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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
801
Washington Trust Advisors
Massachusetts
$2.33M +$121K +534 +6%
LEA
802
Legacy Edge Advisors
New York
$2.31M +$54.1K +238 +3%
VCM
803
Vivaldi Capital Management
Illinois
$2.3M -$52.9K -233 -2%
TA
804
TFB Advisors
Kansas
$2.3M +$268K +1,181 +14%
EWA
805
Encompass Wealth Advisors
Oregon
$2.3M +$65K +286 +3%
IAG
806
Investment Advisory Group
Massachusetts
$2.29M +$240K +1,058 +12%
WP
807
Wealthspan Partners
Iowa
$2.28M +$32.5K +143 +2%
MAM
808
Marquette Asset Management
Minnesota
$2.28M -$72.7K -320 -3%
EGWAG
809
Elwood & Goetz Wealth Advisory Group
Georgia
$2.28M -$11.8K -52 -0.5%
DWP
810
Destiny Wealth Partners
Florida
$2.28M -$2.04K -9 -0.1%
CFD
811
Creative Financial Designs
Indiana
$2.27M +$260K +1,144 +14%
LWM
812
Liberty Wealth Management
California
$2.26M +$41.4K +182 +2%
WAG
813
Wiser Advisor Group
Arizona
$2.26M -$98.6K -434 -4%
WIM
814
Westside Investment Management
California
$2.26M +$10K +44 +0.5%
TCA
815
Transcend Capital Advisors
New Jersey
$2.25M +$237K +1,041 +12%
SPWM
816
Schrum Private Wealth Management
Florida
$2.24M +$1.35M +5,960 +170%
PWP
817
Perfromance Wealth Partners
Illinois
$2.24M +$205K +902 +11%
FWS
818
FinDec Wealth Services
California
$2.21M +$2.27K +10 +0.1%
CM
819
Columbus Macro
Pennsylvania
$2.21M +$27.5K +121 +1%
SC
820
Scotia Capital
Ontario, Canada
$2.2M +$714K +3,143 +51%
NEPWA
821
New England Private Wealth Advisors
Massachusetts
$2.18M +$8.86K +39 +0.4%
HFW
822
Horizon Family Wealth
Illinois
$2.17M +$11.4K +50 +0.6%
CA
823
CGN Advisors
Kansas
$2.17M +$97.5K +429 +5%
FPCP
824
Fort Point Capital Partners
California
$2.17M +$17.3K +76 +0.8%
CI
825
Conning Inc
Connecticut
$2.15M – – –