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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
851
Chas P. Smith & Associates (CPS)
Florida
$825K
SEIA
852
Signature Estate & Investment Advisors
California
$821K -$71K -337 -8%
IRAG
853
Investment Research & Advisory Group
Georgia
$821K +$27.8K +132 +4%
SEP
854
Southland Equity Partners
Missouri
$818K +$9.27K +44 +1%
MPCG
855
Matrix Private Capital Group
New York
$817K +$96.5K +458 +14%
BCP
856
Berkeley Capital Partners
Georgia
$816K -$48.5K -230 -6%
SWPG
857
Strategic Wealth Partners Group
Illinois
$815K +$14.3K +68 +2%
CTA
858
Colonial Trust Advisors
South Carolina
$808K +$341K +1,617 +75%
PWW
859
Pettyjohn Wood & White
Virginia
$806K -$52.5K -249 -6%
FFN
860
Focus Financial Network
Minnesota
$801K -$39.8K -189 -5%
DI
861
DFPG Investments
Utah
$798K -$102K -484 -12%
UBV
862
United Bank (Virginia)
Virginia
$789K -$36K -171 -4%
CCA
863
Cobblestone Capital Advisors
New York
$786K
SAI
864
Systematic Alpha Investments
New Jersey
$780K +$768K +3,645 New
BCA
865
Bay Colony Advisors
Massachusetts
$774K +$39.6K +188 +5%
ASW
866
Astoria Strategic Wealth
Texas
$771K -$31.8K -151 -4%
RWA
867
River Wealth Advisors
Pennsylvania
$770K +$115K +546 +18%
FBFS
868
First Business Financial Services
Wisconsin
$766K +$26.3K +125 +4%
CI
869
Chartist Inc
California
$765K -$60.7K -288 -7%
IC
870
Intersect Capital
California
$761K +$14.7K +70 +2%
QAM
871
QCI Asset Management
New York
$760K -$29.8M -141,297 -98%
LP
872
LGL Partners
Pennsylvania
$754K +$1.9K +9 +0.3%
PWM
873
Perigon Wealth Management
California
$754K +$31K +147 +4%
SFP
874
Strategic Financial Partners
Oregon
$753K +$89.3K +424 +14%
NWS
875
Newport Wealth Strategies
California
$747K +$120K +570 +20%