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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
901
Independent Advisor Alliance
North Carolina
$1.13M +$207K +1,098 +24%
MAS
902
Madden Advisory Services
Florida
$1.13M +$7.56K +40 +0.7%
TA
903
TFG Advisers
Michigan
$1.12M -$18.5K -98 -2%
CSWM
904
Cassady Schiller Wealth Management
Ohio
$1.12M +$48.9K +259 +5%
QCG
905
Quadrant Capital Group
Ohio
$1.12M -$23.1K -122 -2%
EAM
906
Evanson Asset Management
California
$1.11M -$115K -611 -10%
CPP
907
Capasso Planning Partners
South Carolina
$1.11M +$17.2K +91 +2%
TFCP
908
Twin Focus Capital Partners
Massachusetts
$1.1M -$53.9K -285 -5%
AP
909
Adero Partners
California
$1.1M -$195K -1,034 -16%
CSIC
910
Clifford Swan Investment Counsel
California
$1.1M – – –
BBPWM
911
Blue Bell Private Wealth Management
Pennsylvania
$1.1M +$1.01M +5,365 +3,553%
SCP
912
Shorepoint Capital Partners
Massachusetts
$1.1M -$945 -5 -0.1%
TFF
913
The Family Firm
Maryland
$1.09M -$24K -127 -2%
FCBT
914
First Citizens Bank & Trust
North Carolina
$1.09M -$42.5K -225 -4%
OA
915
Oxbow Advisors
Texas
$1.08M – – –
DI
916
Disciplined Investments
Oklahoma
$1.08M -$30.8K -163 -3%
RWM
917
Refined Wealth Management
Utah
$1.08M +$15.3K +81 +2%
GW
918
GW & Wade
Massachusetts
$1.08M +$189 +1 +0%
RRA
919
Round Rock Advisors
Connecticut
$1.07M -$18.9K -100 -2%
VAS
920
Vestmark Advisory Solutions
Massachusetts
$1.07M +$704K +3,724 +225%
DWM
921
Defined Wealth Management
Oregon
$1.07M +$81.1K +429 +9%
TCPWM
922
Traverso Chambers Private Wealth Management
California
$1.07M -$59.3K -314 -6%
KIA
923
KCM Investment Advisors
California
$1.07M -$103K -544 -9%
BWP
924
BSW Wealth Partners
Colorado
$1.07M -$30.2K -160 -3%
Susquehanna International Group
925
Susquehanna International Group
Pennsylvania
$1.06M -$4.61M -24,396 -82%