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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
826
1900 Wealth Management
Texas
$1.08M -$14.5K -75 -1%
VFA
827
Valeo Financial Advisors
Indiana
$1.08M +$108K +558 +10%
OWA
828
Outlook Wealth Advisors
Texas
$1.08M -$205K -1,060 -15%
AWA
829
Alta Wealth Advisors
Massachusetts
$1.08M +$44K +228 +4%
RWM
830
Refined Wealth Management
Utah
$1.08M +$61.4K +318 +5%
FRA
831
Frank Rimerman Advisors
California
$1.07M – – –
RIM
832
Rockbridge Investment Management
New York
$1.07M -$4.28M -22,166 -78%
FCBT
833
First Citizens Bank & Trust
North Carolina
$1.07M +$348K +1,800 +42%
BCA
834
Bay Colony Advisors
Massachusetts
$1.07M +$175K +908 +20%
ZCM
835
Ziegler Capital Management
Illinois
$1.07M +$719K +3,725 +160%
CWM
836
Cabot Wealth Management
Massachusetts
$1.06M – – –
STB
837
S&T Bank
Pennsylvania
$1.06M – – –
Wealth Enhancement Advisory Services
838
Wealth Enhancement Advisory Services
Minnesota
$1.05M -$109K -562 -9%
KTA
839
Keeley-Teton Advisors
Illinois
$1.04M +$579 +3 +0.1%
QCG
840
Quadrant Capital Group
Ohio
$1.04M +$11.6K +60 +1%
KP
841
Keel Point
Alabama
$1.04M -$491K -2,542 -33%
TA
842
Tiedemann Advisors
New York
$1.04M -$146K -756 -11%
JCM
843
J2 Capital Management
Michigan
$1.04M +$26.3K +136 +2%
DP
844
Denver PWM
Colorado
$1.03M -$90.2K -467 -7%
PAM
845
Peak Asset Management
Colorado
$1.03M -$332K -1,720 -23%
WWM
846
Windsor Wealth Management
Indiana
$1.02M +$184K +953 +20%
PTC
847
Private Trust Company
Ohio
$1.02M -$549K -2,844 -33%
GC
848
Gibson Capital
Pennsylvania
$1.01M – – –
RWG
849
Regal Wealth Group
California
$1.01M +$2.32K +12 +0.2%
DI
850
Disciplined Investments
Oklahoma
$1.01M -$77.2K -400 -7%