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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
826
JFS Wealth Advisors
Pennsylvania
$2.92M +$71.2K +263 +2%
BRWA
827
B. Riley Wealth Advisors
Florida
$2.92M -$891K -3,293 -22%
MFS
828
McNamara Financial Services
Massachusetts
$2.91M -$99.9K -369 -3%
PWMA
829
Pension & Wealth Management Advisors
Massachusetts
$2.9M -$15.7K -58 -0.5%
SWP
830
Summit Wealth Partners
Florida
$2.89M -$267K -988 -8%
MMRF
831
Michelson Medical Research Foundation
California
$2.88M
PF
832
Parker Financial
Washington
$2.88M +$49K +181 +2%
SB
833
Strategic Blueprint
Georgia
$2.86M -$236K -873 -7%
NEPWA
834
New England Private Wealth Advisors
Massachusetts
$2.85M -$142K -525 -5%
WSFS
835
Wilmington Savings Fund Society
Delaware
$2.84M -$117K -433 -4%
OFG
836
Oxford Financial Group
Indiana
$2.84M -$258K -955 -8%
KFA
837
Kelleher Financial Advisors
New York
$2.84M
PFG
838
Pacific Financial Group
Washington
$2.83M -$156K -578 -5%
EWA
839
Encompass Wealth Advisors
Oregon
$2.83M +$10.8K +40 +0.4%
TWM
840
Tanager Wealth Management
United Kingdom
$2.83M +$223K +825 +8%
WIM
841
Westside Investment Management
California
$2.82M +$56.8K +210 +2%
SC
842
Shuttleworth & Co
Ohio
$2.82M +$2.91M +10,760 New
PCMU
843
Paragon Capital Management (Utah)
Utah
$2.82M -$113K -417 -4%
CIA
844
Choate Investment Advisors
Massachusetts
$2.81M +$1.68M +6,191 +136%
WF
845
Welch & Forbes
Massachusetts
$2.79M -$23.8K -88 -0.8%
HT
846
Heritage Trust
Oklahoma
$2.79M +$174K +643 +6%
IVP
847
Intrinsic Value Partners
Arizona
$2.77M +$27.1K +100 +1%
BCM
848
BTC Capital Management
Iowa
$2.76M
TDWM
849
Topel & Distasi Wealth Management
California
$2.76M +$20.3K +75 +0.7%
KA
850
Klingman & Associates
New York
$2.74M -$9.2K -34 -0.3%