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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
901
Cornerstone Wealth Advisors
Minnesota
$1.06M -$150K -808 -12%
QCG
902
Quadrant Capital Group
Ohio
$1.06M -$116K -628 -10%
DI
903
Disciplined Investments
Oklahoma
$1.06M +$8.53K +46 +0.8%
FBFS
904
First Business Financial Services
Wisconsin
$1.05M – – –
RRA
905
Round Rock Advisors
Connecticut
$1.05M – – –
BAM
906
BOS Asset Management
Illinois
$1.05M +$1.06M +5,735 New
CWM
907
Circle Wealth Management
New Jersey
$1.05M – – –
CF
908
Centaurus Financial
California
$1.05M -$4.52M -24,388 -81%
SSW
909
Stone Summit Wealth
Florida
$1.05M +$47.3K +255 +5%
VFA
910
Valeo Financial Advisors
Indiana
$1.04M +$34.5K +186 +3%
TCPWM
911
Traverso Chambers Private Wealth Management
California
$1.04M – – –
SF
912
Safeguard Financial
Wisconsin
$1.04M +$235K +1,269 +29%
TA
913
TFG Advisers
Michigan
$1.04M +$17.1K +92 +2%
MWP
914
Meridian Wealth Partners
Pennsylvania
$1.04M +$40.2K +217 +4%
KFA
915
Kelleher Financial Advisors
New York
$1.04M +$399K +2,153 +62%
MAS
916
Madden Advisory Services
Florida
$1.03M -$3.71K -20 -0.4%
CSIC
917
Clifford Swan Investment Counsel
California
$1.02M – – –
Neuberger Berman Group
918
Neuberger Berman Group
New York
$1.02M +$10.2K +55 +1%
BWP
919
BSW Wealth Partners
Colorado
$1.02M -$184K -995 -15%
KIA
920
KCM Investment Advisors
California
$1.01M +$8.9K +48 +0.9%
OA
921
Oxbow Advisors
Texas
$1M – – –
LFS
922
Lutz Financial Services
Nebraska
$1,000K – – –
1WM
923
1900 Wealth Management
Texas
$994K -$44.5K -240 -4%
CSPAM
924
Cary Street Partners Asset Management
Virginia
$990K -$19.8K -107 -2%
ZF
925
Zhang Financial
Michigan
$987K +$72.8K +393 +8%