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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
776
Hummer Financial Advisory Services
Illinois
$2.79M +$112K +500 +4%
IAG
777
Investment Advisory Group
Massachusetts
$2.77M +$2.9K +13 +0.1%
NEPWA
778
New England Private Wealth Advisors
Massachusetts
$2.74M +$55.1K +247 +2%
AA
779
Apriem Advisors
California
$2.74M +$1.17M +5,245 +83%
OWA
780
Octavia Wealth Advisors
Ohio
$2.74M -$88.3K -396 -3%
FCM
781
Family Capital Management
Michigan
$2.74M +$76.7K +344 +3%
R
782
Rebalance
California
$2.74M -$124K -554 -5%
CFD
783
Creative Financial Designs
Indiana
$2.73M +$139K +624 +6%
SMC
784
Smith, Moore & Co
Missouri
$2.71M +$107K +478 +4%
SSI
785
Scott & Selber Inc
Texas
$2.71M – – –
BAM
786
BOS Asset Management
Illinois
$2.71M +$6.25K +28 +0.2%
PA
787
Procyon Advisors
Connecticut
$2.68M -$40.4K -181 -2%
NFC
788
Northstar Financial Companies
Pennsylvania
$2.67M -$19.9K -89 -0.8%
PWP
789
Perfromance Wealth Partners
Illinois
$2.67M +$102K +458 +4%
RPGK
790
Retirement Planning Group (Kansas)
Kansas
$2.67M +$26.1K +117 +1%
BAG
791
Bridgewealth Advisory Group
California
$2.65M +$2.16M +9,696 +654%
SW
792
SkyOak Wealth
Michigan
$2.64M +$7.81K +35 +0.3%
RCM
793
Radnor Capital Management
Pennsylvania
$2.64M +$26.8K +120 +1%
TW
794
TritonPoint Wealth
Maryland
$2.63M +$182K +816 +8%
SOS
795
Silver Oak Securities
Tennessee
$2.62M -$89.2K -400 -3%
MMRF
796
Michelson Medical Research Foundation
California
$2.61M – – –
SWA
797
SOA Wealth Advisors
New York
$2.6M -$275K -1,233 -10%
PF
798
Parker Financial
Washington
$2.6M -$183K -821 -7%
MA
799
MONECO Advisors
Connecticut
$2.57M -$898K -4,026 -27%
Vontobel Holding
800
Vontobel Holding
Switzerland
$2.57M -$170K -763 -7%