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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
876
Legacy Advisors
Pennsylvania
$2.56M -$245K -907 -8%
JPLA
877
Joseph P. Lucia & Associates
New York
$2.56M -$5.14K -19 -0.2%
SC
878
Scotia Capital
Ontario, Canada
$2.56M -$379K -1,402 -13%
ZF
879
Zhang Financial
Michigan
$2.55M +$65.8K +243 +3%
Vontobel Holding
880
Vontobel Holding
Switzerland
$2.55M -$150K -555 -5%
FFN
881
Focus Financial Network
Minnesota
$2.55M -$2.71K -10 -0.1%
ECA
882
Elevated Capital Advisors
Utah
$2.53M +$67.9K +251 +3%
PWP
883
Principle Wealth Partners
Connecticut
$2.52M -$9.74K -36 -0.4%
SWRP
884
Summit Wealth & Retirement Planning
California
$2.52M +$173K +640 +7%
TFM
885
TFC Financial Management
Massachusetts
$2.52M -$79.6K -294 -3%
SB
886
Simmons Bank
Arkansas
$2.5M +$63.9K +236 +3%
SWA
887
SOA Wealth Advisors
New York
$2.5M -$162K -600 -6%
FIA
888
Foundations Investment Advisors
Arizona
$2.5M -$222K -819 -8%
LFA
889
Level Financial Advisors
New York
$2.49M +$298K +1,101 +13%
LHEI
890
Leo H. Evart Inc
California
$2.49M +$2.57M +9,497 New
GIM
891
Goelzer Investment Management
Indiana
$2.48M -$133K -490 -5%
BTI
892
Blue Trust Inc
Georgia
$2.48M -$63.9K -236 -2%
WWM
893
Western Wealth Management
Colorado
$2.48M +$103K +382 +4%
APWM
894
Argonautica Private Wealth Management
Massachusetts
$2.47M +$58.2K +215 +2%
MI
895
Moneywise Inc
Virginia
$2.47M -$187K -691 -7%
HWM
896
Hohimer Wealth Management
Washington
$2.47M +$205K +757 +9%
WP
897
Wealthspan Partners
Iowa
$2.47M +$79.8K +295 +3%
SWA
898
Strategies Wealth Advisors
Michigan
$2.46M +$1.62K +6 +0.1%
SF
899
SWP Financial
California
$2.45M -$86.9K -321 -3%
OL
900
Optas LLC
Texas
$2.45M -$70.6K -261 -3%