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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
951
Advisors Capital Management
New Jersey
$1.3M +$799K +4,146 +211%
ULWM
952
Upper Left Wealth Management
Florida
$1.29M +$922K +4,787 +379%
MAS
953
Madden Advisory Services
Florida
$1.29M -$13.9K -72 -1%
MI
954
Moneywise Inc
Virginia
$1.28M -$63.4K -329 -5%
PI
955
PFG Investments
New York
$1.28M +$197K +1,020 +20%
STB
956
S&T Bank
Pennsylvania
$1.28M – – –
RWM
957
Refined Wealth Management
Utah
$1.28M +$105K +546 +10%
LNWWM
958
Laird Norton Wetherby Wealth Management
California
$1.27M -$52.4K -272 -4%
DL
959
DOHJ LLC
Washington
$1.27M -$4.5M -23,357 -80%
DWM
960
Dogwood Wealth Management
Kansas
$1.27M +$1.15M +5,951 New
CCA
961
Conservest Capital Advisors
Pennsylvania
$1.26M +$294K +1,525 +35%
AL
962
ACAS LLC
California
$1.26M -$124K -642 -10%
KFP
963
KMG Fiduciary Partners
Ohio
$1.26M +$4.43K +23 +0.4%
NRC
964
New Republic Capital
North Carolina
$1.25M – – –
KP
965
Keel Point
Alabama
$1.25M +$11K +57 +1%
BMCM
966
Bryn Mawr Capital Management
Pennsylvania
$1.25M -$42.4K -220 -4%
PCP
967
Proficio Capital Partners
Massachusetts
$1.25M -$20K -104 -2%
BBHC
968
Brown Brothers Harriman & Co
New York
$1.24M +$639K +3,315 +132%
AFG
969
Allegheny Financial Group
Pennsylvania
$1.24M +$176K +912 +19%
LG
970
LAM Group
Oregon
$1.24M -$963 -5 -0.1%
GC
971
Gibson Capital
Pennsylvania
$1.23M – – –
CPP
972
Capasso Planning Partners
South Carolina
$1.22M -$2.12K -11 -0.2%
NRI
973
NFP Retirement Inc
California
$1.22M +$115K +598 +12%
HCC
974
Hirtle Callaghan & Co
Pennsylvania
$1.22M -$40.3K -209 -4%
AP
975
Adero Partners
California
$1.22M +$33.7K +175 +3%