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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
976
Private Ocean
California
$1.25M +$231K +1,052 +22%
ULWM
977
Upper Left Wealth Management
Florida
$1.24M +$44.1K +201 +4%
CWA
978
Cornerstone Wealth Advisors
Minnesota
$1.24M +$28.8K +131 +2%
SWM
979
SeaCrest Wealth Management
New York
$1.24M +$88.5K +403 +8%
AP
980
Adero Partners
California
$1.23M -$14.7K -67 -1%
MWM
981
Maripau Wealth Management
Indiana
$1.23M +$395K +1,801 +47%
SWM
982
Silverlake Wealth Management
Vermont
$1.23M +$82.3K +375 +7%
MI
983
Moneywise Inc
Virginia
$1.22M -$24.4K -111 -2%
CPA
984
Cardiff Park Advisors
California
$1.22M +$3.29K +15 +0.3%
TFCP
985
Twin Focus Capital Partners
Massachusetts
$1.22M
GKIM
986
GW&K Investment Management
Massachusetts
$1.22M
IBOK
987
Independence Bank of Kentucky
Kentucky
$1.22M +$91.6K +417 +8%
QCG
988
Quadrant Capital Group
Ohio
$1.21M
DWM
989
Defined Wealth Management
Oregon
$1.21M +$4.61K +21 +0.4%
UWS
990
Unique Wealth Strategies
Illinois
$1.2M
BCP
991
Berkeley Capital Partners
Georgia
$1.2M +$136K +619 +13%
PCP
992
Proficio Capital Partners
Massachusetts
$1.2M
EAM
993
Evanson Asset Management
California
$1.19M
GT
994
Greenleaf Trust
Michigan
$1.19M -$10.3K -47 -0.9%
LNWWM
995
Laird Norton Wetherby Wealth Management
California
$1.19M -$4.83K -22 -0.4%
MWA
996
Muirfield Wealth Advisors
North Carolina
$1.19M -$1.76K -8 -0.1%
JAG
997
Journey Advisory Group
Kentucky
$1.18M -$712K -3,244 -37%
Renaissance Technologies
998
Renaissance Technologies
New York
$1.18M +$1.19M +5,400 New
WP
999
WMS Partners
Maryland
$1.18M -$267K -1,218 -18%
BAM
1000
BOS Asset Management
Illinois
$1.17M -$36.7K -167 -3%