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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
701
Prospera Financial Services
Texas
$1.13M +$1.01M +5,745 +23,938%
GC
702
Gibson Capital
Pennsylvania
$1.12M – – –
KIA
703
KCM Investment Advisors
California
$1.12M – – –
CF
704
Centaurus Financial
California
$1.12M +$98.3K +557 +11%
JPLA
705
Joseph P. Lucia & Associates
New York
$1.12M +$202K +1,143 +25%
TFA
706
TPG Financial Advisors
Oregon
$1.12M +$119K +677 +13%
MA
707
Mutual Advisors
Nebraska
$1.12M – – –
CWM
708
Circle Wealth Management
New Jersey
$1.12M – – –
Carson Wealth (CWM LLC)
709
Carson Wealth (CWM LLC)
Nebraska
$1.11M – – –
JAG
710
Journey Advisory Group
Kentucky
$1.11M +$1.01M +5,714 New
CSIC
711
Clifford Swan Investment Counsel
California
$1.11M – – –
AF
712
Advisornet Financial
Minnesota
$1.1M -$1.03M -5,856 -51%
TFF
713
The Family Firm
Maryland
$1.1M -$27.3K -155 -3%
MWM
714
Meridian Wealth Management
Kentucky
$1.1M -$344K -1,951 -26%
IBOK
715
Independence Bank of Kentucky
Kentucky
$1.1M -$8.29K -47 -0.8%
PJB
716
Paul John Balson
California
$1.1M +$575K +3,258 +137%
MCM
717
MAI Capital Management
Ohio
$1.09M +$322K +1,828 +48%
CCMD
718
Cypress Capital Management (Delaware)
Delaware
$1.09M -$4.41K -25 -0.4%
AWM
719
Apollon Wealth Management
South Carolina
$1.08M -$780K -4,423 -44%
MAS
720
Madden Advisory Services
Florida
$1.08M -$76.9K -436 -7%
SQA
721
Simon Quick Advisors
New Jersey
$1.08M +$209K +1,183 +27%
AWA
722
Alta Wealth Advisors
Massachusetts
$1.08M +$978K +5,545 New
AT
723
Arden Trust
Delaware
$1.07M – – –
CA
724
Capital Advantage
California
$1.07M -$10.9K -62 -1%
OA
725
Oxbow Advisors
Texas
$1.06M – – –