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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
AE Wealth Management
Kansas
$3.37M +$196K +790 +6%
MWM
727
Maripau Wealth Management
Indiana
$3.37M +$302K +1,216 +10%
SC
728
Sapient Capital
Indiana
$3.36M +$71.9K +290 +2%
JA
729
JVL Associates
Michigan
$3.36M -$82.8K -334 -2%
NFP
730
Narus Financial Partners
Utah
$3.35M +$55.6K +224 +2%
FCP
731
Fidelis Capital Partners
Florida
$3.34M +$156K +631 +5%
OL
732
Optas LLC
Texas
$3.34M -$914K -3,687 -22%
SB
733
Strategic Blueprint
Georgia
$3.33M +$99K +399 +3%
ONSWM
734
Old North State Wealth Management
North Carolina
$3.29M -$4.46K -18 -0.1%
BJL
735
Brighton Jones LLC
Washington
$3.29M +$24.3K +98 +0.8%
BFA
736
Bragg Financial Advisors
North Carolina
$3.29M -$27K -109 -0.8%
AC
737
Addison Capital
Pennsylvania
$3.28M +$1.05M +4,220 +49%
PCMU
738
Paragon Capital Management (Utah)
Utah
$3.28M -$147K -594 -4%
KWM
739
Kingsview Wealth Management
Oregon
$3.28M +$124K +500 +4%
AP
740
Americana Partners
Texas
$3.27M
SWA
741
Sax Wealth Advisors
New Jersey
$3.26M -$782K -3,152 -20%
AIP
742
Ameritas Investment Partners
Nebraska
$3.24M +$161K +649 +5%
AA
743
Apriem Advisors
California
$3.24M +$297K +1,197 +10%
EWM
744
Evermay Wealth Management
Virginia
$3.24M -$59.8K -241 -2%
NEWAS
745
N.E.W. Advisory Services
Wisconsin
$3.23M +$57K +230 +2%
WCP
746
Wick Capital Partners
Pennsylvania
$3.23M +$528K +2,130 +20%
OCM
747
Objective Capital Management
Ohio
$3.19M +$5.21K +21 +0.2%
OFS
748
Orrstown Financial Services
Pennsylvania
$3.18M +$105K +425 +4%
EDRH
749
Edmond de Rothschild Holding
Switzerland
$3.18M
PFM
750
Phillips Financial Management
Indiana
$3.18M -$3.72K -15 -0.1%