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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
726
Octavia Wealth Advisors
Ohio
$2.87M +$38.2K +168 +1%
CWM
727
Congress Wealth Management
Massachusetts
$2.87M +$1.09M +4,811 +66%
CG
728
Cynosure Group
Utah
$2.87M +$936K +4,121 +52%
DT
729
Diversified Trust
Tennessee
$2.87M +$32.7K +144 +1%
MHIC
730
Marble Harbor Investment Counsel
Massachusetts
$2.86M +$22.7K +100 +0.8%
FA
731
Flagstar Advisors
New York
$2.85M +$62K +273 +2%
OGF
732
Orin Green Financial
California
$2.81M +$13.6K +60 +0.5%
BC
733
Barrett & Company
Rhode Island
$2.81M +$392K +1,723 +17%
Fiera Capital (Canada)
734
Fiera Capital (Canada)
Quebec, Canada
$2.8M +$15K +66 +0.6%
GWA
735
Gibson Wealth Advisors
Texas
$2.8M +$6.36K +28 +0.2%
PWM
736
Paulson Wealth Management
Illinois
$2.79M -$536K -2,358 -17%
TIM
737
Tortoise Investment Management
New York
$2.79M -$4.77K -21 -0.2%
MGWA
738
Monument Group Wealth Advisors
Massachusetts
$2.79M
SEI Investments
739
SEI Investments
Pennsylvania
$2.77M -$7.73K -34 -0.3%
D.E. Shaw & Co
740
D.E. Shaw & Co
New York
$2.76M -$1.84M -8,105 -41%
CI
741
Cordant Inc
Oregon
$2.75M +$52.3K +230 +2%
CAMG
742
CWA Asset Management Group
Florida
$2.74M +$2.62M +11,536 New
DWT
743
Dorsey & Whitney Trust
South Dakota
$2.71M +$18K +79 +0.7%
ASG
744
Ariston Services Group
California
$2.7M -$31.4K -138 -1%
HWP
745
Heritage Wealth Partners
Ohio
$2.69M +$2.58M +11,357 New
WJWM
746
Williams Jones Wealth Management
New York
$2.69M +$130K +573 +5%
TFM
747
TFC Financial Management
Massachusetts
$2.67M -$30.2K -133 -1%
SW
748
SkyOak Wealth
Michigan
$2.66M +$30K +132 +1%
NEWAS
749
N.E.W. Advisory Services
Wisconsin
$2.65M +$172K +755 +7%
FAIM
750
Financial Advocates Investment Management
Washington
$2.65M -$10.7K -47 -0.4%