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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
926
Cary Street Partners Asset Management
Virginia
$1M -$21.7K -112 -2%
AWM
927
Axxcess Wealth Management
California
$998K +$67.1K +346 +7%
1WM
928
1900 Wealth Management
Texas
$994K
BP
929
BBR Partners
New York
$993K
AFG
930
Allegheny Financial Group
Pennsylvania
$990K +$90.2K +465 +10%
VIM
931
Vista Investment Management
Pennsylvania
$983K -$20.9K -108 -2%
SWM
932
Silverlake Wealth Management
Vermont
$982K -$7.76K -40 -0.8%
SFC
933
Strategic Financial Concepts
Texas
$980K +$1M +5,168 New
CAL
934
Capital Analysts LLC
Pennsylvania
$978K +$69.2K +357 +7%
PD
935
Planning Directions
Pennsylvania
$975K +$39.2K +202 +4%
Fiera Capital (Canada)
936
Fiera Capital (Canada)
Quebec, Canada
$969K +$17.3K +89 +2%
PO
937
Private Ocean
California
$964K +$18.8K +97 +2%
WRPWM
938
Werba Rubin Papier Wealth Management
California
$962K
CAM
939
Cidel Asset Management
Ontario, Canada
$957K
ZF
940
Zhang Financial
Michigan
$954K -$66.7K -344 -6%
CWMGP
941
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$953K -$1.78M -9,187 -65%
CMBA
942
C.M. Bidwell & Associates
Hawaii
$952K -$60.1K -310 -6%
JCM
943
Jag Capital Management
Missouri
$951K
AWA
944
Arete Wealth Advisors
Illinois
$949K -$23.7K -122 -2%
FAB
945
First American Bank
Illinois
$947K -$27.7K -143 -3%
ASW
946
Astoria Strategic Wealth
Texas
$946K -$1.36K -7 -0.1%
DFA
947
Delta Financial Advisors
Louisiana
$944K +$1.55K +8 +0.2%
1SB
948
1ST Source Bank
Indiana
$944K +$215K +1,107 +29%
DWM
949
Defined Wealth Management
Oregon
$938K -$12.8K -66 -1%
RA
950
Rodgers & Associates
Pennsylvania
$925K +$194 +1 +0%