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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
901
Oxford Financial Group
Indiana
$1.09M – – –
KIA
902
KCM Investment Advisors
California
$1.09M -$200K -879 -15%
SG
903
Somerset Group
Minnesota
$1.09M +$7.73K +34 +0.7%
CIAS
904
Capital Investment Advisory Services
North Carolina
$1.08M +$39.5K +174 +4%
SIC
905
Sigma Investment Counselors
Michigan
$1.08M -$3.41K -15 -0.3%
AWM
906
Aspire Wealth Management
Massachusetts
$1.08M +$1.09M +4,784 New
CCG
907
Cypress Capital Group
Florida
$1.08M +$1.09M +4,785 New
Millennium Management
908
Millennium Management
New York
$1.08M +$491K +2,159 +82%
TCWM
909
Total Clarity Wealth Management
Illinois
$1.08M -$1.37M -6,033 -56%
GJIC
910
Gamble Jones Investment Counsel
California
$1.08M -$79.5K -350 -7%
WWM
911
Windsor Wealth Management
Indiana
$1.07M +$396K +1,742 +59%
AWM
912
Axxcess Wealth Management
California
$1.07M +$1.08M +4,742 New
SNBOSD
913
Security National Bank of So Dak
Iowa
$1.06M – – –
SFG
914
Sovereign Financial Group
Connecticut
$1.06M +$164K +722 +18%
AAMC
915
Asset Allocation & Management Company
Illinois
$1.06M +$357K +1,573 +50%
SFA
916
Souders Financial Advisors
Ohio
$1.05M +$67.7K +298 +7%
WFS
917
Weitzel Financial Services
Iowa
$1.05M +$3.41K +15 +0.3%
FPCP
918
Fort Point Capital Partners
California
$1.04M +$30.2K +133 +3%
SFP
919
Strategic Financial Partners
Oregon
$1.03M +$34.8K +153 +3%
HWA
920
Heritage Wealth Advisors
Virginia
$1.03M – – –
DL
921
DOHJ LLC
Washington
$1.03M +$347K +1,525 +50%
WIP
922
WealthCare Investment Partners
Rhode Island
$1.03M +$1.03M +4,543 New
SWM
923
Soundmark Wealth Management
Washington
$1.03M +$11.1K +49 +1%
AAM
924
Aureus Asset Management
Massachusetts
$1.02M – – –
RM
925
Resource Management
Louisiana
$1.02M +$16.1K +71 +2%