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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
876
Cassady Schiller Wealth Management
Ohio
$932K -$37.2K -197 -3%
MWP
877
Meridian Wealth Partners
Pennsylvania
$931K -$6.23K -33 -0.6%
LFS
878
Lutz Financial Services
Nebraska
$931K -$4.72K -25 -0.5%
OA
879
Oxbow Advisors
Texas
$931K
KIA
880
KCM Investment Advisors
California
$931K +$43K +228 +4%
SSW
881
Stone Summit Wealth
Florida
$930K +$38.7K +205 +4%
SWM
882
Southern Wealth Management
Texas
$926K +$639K +3,387 +220%
SWA
883
Stratos Wealth Advisors
Ohio
$925K -$1.44M -7,644 -59%
AMM
884
American Money Management
California
$921K -$1.13K -6 -0.1%
ACM
885
Armbruster Capital Management
New York
$920K
Lido Advisors
886
Lido Advisors
California
$915K +$273K +1,444 +37%
VIM
887
Vista Investment Management
Pennsylvania
$913K -$14.3K -76 -1%
SHFA
888
SC&H Financial Advisors
Maryland
$913K +$54.8K +290 +6%
CMBA
889
C.M. Bidwell & Associates
Hawaii
$913K +$152K +805 +18%
PFSC
890
Peoples Financial Services Corp
Pennsylvania
$901K -$378 -2 -0%
Wealth Enhancement Advisory Services
891
Wealth Enhancement Advisory Services
Minnesota
$897K -$131K -694 -12%
BP
892
BBR Partners
New York
$895K -$804K -4,257 -45%
PD
893
Planning Directions
Pennsylvania
$884K -$188K -994 -16%
SCA
894
Stillwater Capital Advisors
Pennsylvania
$884K -$14.2K -75 -1%
PA
895
Probity Advisors
Texas
$883K
KP
896
Keel Point
Alabama
$877K -$8.5K -45 -0.9%
TCOV
897
Trust Company of Vermont
Vermont
$872K +$171K +906 +22%
RW
898
Rede Wealth
Virginia
$866K +$78.7K +417 +9%
GW
899
GW & Wade
Massachusetts
$864K +$955K +5,058 New
SFP
900
Strategic Financial Partners
Oregon
$862K +$21.7K +115 +2%