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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
801
Northern Financial Advisors
Michigan
$2.78M +$2.71M +10,946 New
GLLW
802
Graves Light Lenhart Wealth
Virginia
$2.78M +$64K +258 +2%
FIA
803
Foundations Investment Advisors
Arizona
$2.77M +$1.61M +6,498 +147%
JWA
804
JFS Wealth Advisors
Pennsylvania
$2.76M +$124K +502 +5%
EW
805
Evoke Wealth
California
$2.73M +$991K +3,995 +59%
PF
806
Parker Financial
Washington
$2.73M -$57.3K -231 -2%
SMC
807
Smith, Moore & Co
Missouri
$2.73M -$175K -707 -6%
KA
808
Klingman & Associates
New York
$2.72M
WSFS
809
Wilmington Savings Fund Society
Delaware
$2.72M -$1.62M -6,518 -38%
PWP
810
Perfromance Wealth Partners
Illinois
$2.72M -$142K -571 -5%
EWA
811
Encompass Wealth Advisors
Oregon
$2.71M +$99.5K +401 +4%
SFS
812
Security Financial Services
Indiana
$2.71M -$2.73K -11 -0.1%
SC
813
Stephens Consulting
Michigan
$2.7M -$1.06M -4,263 -29%
SFWC
814
Strategic Family Wealth Counselors
New Jersey
$2.7M +$75.6K +305 +3%
PCM
815
Parsons Capital Management
Rhode Island
$2.7M -$451K -1,817 -15%
TWM
816
Tanager Wealth Management
United Kingdom
$2.7M +$7.19K +29 +0.3%
Vontobel Holding
817
Vontobel Holding
Switzerland
$2.69M -$65.7K -265 -2%
WTA
818
Washington Trust Advisors
Massachusetts
$2.69M +$23.6K +95 +0.9%
BCM
819
BTC Capital Management
Iowa
$2.68M
EF
820
Envision Financial
Wisconsin
$2.67M +$262K +1,057 +11%
VCM
821
Viewpoint Capital Management
Washington
$2.66M
GIM
822
Goelzer Investment Management
Indiana
$2.66M +$992 +4 +0%
IRAG
823
Investment Research & Advisory Group
Georgia
$2.65M -$393K -1,584 -13%
TDWM
824
Topel & Distasi Wealth Management
California
$2.65M -$57.8K -233 -2%
CPA
825
Compass Planning Associates
Massachusetts
$2.64M +$330K +1,332 +15%