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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
976
Total Wealth Planning
Ohio
$662K +$62.8K +325 +9%
SOAG
977
Silver Oak Advisory Group
Oregon
$660K -$10.2K -53 -1%
BS
978
Boenning & Scattergood
Pennsylvania
$659K +$220K +1,140 +44%
BONH
979
Bank of New Hampshire
New Hampshire
$654K -$1.93K -10 -0.3%
ACP
980
Ashfield Capital Partners
California
$650K -$4.25K -22 -0.6%
CIA
981
Capital Investment Advisors
Georgia
$645K -$200K -1,035 -22%
GWM
982
Geneos Wealth Management
Colorado
$643K -$17K -88 -2%
Janus Henderson Group
983
Janus Henderson Group
$642K -$3.48K -18 -0.5%
SWM
984
SeaCrest Wealth Management
New York
$642K +$32.8K +170 +5%
FPCP
985
Fort Point Capital Partners
California
$641K -$10.4K -54 -1%
IPW
986
Intergy Private Wealth
Colorado
$640K -$372K -1,928 -35%
WCF
987
West Coast Financial
California
$631K -$480K -2,485 -41%
LNWTC
988
Laird Norton Wetherby Trust Company
Washington
$628K +$72.2K +374 +12%
MWM
989
Modera Wealth Management
New Jersey
$625K -$204K -1,056 -23%
SSWM
990
Smith Salley Wealth Management
North Carolina
$625K -$156K -806 -19%
RSS
991
Rosenblum Silverman Sutton
California
$625K – – –
CGPCS
992
Capital Group Private Client Services
California
$625K +$31.7K +164 +5%
SWM
993
Segment Wealth Management
Texas
$623K +$966 +5 +0.1%
WIP
994
WealthCare Investment Partners
Rhode Island
$615K -$90.8K -470 -12%
KTM
995
Keeler Thomas Management
Utah
$614K -$1.16M -5,991 -63%
PCM
996
Pennsylvania Capital Management
Pennsylvania
$611K +$29.5K +153 +5%
MHS
997
M Holdings Securities
Oregon
$610K -$233K -1,205 -26%
ASW
998
Astoria Strategic Wealth
Texas
$609K -$148K -767 -18%
TPA
999
Trivium Point Advisory
Connecticut
$609K -$61.6K -319 -9%
FLA
1000
Financial Life Advisors
Texas
$609K -$21K -109 -3%