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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
776
SWP Financial
California
$2.23M +$2.02M +10,464 New
FPCP
777
Fort Point Capital Partners
California
$2.23M +$391K +2,027 +24%
HWM
778
HFG Wealth Management
Texas
$2.23M +$2.01M +10,444 New
CAM
779
Columbia Asset Management
Michigan
$2.21M -$145K -755 -7%
JPLA
780
Joseph P. Lucia & Associates
New York
$2.21M +$150K +780 +8%
TW
781
Traveka Wealth
California
$2.21M +$2M +10,376 New
VCM
782
Viewpoint Capital Management
Washington
$2.19M – – –
WAG
783
Wiser Advisor Group
Arizona
$2.17M +$1.96M +10,195 New
WB
784
WesBanco Bank
West Virginia
$2.17M -$281K -1,459 -13%
PAM
785
Peak Asset Management
Colorado
$2.17M -$450K -2,337 -19%
CFA
786
Cahill Financial Advisors
Minnesota
$2.16M +$58.4K +303 +3%
WTA
787
Washington Trust Advisors
Massachusetts
$2.15M -$23.1K -120 -1%
SFWC
788
Strategic Family Wealth Counselors
New Jersey
$2.15M +$103K +535 +6%
AAM
789
Ameraudi Asset Management
New York
$2.15M +$586K +3,043 +43%
WA
790
Wambolt & Associates
Colorado
$2.14M +$1.93M +10,040 New
FA
791
FDx Advisors
Illinois
$2.14M +$209K +1,087 +12%
VFPW
792
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M +$1.66M +8,624 +623%
AWM
793
Avior Wealth Management
Nebraska
$2.13M +$263K +1,364 +16%
MFIMFI
794
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.13M – – –
FT
795
Fiduciary Trust
Massachusetts
$2.13M – – –
DP
796
Denver PWM
Colorado
$2.12M -$152K -789 -7%
RI
797
Ridgewood Investments
New Jersey
$2.11M -$21K -109 -1%
VCP
798
Verus Capital Partners
Arizona
$2.11M -$435K -2,256 -19%
SOS
799
Silver Oak Securities
Tennessee
$2.09M -$379K -1,969 -17%
AIM
800
Alhambra Investment Management
Florida
$2.09M -$1.93K -10 -0.1%