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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
826
Align Financial
Minnesota
$2.78M +$2.76M +10,780 New
WF
827
Welch & Forbes
Massachusetts
$2.77M -$205K -800 -7%
EWA
828
Encompass Wealth Advisors
Oregon
$2.77M +$19.5K +76 +0.7%
LA
829
Legacy Advisors
Pennsylvania
$2.76M +$268K +1,047 +11%
IRAG
830
Investment Research & Advisory Group
Georgia
$2.75M +$60.7K +237 +2%
WTA
831
Washington Trust Advisors
Massachusetts
$2.75M +$21K +82 +0.8%
OWA
832
Octavia Wealth Advisors
Ohio
$2.75M -$96.3K -376 -3%
SFS
833
Security Financial Services
Indiana
$2.74M -$7.17K -28 -0.3%
DT
834
Diversified Trust
Tennessee
$2.74M +$110K +428 +4%
NFC
835
Northstar Financial Companies
Pennsylvania
$2.73M -$211K -823 -7%
WIM
836
Westside Investment Management
California
$2.73M +$380K +1,485 +16%
ATC
837
Argent Trust Co
Tennessee
$2.73M +$340K +1,326 +14%
BCM
838
BTC Capital Management
Iowa
$2.73M
KA
839
Klingman & Associates
New York
$2.71M -$48.2K -188 -2%
IVP
840
Intrinsic Value Partners
Arizona
$2.7M +$271K +1,057 +11%
VCM
841
Viewpoint Capital Management
Washington
$2.7M
TDWM
842
Topel & Distasi Wealth Management
California
$2.69M +$3.33K +13 +0.1%
CAL
843
Capital Analysts LLC
Pennsylvania
$2.68M +$120K +470 +5%
PWP
844
Perfromance Wealth Partners
Illinois
$2.67M -$83.5K -326 -3%
GSWM
845
Greenup Street Wealth Management
Michigan
$2.67M +$107K +418 +4%
FIA
846
Foundations Investment Advisors
Arizona
$2.67M -$143K -560 -5%
RIA
847
Regal Investment Advisors
Michigan
$2.66M -$252K -983 -9%
Vontobel Holding
848
Vontobel Holding
Switzerland
$2.65M -$75.8K -296 -3%
SYBT
849
Stock Yards Bank & Trust
Kentucky
$2.64M -$14.1K -55 -0.5%
SWA
850
SOA Wealth Advisors
New York
$2.62M -$21.5K -84 -0.8%