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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIM
701
Yoffe Investment Management
Pennsylvania
$3.47M +$3.56M +14,458 New
FAIM
702
Financial Advocates Investment Management
Washington
$3.47M +$799K +3,246 +29%
TMWM
703
Taylor & Morgan Wealth Management
Michigan
$3.46M -$23.9K -97 -0.7%
GJIA
704
Glass Jacobson Investment Advisors
Maryland
$3.44M -$115K -467 -3%
PCMU
705
Paragon Capital Management (Utah)
Utah
$3.42M +$269K +1,094 +8%
GPWA
706
Great Point Wealth Advisors
Massachusetts
$3.42M +$9.6K +39 +0.3%
LC
707
Lindbrook Capital
California
$3.4M -$329K -1,338 -9%
VBFP
708
Valtinson Bruner Financial Planning
Minnesota
$3.4M -$43.6K -177 -1%
SF
709
Synovus Financial
Georgia
$3.39M -$3.28M -13,340 -49%
GC
710
Grange Capital
Oregon
$3.39M +$3.47M +14,103 New
MF
711
Meridian Financial
Massachusetts
$3.38M -$7.38K -30 -0.2%
WWC
712
Waypoint Wealth Counsel
Georgia
$3.37M +$14.3K +58 +0.4%
ODIJL
713
One Day In July LLC
Vermont
$3.36M -$35.4K -144 -1%
DWM
714
Dakota Wealth Management
Florida
$3.36M -$67.2K -273 -2%
BBWP
715
Beacon Bridge Wealth Partners
Pennsylvania
$3.36M -$30K -122 -0.9%
MDA
716
Minot DeBlois Advisors
Massachusetts
$3.34M +$3.42M +13,901 New
RG
717
Rathbones Group
United Kingdom
$3.33M +$2.66M +10,810 +353%
ONSWM
718
Old North State Wealth Management
North Carolina
$3.33M -$30.8K -125 -0.9%
MWP
719
MYCIO Wealth Partners
Pennsylvania
$3.33M +$11.6K +47 +0.3%
WFA
720
West Financial Advisors
Iowa
$3.29M +$19.9K +81 +0.6%
KPWG
721
KFA Private Wealth Group
Virginia
$3.29M +$20.2K +82 +0.6%
HCMT
722
Highland Capital Management (Tennessee)
Tennessee
$3.28M -$33.7K -137 -1%
RFP
723
Roth Financial Partners
Texas
$3.28M -$16.2K -66 -0.5%
GPI
724
General Partner Inc
Pennsylvania
$3.26M +$14.5K +59 +0.4%
OFS
725
Orrstown Financial Services
Pennsylvania
$3.26M +$20.7K +84 +0.6%