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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
951
Planning Directions
Pennsylvania
$978K -$42.7K -226 -4%
PNC
952
Park National Corp
Ohio
$975K +$8.13K +43 +0.9%
AMR
953
Asset Management Resources
Massachusetts
$974K +$77.7K +411 +9%
NRI
954
NFP Retirement Inc
California
$973K +$177K +939 +24%
VWM
955
Venturi Wealth Management
Texas
$972K -$198K -1,048 -18%
SG
956
Somerset Group
Minnesota
$971K +$21.4K +113 +2%
RA
957
Rodgers & Associates
Pennsylvania
$970K
ZB
958
Zions Bancorporation
Utah
$960K
FFA
959
Founders Financial Alliance
North Carolina
$955K
RWM
960
Revisor Wealth Management
Ohio
$955K -$4.91K -26 -0.5%
LFS
961
Lutz Financial Services
Nebraska
$955K
1SB
962
1ST Source Bank
Indiana
$954K -$34.8K -184 -4%
PTC
963
Private Trust Company
Ohio
$949K -$560K -2,963 -38%
PI
964
PFG Investments
New York
$947K +$425K +2,248 +89%
CT
965
Coastline Trust
Rhode Island
$944K +$897K +4,745 New
RCA
966
Ranch Capital Advisors
Florida
$938K +$4.16K +22 +0.5%
NFP
967
NorthLanding Financial Partners
New York
$936K -$1.29M -6,808 -59%
BC
968
Brio Consultants
California
$932K +$218K +1,156 +33%
AMM
969
American Money Management
California
$926K -$8.31K -44 -0.9%
OFG
970
Oxford Financial Group
Indiana
$925K
ORC
971
O'Rourke & Company
Massachusetts
$920K -$15.1K -80 -2%
GWM
972
Geneos Wealth Management
Colorado
$919K +$342K +1,808 +64%
FIA
973
Foundations Investment Advisors
Arizona
$914K +$168K +888 +24%
DFC
974
DBK Financial Counsel
Ohio
$913K +$11.5K +61 +1%
Wealth Enhancement Advisory Services
975
Wealth Enhancement Advisory Services
Minnesota
$911K -$249K -1,320 -22%