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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
801
Radnor Capital Management
Pennsylvania
$2.65M -$1.45M -5,911 -35%
JWA
802
JFS Wealth Advisors
Pennsylvania
$2.64M +$246 +1 +0%
KA
803
Klingman & Associates
New York
$2.64M -$22.9K -93 -0.8%
BCA
804
Bay Colony Advisors
Massachusetts
$2.63M -$34.4K -140 -1%
LPP
805
Life Planning Partners
Florida
$2.61M -$19.9K -81 -0.7%
IWM
806
IHT Wealth Management
Illinois
$2.61M -$1.6M -6,493 -37%
IAG
807
Investment Advisory Group
Massachusetts
$2.6M +$285K +1,158 +12%
SL
808
SFM LLC
New Hampshire
$2.6M +$5.41K +22 +0.2%
SFWC
809
Strategic Family Wealth Counselors
New Jersey
$2.6M +$178K +722 +7%
TWM
810
Tanager Wealth Management
United Kingdom
$2.59M -$29.3K -119 -1%
Vontobel Holding
811
Vontobel Holding
Switzerland
$2.59M +$216K +877 +9%
SB
812
Simmons Bank
Arkansas
$2.58M -$49K -199 -2%
YIH
813
Y-Intercept (HK)
Hong Kong
$2.58M +$2.64M +10,737 New
BC
814
Brio Consultants
California
$2.58M +$36.7K +149 +1%
MFIMFI
815
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.58M – – –
GLLW
816
Graves Light Lenhart Wealth
Virginia
$2.56M – – –
GWM
817
Geneos Wealth Management
Colorado
$2.55M +$588K +2,388 +29%
CFD
818
Creative Financial Designs
Indiana
$2.55M +$256K +1,039 +11%
VA
819
Vident Advisory
Georgia
$2.54M +$1.32M +5,356 +103%
SWA
820
Strategies Wealth Advisors
Michigan
$2.53M -$56.6K -230 -2%
BCM
821
BTC Capital Management
Iowa
$2.52M – – –
DWP
822
Destiny Wealth Partners
Florida
$2.52M +$215K +873 +9%
GIM
823
Goelzer Investment Management
Indiana
$2.51M -$64K -260 -2%
WTA
824
Washington Trust Advisors
Massachusetts
$2.49M +$140K +568 +6%
TA
825
TFB Advisors
Kansas
$2.49M +$170K +690 +7%