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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Congress Wealth Management
Massachusetts
$1.38M +$1.45M +7,298 New
TCOV
852
Trust Company of Vermont
Vermont
$1.37M +$39.1K +196 +3%
BWM
853
BCS Wealth Management
Tennessee
$1.37M +$1.44M +7,234 New
GAM
854
Grandview Asset Management
Pennsylvania
$1.37M +$1.44M +7,229 New
SIA
855
Soltis Investment Advisors
Utah
$1.37M +$68.9K +346 +5%
AGWCA
856
Annis Gardner Whiting Capital Advisors
Florida
$1.37M +$1.44M +7,221 New
CWM
857
Cherrydale Wealth Management
New Jersey
$1.36M +$1.44M +7,212 New
BFG
858
Beacon Financial Group
Texas
$1.35M -$953K -4,781 -42%
WIA
859
World Investment Advisors
California
$1.35M -$183K -921 -11%
GIA
860
Gladstone Institutional Advisory
Florida
$1.34M -$168K -845 -11%
FPIS
861
Financial Planning & Information Services
Wisconsin
$1.33M -$33.9K -170 -2%
TA
862
Tiedemann Advisors
New York
$1.33M +$389K +1,950 +38%
AAM
863
Ameraudi Asset Management
New York
$1.33M -$136K -685 -9%
FB
864
Fulton Bank
Pennsylvania
$1.32M -$17.9K -90 -1%
ESB
865
Essex Savings Bank
Connecticut
$1.32M +$73.3K +368 +6%
SPI
866
Santori & Peters Inc
Pennsylvania
$1.31M +$19.9K +100 +1%
FCM
867
Family Capital Management
Michigan
$1.3M +$99.8K +501 +8%
KA
868
Kovack Advisors
Florida
$1.3M +$6.97K +35 +0.5%
SNBOSCI
869
Security National Bank of Sioux City Iowa
Iowa
$1.3M -$996 -5 -0.1%
RBC
870
Romano Brothers & Co
Illinois
$1.29M -$35.3K -177 -3%
SFG
871
Sunburst Financial Group
Alabama
$1.28M +$32.3K +162 +2%
CAL
872
Capital Analysts LLC
Pennsylvania
$1.28M -$58.6K -294 -4%
PIFP
873
Partners in Financial Planning
Virginia
$1.28M +$1.99K +10 +0.1%
Luther King Capital Management (LKCM)
874
Luther King Capital Management (LKCM)
Texas
$1.28M – – –
MFG
875
MidWestOne Financial Group
Iowa
$1.27M +$987K +4,953 +277%