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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
751
Phillips Financial Management
Indiana
$3.18M -$3.72K -15 -0.1%
AA
752
Alesco Advisors
New York
$3.17M -$1.24K -5 -0%
SIS
753
Strategic Investment Solutions
Illinois
$3.12M +$1.71M +6,896 +128%
PWMA
754
Pension & Wealth Management Advisors
Massachusetts
$3.12M -$5.21K -21 -0.2%
CPW
755
Cove Private Wealth
New York
$3.12M +$24.8K +100 +0.8%
CFS
756
Coordinated Financial Services
Colorado
$3.11M +$17.4K +70 +0.6%
CAM
757
Columbia Asset Management
Michigan
$3.11M -$54.1K -218 -2%
SSW
758
Stone Summit Wealth
Florida
$3.11M +$445K +1,795 +17%
WGC
759
Watts Gwilliam & Co
Arizona
$3.1M – – –
RPGK
760
Retirement Planning Group (Kansas)
Kansas
$3.1M +$232K +934 +8%
ALA
761
Atlas Legacy Advisors
California
$3.09M -$33K -133 -1%
PFPT
762
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.08M -$94.7K -382 -3%
EGWAG
763
Elwood & Goetz Wealth Advisory Group
Georgia
$3.08M +$49.1K +198 +2%
MS
764
Marshall & Sullivan
Washington
$3.07M +$661K +2,665 +28%
CWA
765
Canvas Wealth Advisors
Kansas
$3.07M -$259K -1,046 -8%
ASW
766
Astoria Strategic Wealth
Texas
$3.07M -$288K -1,163 -9%
BAG
767
Bridgewealth Advisory Group
California
$3.04M +$195K +785 +7%
FCM
768
Family Capital Management
Michigan
$3.04M +$99.5K +401 +3%
MHIC
769
Marble Harbor Investment Counsel
Massachusetts
$3.04M +$12.9K +52 +0.4%
BWM
770
Boyd Wealth Management
California
$3.03M -$32.2K -130 -1%
RFP
771
Roth Financial Partners
Texas
$3.02M -$54.3K -219 -2%
TW
772
TritonPoint Wealth
Maryland
$3M +$171K +691 +6%
SSI
773
Scott & Selber Inc
Texas
$3M +$83.8K +338 +3%
RI
774
Ridgewood Investments
New Jersey
$2.99M +$244K +982 +9%
HFAS
775
Hummer Financial Advisory Services
Illinois
$2.98M -$12.4K -50 -0.4%