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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
776
TritonPoint Wealth
Maryland
$3.85M -$2.58K -9 -0.1%
MHIC
777
Marble Harbor Investment Counsel
Massachusetts
$3.84M -$30.7K -107 -0.8%
CCWA
778
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.82M +$148K +516 +4%
ONSWM
779
Old North State Wealth Management
North Carolina
$3.8M -$99.7K -348 -3%
OCM
780
Objective Capital Management
Ohio
$3.8M -$60.5K -211 -2%
HFW
781
Horizon Family Wealth
Illinois
$3.79M -$63.6K -222 -2%
HIP
782
HUB Investment Partners
Texas
$3.79M +$1.28M +4,459 +55%
EDRH
783
Edmond de Rothschild Holding
Switzerland
$3.79M
HAG
784
HighPoint Advisor Group
Illinois
$3.75M -$18.9K -66 -0.5%
CAL
785
Capital Analysts LLC
Pennsylvania
$3.71M +$301K +1,049 +9%
SSI
786
Scott & Selber Inc
Texas
$3.71M
EGWAG
787
Elwood & Goetz Wealth Advisory Group
Georgia
$3.7M +$91.4K +319 +3%
G
788
Gainplan
Michigan
$3.66M -$10.6K -37 -0.3%
NFG
789
Nadler Financial Group
Illinois
$3.66M -$8.6K -30 -0.2%
ASW
790
Astoria Strategic Wealth
Texas
$3.65M -$20.1K -70 -0.6%
SWA
791
Sax Wealth Advisors
New Jersey
$3.64M +$575K +2,006 +17%
AFG
792
Allegheny Financial Group
Pennsylvania
$3.61M +$72.5K +253 +2%
BBHC
793
Brown Brothers Harriman & Co
New York
$3.61M +$2.06M +7,200 +153%
WCP
794
Wick Capital Partners
Pennsylvania
$3.61M -$68.2K -238 -2%
SWASL
795
Spartan Wealth Advisory Services LLC
Michigan
$3.59M -$26.9K -94 -0.8%
HFAS
796
Hummer Financial Advisory Services
Illinois
$3.58M +$10K +35 +0.3%
IAG
797
Investment Advisory Group
Massachusetts
$3.57M -$7.17K -25 -0.2%
SFWC
798
Strategic Family Wealth Counselors
New Jersey
$3.57M +$177K +616 +6%
DIG
799
Daniel Investment Group
Michigan
$3.55M +$3.36M +11,725 New
BWM
800
Boyd Wealth Management
California
$3.54M -$10.9K -38 -0.3%