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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
776
Joseph P. Lucia & Associates
New York
$2.38M +$10.1K +47 +0.5%
EGWAG
777
Elwood & Goetz Wealth Advisory Group
Georgia
$2.38M -$22.2K -103 -1%
TW
778
Traveka Wealth
California
$2.37M – – –
Vontobel Holding
779
Vontobel Holding
Switzerland
$2.35M -$82.8K -385 -4%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$2.35M -$46.2K -215 -2%
VCM
781
Viewpoint Capital Management
Washington
$2.35M – – –
FPCP
782
Fort Point Capital Partners
California
$2.33M -$55.5K -258 -2%
WAG
783
Wiser Advisor Group
Arizona
$2.32M -$16.6K -77 -0.8%
VFPW
784
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.31M +$25.2K +117 +1%
SFWC
785
Strategic Family Wealth Counselors
New Jersey
$2.31M +$11.6K +54 +0.5%
SFS
786
Security Financial Services
Indiana
$2.29M +$108K +501 +5%
MAM
787
Marquette Asset Management
Minnesota
$2.29M -$101K -469 -4%
KFA
788
Kelleher Financial Advisors
New York
$2.29M -$122K -567 -5%
AAM
789
Ameraudi Asset Management
New York
$2.29M -$11.6K -54 -0.5%
MFIMFI
790
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.28M – – –
FT
791
Fiduciary Trust
Massachusetts
$2.28M – – –
RWP
792
Revolve Wealth Partners
New Jersey
$2.27M +$88.2K +410 +4%
MSS
793
Mitchell Sinkler & Starr
Pennsylvania
$2.27M -$1.77M -8,251 -45%
PCM
794
Parsons Capital Management
Rhode Island
$2.27M +$551K +2,561 +35%
AIM
795
Alhambra Investment Management
Florida
$2.26M +$20.6K +96 +1%
CIA
796
Choate Investment Advisors
Massachusetts
$2.26M +$1.1M +5,121 +108%
DP
797
Denver PWM
Colorado
$2.25M -$28.4K -132 -1%
LPP
798
Life Planning Partners
Florida
$2.24M +$203K +945 +11%
MFGM
799
Marshall Financial Group (Maryland)
Maryland
$2.22M -$183K -853 -8%
FCM
800
Family Capital Management
Michigan
$2.22M +$173K +805 +9%