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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
951
GW&K Investment Management
Massachusetts
$2.02M +$505K +1,972 +34%
CFO
952
Callan Family Office
Pennsylvania
$2.01M +$1.99M +7,773 New
UFPG
953
United Financial Planning Group
New York
$2M -$232K -904 -10%
MHIP
954
Mountain Hill Investment Partners
New Jersey
$2M +$29.5K +115 +2%
Neuberger Berman Group
955
Neuberger Berman Group
New York
$2M -$2.51M -9,815 -56%
KA
956
Kovack Advisors
Florida
$1.99M +$867K +3,386 +78%
TWA
957
TCI Wealth Advisors
Arizona
$1.99M +$199K +775 +11%
MSWMA
958
Market Street Wealth Management Advisors
Indiana
$1.98M -$285K -1,114 -13%
AWA
959
Aaron Wealth Advisors
Illinois
$1.97M +$296K +1,157 +18%
FPH
960
Financial Planning Hawaii
Hawaii
$1.97M +$1.96M +7,638 New
PAM
961
Peak Asset Management
Colorado
$1.97M -$6.41K -25 -0.3%
PCM
962
Pennsylvania Capital Management
Pennsylvania
$1.96M +$36.1K +141 +2%
VFIC
963
Valley Forge Investment Consultants
Pennsylvania
$1.96M +$17.2K +67 +0.9%
IF
964
Ironwood Financial
Arizona
$1.96M +$172K +671 +10%
SC
965
Sierra Capital
Florida
$1.95M – – –
LRWM
966
Lord & Richards Wealth Management
Colorado
$1.94M +$698K +2,723 +57%
AG
967
Advocate Group
Minnesota
$1.93M +$23.8K +93 +1%
VWM
968
Vigilare Wealth Management
Arizona
$1.93M -$12.8M -49,994 -87%
HCM
969
Howland Capital Management
Massachusetts
$1.92M – – –
HAIM
970
Hunter Associates Investment Management
Pennsylvania
$1.92M -$58.2K -227 -3%
EFG
971
Embree Financial Group
Illinois
$1.92M -$83.8K -327 -4%
BFG
972
Berger Financial Group
Minnesota
$1.92M -$64.8K -253 -3%
AIA
973
AssuredPartners Investment Advisors
Florida
$1.91M +$1.44M +5,624 +313%
SL
974
SFM LLC
New Hampshire
$1.91M -$71.2K -278 -4%
GFP
975
Gryphon Financial Partners
Ohio
$1.9M +$120K +469 +7%