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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
701
Gibson Capital
Pennsylvania
$1.12M
KIA
702
KCM Investment Advisors
California
$1.12M
CF
703
Centaurus Financial
California
$1.12M +$98.3K +557 +11%
JPLA
704
Joseph P. Lucia & Associates
New York
$1.12M +$202K +1,143 +25%
TFA
705
TPG Financial Advisors
Oregon
$1.12M +$119K +677 +13%
MA
706
Mutual Advisors
Nebraska
$1.12M
CWM
707
Circle Wealth Management
New Jersey
$1.12M
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$1.11M
JAG
709
Journey Advisory Group
Kentucky
$1.11M +$1.01M +5,714 New
CSIC
710
Clifford Swan Investment Counsel
California
$1.11M
AF
711
Advisornet Financial
Minnesota
$1.1M -$1.03M -5,856 -51%
TFF
712
The Family Firm
Maryland
$1.1M -$27.3K -155 -3%
MWM
713
Meridian Wealth Management
Kentucky
$1.1M -$344K -1,951 -26%
IBOK
714
Independence Bank of Kentucky
Kentucky
$1.1M -$8.29K -47 -0.8%
PJB
715
Paul John Balson
California
$1.1M +$575K +3,258 +137%
MCM
716
MAI Capital Management
Ohio
$1.09M +$322K +1,828 +48%
CCMD
717
Cypress Capital Management (Delaware)
Delaware
$1.09M -$4.41K -25 -0.4%
AWM
718
Apollon Wealth Management
South Carolina
$1.08M -$780K -4,423 -44%
MAS
719
Madden Advisory Services
Florida
$1.08M -$76.9K -436 -7%
SQA
720
Simon Quick Advisors
New Jersey
$1.08M +$209K +1,183 +27%
AWA
721
Alta Wealth Advisors
Massachusetts
$1.08M +$978K +5,545 New
AT
722
Arden Trust
Delaware
$1.07M
CA
723
Capital Advantage
California
$1.07M -$10.9K -62 -1%
OA
724
Oxbow Advisors
Texas
$1.06M
FI
725
Financial Insights
Washington
$1.05M -$16.2K -92 -2%