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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
951
Upper Left Wealth Management
Florida
$1.29M +$922K +4,787 +379%
MAS
952
Madden Advisory Services
Florida
$1.29M -$13.9K -72 -1%
MI
953
Moneywise Inc
Virginia
$1.28M -$63.4K -329 -5%
PI
954
PFG Investments
New York
$1.28M +$197K +1,020 +20%
STB
955
S&T Bank
Pennsylvania
$1.28M
RWM
956
Refined Wealth Management
Utah
$1.28M +$105K +546 +10%
LNWWM
957
Laird Norton Wetherby Wealth Management
California
$1.27M -$52.4K -272 -4%
DL
958
DOHJ LLC
Washington
$1.27M -$4.5M -23,357 -80%
DWM
959
Dogwood Wealth Management
Kansas
$1.27M +$1.15M +5,951 New
CCA
960
Conservest Capital Advisors
Pennsylvania
$1.26M +$294K +1,525 +35%
AL
961
ACAS LLC
California
$1.26M -$124K -642 -10%
KFP
962
KMG Fiduciary Partners
Ohio
$1.26M +$4.43K +23 +0.4%
NRC
963
New Republic Capital
North Carolina
$1.25M
KP
964
Keel Point
Alabama
$1.25M +$11K +57 +1%
BMCM
965
Bryn Mawr Capital Management
Pennsylvania
$1.25M -$42.4K -220 -4%
PCP
966
Proficio Capital Partners
Massachusetts
$1.25M -$20K -104 -2%
BBHC
967
Brown Brothers Harriman & Co
New York
$1.24M +$639K +3,315 +132%
AFG
968
Allegheny Financial Group
Pennsylvania
$1.24M +$176K +912 +19%
LG
969
LAM Group
Oregon
$1.24M -$963 -5 -0.1%
GC
970
Gibson Capital
Pennsylvania
$1.23M
CPP
971
Capasso Planning Partners
South Carolina
$1.22M -$2.12K -11 -0.2%
NRI
972
NFP Retirement Inc
California
$1.22M +$115K +598 +12%
HCC
973
Hirtle Callaghan & Co
Pennsylvania
$1.22M -$40.3K -209 -4%
AP
974
Adero Partners
California
$1.22M +$33.7K +175 +3%
BAM
975
BOS Asset Management
Illinois
$1.22M +$3.27K +17 +0.3%