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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
701
Ameraudi Asset Management
New York
$1.42M -$326K -1,546 -19%
WP
702
WealthSource Partners
California
$1.42M +$122K +578 +10%
DWP
703
Destiny Wealth Partners
Florida
$1.42M
FRA
704
Frank Rimerman Advisors
California
$1.42M +$75.4K +358 +6%
JPLA
705
Joseph P. Lucia & Associates
New York
$1.41M +$176K +835 +14%
AP
706
Advisor Partners
California
$1.4M +$1.38M +6,537 New
JCM
707
Jag Capital Management
Missouri
$1.39M +$556K +2,640 +69%
GWM
708
Greenwich Wealth Management
Connecticut
$1.39M +$15.6K +74 +1%
CWM
709
Cabot Wealth Management
Massachusetts
$1.38M +$990K +4,700 +266%
SSWG
710
Seven Springs Wealth Group
Tennessee
$1.38M -$5.9K -28 -0.4%
ACM
711
Azimuth Capital Management
Michigan
$1.38M +$100K +476 +8%
VFA
712
Voya Financial Advisors
Connecticut
$1.37M +$26.1K +124 +2%
MFW
713
Mosaic Family Wealth
Missouri
$1.36M -$48.9K -232 -4%
KIA
714
KCM Investment Advisors
California
$1.36M +$125K +594 +10%
TC
715
TAP Consulting
Missouri
$1.36M -$313K -1,484 -19%
BSB
716
Bangor Savings Bank
Maine
$1.35M -$52.5K -249 -4%
LPIC
717
LeJeune Puetz Investment Counsel
Michigan
$1.35M
GAM
718
Grandview Asset Management
Pennsylvania
$1.34M +$1.32M +6,255 New
MCM
719
MAI Capital Management
Ohio
$1.33M +$129K +614 +11%
STB
720
S&T Bank
Pennsylvania
$1.33M +$46.1K +219 +4%
SFWC
721
Strategic Family Wealth Counselors
New Jersey
$1.32M -$632 -3 -0%
SC
722
SouthState Corp
Florida
$1.31M
AIC
723
Ameritas Investment Company
Nebraska
$1.31M -$18.1K -86 -1%
JAG
724
Journey Advisory Group
Kentucky
$1.3M +$80.9K +384 +7%
OWA
725
Outlook Wealth Advisors
Texas
$1.3M +$382K +1,815 +43%