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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
701
Revolve Wealth Partners
New Jersey
$2.17M -$231K -1,224 -10%
KSWA
702
Kathleen S. Wright Associates
Pennsylvania
$2.16M -$6.42K -34 -0.3%
BFG
703
Berger Financial Group
Minnesota
$2.15M +$114K +605 +6%
CP
704
Camelot Portfolios
Ohio
$2.14M -$76.2K -403 -4%
D
705
Dentgroup
Louisiana
$2.14M +$5.86K +31 +0.3%
SOS
706
Silver Oak Securities
Tennessee
$2.14M -$63.5K -336 -3%
DP
707
Denver PWM
Colorado
$2.13M +$130K +690 +7%
TFM
708
TFC Financial Management
Massachusetts
$2.13M +$54.6K +289 +3%
SWA
709
Strategies Wealth Advisors
Michigan
$2.13M +$7.18K +38 +0.4%
PWP
710
Principle Wealth Partners
Connecticut
$2.12M +$348K +1,840 +21%
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$2.11M +$9.26K +49 +0.5%
BF
712
Brooklyn FI
New York
$2.11M +$2.01M +10,618 New
MSS
713
Mitchell Sinkler & Starr
Pennsylvania
$2.11M -$93.5K -495 -4%
SEI Investments
714
SEI Investments
Pennsylvania
$2.11M -$28.7K -152 -1%
BCM
715
BTC Capital Management
Iowa
$2.09M
IWM
716
IHT Wealth Management
Illinois
$2.08M -$156K -825 -7%
SC
717
Sepio Capital
Utah
$2.08M -$41K -217 -2%
DWP
718
Destiny Wealth Partners
Florida
$2.08M +$150K +795 +9%
SYBT
719
Stock Yards Bank & Trust
Kentucky
$2.08M -$52.7K -279 -3%
NEWAS
720
N.E.W. Advisory Services
Wisconsin
$2.07M -$103K -544 -5%
VCM
721
Vivaldi Capital Management
Illinois
$2.07M -$2.27K -12 -0.1%
VCM
722
Viewpoint Capital Management
Washington
$2.07M
WTA
723
Washington Trust Advisors
Massachusetts
$2.07M -$21.4K -113 -1%
SW
724
SkyOak Wealth
Michigan
$2.05M +$37K +196 +2%
SFWC
725
Strategic Family Wealth Counselors
New Jersey
$2.04M -$21.2K -112 -1%