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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Permanent Capital Management
Illinois
$3.95M -$3.39M -12,531 -47%
LSWP
702
Liberty Square Wealth Partners
Pennsylvania
$3.94M -$394K -1,455 -9%
AL
703
ARWA LLC
Texas
$3.93M +$300K +1,109 +8%
SS
704
SBI Securities
Japan
$3.93M -$1.35K -5 -0%
FWS
705
FinDec Wealth Services
California
$3.93M -$613K -2,266 -13%
ABWM
706
Alpine Bank Wealth Management
Colorado
$3.92M -$100K -370 -2%
CCA
707
Checchi Capital Advisers
California
$3.92M -$179K -662 -4%
AGWCA
708
Annis Gardner Whiting Capital Advisors
Florida
$3.91M +$349K +1,291 +9%
G
709
GenTrust
Florida
$3.85M -$410K -1,514 -9%
FCM
710
Family Capital Management
Michigan
$3.84M +$586K +2,167 +17%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$3.82M +$103K +382 +3%
MWM
712
MY Wealth Management
Maryland
$3.79M +$7.85K +29 +0.2%
SIMC
713
Squire Investment Management Company
Utah
$3.78M +$544K +2,010 +16%
CI
714
Cordant Inc
Oregon
$3.77M -$155K -571 -4%
DWP
715
Destiny Wealth Partners
Florida
$3.77M +$812 +3 +0%
GWM
716
Greenwich Wealth Management
Connecticut
$3.76M -$541 -2 -0%
TWM
717
Timmons Wealth Management
Massachusetts
$3.76M +$75.8K +280 +2%
YIM
718
Yoffe Investment Management
Pennsylvania
$3.76M
HCMT
719
Highland Capital Management (Tennessee)
Tennessee
$3.75M +$36.3K +134 +0.9%
EPW
720
Endeavor Private Wealth
Kansas
$3.74M -$1.03M -3,806 -21%
GJIA
721
Glass Jacobson Investment Advisors
Maryland
$3.74M +$316K +1,166 +9%
FFL
722
Financial Freedom LLC
Ohio
$3.74M -$479K -1,770 -11%
MWP
723
MYCIO Wealth Partners
Pennsylvania
$3.72M +$7.31K +27 +0.2%
OFS
724
Orrstown Financial Services
Pennsylvania
$3.72M +$178K +658 +5%
GPWA
725
Great Point Wealth Advisors
Massachusetts
$3.72M