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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
726
Investment Research & Advisory Group
Georgia
$541K -$5M -37,237 -91%
AssetMark Inc
727
AssetMark Inc
California
$541K +$3.49K +26 +0.7%
SWP
728
Summit Wealth Partners
Florida
$535K
RSS
729
Rosenblum Silverman Sutton
California
$524K -$167K -1,240 -26%
BP
730
BBR Partners
New York
$524K -$134K -995 -22%
KM
731
Kalos Management
Georgia
$521K +$112K +836 +34%
AWM
732
AllSquare Wealth Management
New York
$520K -$5.37K -40 -1%
BWA
733
Beam Wealth Advisors
Louisiana
$519K +$21.1K +157 +5%
AFA
734
Atlanta Financial Associates
Georgia
$519K +$101K +750 +27%
SAM
735
Secure Asset Management
Michigan
$516K +$476K +3,542 New
WIA
736
World Investment Advisors
California
$513K -$284K -2,116 -40%
GJIC
737
Gamble Jones Investment Counsel
California
$512K -$67.1K -500 -12%
GWM
738
Geneos Wealth Management
Colorado
$509K -$57.2K -426 -11%
LP
739
LGL Partners
Pennsylvania
$508K +$940 +7 +0.2%
CIA
740
Capital Investment Advisors
Georgia
$506K +$16K +119 +4%
FBFS
741
First Business Financial Services
Wisconsin
$503K -$10.1K -75 -2%
FTI
742
Fiduciary Trust International
Massachusetts
$503K
TA
743
TFG Advisers
Michigan
$499K -$5.1K -38 -1%
DACG
744
Donor Advised Charitable Giving
California
$499K +$5.64K +42 +1%
F
745
F3Logic
Minnesota
$497K +$1.88K +14 +0.4%
AA
746
Advisory Alpha
Michigan
$497K +$24.2K +180 +6%
NEGWA
747
New England Guild Wealth Advisors
Connecticut
$495K +$1.07K +8 +0.2%
MWP
748
Meridian Wealth Partners
Pennsylvania
$493K +$52.5K +391 +13%
ST
749
Sageworth Trust
Pennsylvania
$488K +$30.2K +225 +7%
FPTW
750
Franklin, Parlapiano, Turner & Welch
Texas
$487K