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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
876
Ashton Thomas Private Wealth
Arizona
$267K +$257K +1,611 New
1IA
877
1834 Investment Advisors
Wisconsin
$265K
ECG
878
EPIQ Capital Group
California
$264K +$254K +1,594 New
CT
879
Coastline Trust
Rhode Island
$263K +$14.3K +90 +6%
NRI
880
NFP Retirement Inc
California
$262K +$252K +1,585 New
CFD
881
Creative Financial Designs
Indiana
$261K -$139K -875 -36%
TCA
882
Transcend Capital Advisors
New Jersey
$258K +$248K +1,560 New
JSL
883
JT Stratford LLC
Georgia
$257K -$2.55K -16 -1%
CA
884
CapWealth Advisors
Tennessee
$255K -$45.4K -285 -16%
RFA
885
Reilly Financial Advisors
California
$255K -$319 -2 -0.1%
HF
886
HRT Financial
New York
$254K +$244K +1,534 New
HWM
887
Hohimer Wealth Management
Washington
$253K +$244K +1,530 New
DE
888
Day & Ennis
Georgia
$251K +$1.27K +8 +0.5%
OPCM
889
Osborne Partners Capital Management
California
$249K -$105K -660 -31%
FI
890
FormulaFolio Investments
Michigan
$248K +$239K +1,498 New
NF
891
Nikulski Financial
Iowa
$247K
PFPT
892
Pinnacle Financial Partners (Tennessee)
Tennessee
$246K -$92.5K -581 -28%
BMO
893
Beck Mack & Oliver
New York
$245K
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K
RT
895
Rockland Trust
Massachusetts
$244K -$634K -3,980 -73%
Janus Henderson Group
896
Janus Henderson Group
$244K -$147K -925 -39%
RG
897
Rikoon Group
New Mexico
$244K +$637 +4 +0.3%
PWA
898
Peterson Wealth Advisors
Utah
$244K +$235K +1,476 New
FCB
899
First Command Bank
Texas
$243K -$8.28K -52 -3%
FCFS
900
First Command Financial Services
Texas
$243K -$8.28K -52 -3%