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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
951
Carl P. Sherr & Co
Massachusetts
$1.31M +$77.7K +354 +6%
GWMIA
952
Global Wealth Management Investment Advisory
Florida
$1.31M -$73.3K -334 -5%
MWM
953
MorganRosel Wealth Management
Colorado
$1.31M -$27.4K -125 -2%
STB
954
S&T Bank
Pennsylvania
$1.31M – – –
RH
955
RFG Holdings
Texas
$1.3M -$34K -155 -3%
CWG
956
Cornerstone Wealth Group
North Carolina
$1.3M +$98.8K +450 +8%
BIA
957
Bell Investment Advisors
California
$1.3M -$39.5K -180 -3%
NRC
958
New Republic Capital
North Carolina
$1.3M +$15.2K +69 +1%
DWM
959
Dogwood Wealth Management
Kansas
$1.29M -$1.54K -7 -0.1%
CSPAM
960
Cary Street Partners Asset Management
Virginia
$1.28M -$65.7K -299 -5%
CIC
961
Carnegie Investment Counsel
Ohio
$1.28M -$59.7K -272 -4%
FFA
962
Farther Finance Advisors
California
$1.28M -$145K -662 -10%
MAS
963
Madden Advisory Services
Florida
$1.28M +$16.9K +77 +1%
GWANC
964
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.28M +$80.6K +367 +7%
MWP
965
Meridian Wealth Partners
Pennsylvania
$1.28M -$75.1K -342 -6%
EFA
966
Edge Financial Advisors
Illinois
$1.28M +$417K +1,897 +48%
DFC
967
DBK Financial Counsel
Ohio
$1.27M -$14.7K -67 -1%
KFP
968
KMG Fiduciary Partners
Ohio
$1.27M – – –
BMCM
969
Bryn Mawr Capital Management
Pennsylvania
$1.27M -$2.2K -10 -0.2%
CFP
970
Cascade Financial Partners
California
$1.26M -$107K -488 -8%
LG
971
LAM Group
Oregon
$1.26M -$9.88K -45 -0.8%
GC
972
Gibson Capital
Pennsylvania
$1.26M – – –
BFG
973
Baron Financial Group
New Jersey
$1.26M +$339K +1,545 +37%
CSIC
974
Clifford Swan Investment Counsel
California
$1.25M – – –
GFS
975
GYL Financial Synergies
Connecticut
$1.25M +$199K +905 +19%