Jacobson Investment Advisors
Maryland
$3.49M +$96.8K +434 +3%
LWM
684
LongView Wealth Management
Georgia
$3.48M -$1.58M -7,097 -33%
BC
685
Barrett & Company
Rhode Island
$3.46M +$470K +2,105 +17%
KSWA
686
Kathleen S. Wright Associates
Pennsylvania
$3.46M -$8.92K -40 -0.3%
VBFP
687
Valtinson Bruner Financial Planning
Minnesota
$3.45M +$629K +2,819 +24%
GWM
688
Greenwich Wealth Management
Connecticut
$3.45M -$7.81K -35 -0.2%
FHB
689
First Hawaiian Bank
Hawaii
$3.45M +$1.11M +4,996 +52%
SF
690
Synovus Financial
Georgia
$3.43M +$34.4K +154 +1%
YIM
691
Yoffe Investment Management
Pennsylvania
$3.43M – – –
AWA
692
Acorn Wealth Advisors
Michigan
$3.4M +$234K +1,049 +8%
RG
693
Rathbones Group
United Kingdom
$3.39M – – –
PBF
694
Petix & Botte Financial
California
$3.37M -$58.5K -262 -2%
PNAA
695
Pictet North America Advisors
Switzerland
$3.36M -$3.75M -16,808 -54%
GLA
696
Great Lakes Advisors
Illinois
$3.36M -$393K -1,763 -11%
IIC
697
Ironwood Investment Counsel
Arizona
$3.36M -$34.1K -153 -1%
MWP
698
MYCIO Wealth Partners
Pennsylvania
$3.35M +$55.1K +247 +2%
DWM
699
Dakota Wealth Management
Florida
$3.34M -$23.4K -105 -0.7%
RWM
700
Refined Wealth Management
Utah
$3.34M +$81K +363 +3%