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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
701
Tortoise Investment Management
New York
$2.17M -$84.3K -446 -4%
RWP
702
Revolve Wealth Partners
New Jersey
$2.17M -$231K -1,224 -10%
KSWA
703
Kathleen S. Wright Associates
Pennsylvania
$2.16M -$6.42K -34 -0.3%
BFG
704
Berger Financial Group
Minnesota
$2.15M +$114K +605 +6%
CP
705
Camelot Portfolios
Ohio
$2.14M -$76.2K -403 -4%
D
706
Dentgroup
Louisiana
$2.14M +$5.86K +31 +0.3%
SOS
707
Silver Oak Securities
Tennessee
$2.14M -$63.5K -336 -3%
DP
708
Denver PWM
Colorado
$2.13M +$130K +690 +7%
TFM
709
TFC Financial Management
Massachusetts
$2.13M +$54.6K +289 +3%
SWA
710
Strategies Wealth Advisors
Michigan
$2.13M +$7.18K +38 +0.4%
PWP
711
Principle Wealth Partners
Connecticut
$2.12M +$348K +1,840 +21%
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$2.11M +$9.26K +49 +0.5%
BF
713
Brooklyn FI
New York
$2.11M +$2.01M +10,618 New
MSS
714
Mitchell Sinkler & Starr
Pennsylvania
$2.11M -$93.5K -495 -4%
SEI Investments
715
SEI Investments
Pennsylvania
$2.11M -$28.7K -152 -1%
BCM
716
BTC Capital Management
Iowa
$2.09M – – –
IWM
717
IHT Wealth Management
Illinois
$2.08M -$156K -825 -7%
SC
718
Sepio Capital
Utah
$2.08M -$41K -217 -2%
DWP
719
Destiny Wealth Partners
Florida
$2.08M +$150K +795 +9%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$2.08M -$52.7K -279 -3%
NEWAS
721
N.E.W. Advisory Services
Wisconsin
$2.07M -$103K -544 -5%
VCM
722
Vivaldi Capital Management
Illinois
$2.07M -$2.27K -12 -0.1%
VCM
723
Viewpoint Capital Management
Washington
$2.07M – – –
WTA
724
Washington Trust Advisors
Massachusetts
$2.07M -$21.4K -113 -1%
SW
725
SkyOak Wealth
Michigan
$2.05M +$37K +196 +2%