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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
676
Summit Wealth Partners
Florida
$3.51M -$218K -977 -6%
FAP
677
Financial Advisory Partners
Florida
$3.51M +$79.9K +358 +2%
MOS
678
MGO One Seven
Ohio
$3.51M +$321K +1,438 +11%
FHA
679
First Horizon Advisors
Tennessee
$3.5M -$54.4K -244 -2%
PFG
680
PAX Financial Group
Texas
$3.5M -$68.9K -309 -2%
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$3.5M -$135K -606 -4%
GJIA
682
Glass Jacobson Investment Advisors
Maryland
$3.49M +$96.8K +434 +3%
LWM
683
LongView Wealth Management
Georgia
$3.48M -$1.58M -7,097 -33%
BC
684
Barrett & Company
Rhode Island
$3.46M +$470K +2,105 +17%
KSWA
685
Kathleen S. Wright Associates
Pennsylvania
$3.46M -$8.92K -40 -0.3%
VBFP
686
Valtinson Bruner Financial Planning
Minnesota
$3.45M +$629K +2,819 +24%
GWM
687
Greenwich Wealth Management
Connecticut
$3.45M -$7.81K -35 -0.2%
FHB
688
First Hawaiian Bank
Hawaii
$3.45M +$1.11M +4,996 +52%
SF
689
Synovus Financial
Georgia
$3.43M +$34.4K +154 +1%
YIM
690
Yoffe Investment Management
Pennsylvania
$3.43M
AWA
691
Acorn Wealth Advisors
Michigan
$3.4M +$234K +1,049 +8%
RG
692
Rathbones Group
United Kingdom
$3.39M
PBF
693
Petix & Botte Financial
California
$3.37M -$58.5K -262 -2%
PNAA
694
Pictet North America Advisors
Switzerland
$3.36M -$3.75M -16,808 -54%
GLA
695
Great Lakes Advisors
Illinois
$3.36M -$393K -1,763 -11%
IIC
696
Ironwood Investment Counsel
Arizona
$3.36M -$34.1K -153 -1%
MWP
697
MYCIO Wealth Partners
Pennsylvania
$3.35M +$55.1K +247 +2%
DWM
698
Dakota Wealth Management
Florida
$3.34M -$23.4K -105 -0.7%
RWM
699
Refined Wealth Management
Utah
$3.34M +$81K +363 +3%
BIP
700
Blueprint Investment Partners
North Carolina
$3.31M +$3.12M +13,979 New