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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
776
Investment Advisory Group
Massachusetts
$2.98M – – –
GWA
777
Gibson Wealth Advisors
Texas
$2.97M -$99.7K -402 -3%
GWMR
778
GC Wealth Management RIA
Massachusetts
$2.94M +$843K +3,400 +42%
WF
779
Welch & Forbes
Massachusetts
$2.94M -$168K -676 -6%
R
780
Rebalance
California
$2.94M -$744 -3 -0%
FGWP
781
Founders Grove Wealth Partners
Virginia
$2.93M -$61.3K -247 -2%
TCA
782
Transcend Capital Advisors
New Jersey
$2.93M -$153K -617 -5%
BAM
783
BOS Asset Management
Illinois
$2.93M +$21.8K +88 +0.8%
SCM
784
SOL Capital Management
Maryland
$2.92M -$241K -973 -8%
AIA
785
Arcadia Investment Advisors
Idaho
$2.91M +$2.73M +11,009 +2,496%
SIMC
786
Squire Investment Management Company
Utah
$2.91M +$343K +1,385 +14%
NFC
787
Northstar Financial Companies
Pennsylvania
$2.9M +$35K +141 +1%
BIG
788
Brookwood Investment Group
Arizona
$2.89M -$106K -426 -4%
FF
789
Farnam Financial
Arizona
$2.88M +$551K +2,222 +24%
NEPWA
790
New England Private Wealth Advisors
Massachusetts
$2.88M +$18.1K +73 +0.6%
OFG
791
Oxford Financial Group
Indiana
$2.87M +$373K +1,504 +15%
RIA
792
Regal Investment Advisors
Michigan
$2.87M -$574K -2,315 -17%
CRFG
793
Columbia River Financial Group
Washington
$2.86M -$276K -1,112 -9%
SC
794
Scotia Capital
Ontario, Canada
$2.85M +$331K +1,335 +14%
RCM
795
Radnor Capital Management
Pennsylvania
$2.83M – – –
SW
796
SkyOak Wealth
Michigan
$2.82M -$14.9K -60 -0.5%
CFD
797
Creative Financial Designs
Indiana
$2.82M -$107K -430 -4%
OWA
798
Octavia Wealth Advisors
Ohio
$2.81M -$121K -489 -4%
SOS
799
Silver Oak Securities
Tennessee
$2.81M +$2.98K +12 +0.1%
BFG
800
Baron Financial Group
New Jersey
$2.8M +$273K +1,102 +11%