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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSS
1001
Rosenblum Silverman Sutton
California
$608K +$1.51K +8 +0.2%
SWM
1002
Spire Wealth Management
Virginia
$606K -$766K -4,056 -53%
RG
1003
Rathbones Group
United Kingdom
$600K -$56.6K -300 -8%
BSWA
1004
Bromfield Sneider Wealth Advisors
Massachusetts
$600K +$42.9K +227 +7%
EW
1005
Enzi Wealth
Texas
$600K +$583K +3,090 New
HSA
1006
HBK Sorce Advisory
Pennsylvania
$598K +$322K +1,706 +95%
KFA
1007
Kelleher Financial Advisors
New York
$596K +$659K +3,489 New
SFS
1008
Strategic Financial Services
New York
$594K +$222K +1,175 +51%
PCM
1009
Pennsylvania Capital Management
Pennsylvania
$593K +$189 +1 +0%
MPW
1010
Melone Private Wealth
Michigan
$590K -$2.27K -12 -0.4%
DI
1011
DFPG Investments
Utah
$590K – – –
GG
1012
Gofen & Glossberg
Illinois
$588K +$56.6K +300 +10%
SDWMA
1013
Schneider Downs Wealth Management Advisors
Pennsylvania
$584K – – –
MFA
1014
Mayflower Financial Advisors
Massachusetts
$584K +$30.8K +163 +5%
ECM
1015
Exchange Capital Management
Michigan
$581K +$5.66K +30 +0.9%
WIP
1016
WealthCare Investment Partners
Rhode Island
$580K -$18.7K -99 -3%
TC
1017
TownSquare Capital
Utah
$578K +$149K +788 +30%
CAI
1018
Capital Advisors Inc
Oklahoma
$577K +$222K +1,175 +54%
SWM
1019
Stockman Wealth Management
Montana
$576K – – –
FPTW
1020
Franklin, Parlapiano, Turner & Welch
Texas
$572K – – –
SIA
1021
Soltis Investment Advisors
Utah
$572K +$32.5K +172 +5%
SAM
1022
SignalPoint Asset Management
Missouri
$569K -$21.1K -112 -3%
BFO
1023
Biltmore Family Office
North Carolina
$567K – – –
RC
1024
RegentAtlantic Capital
New Jersey
$566K -$191K -1,009 -23%
Citadel Advisors
1025
Citadel Advisors
Florida
$566K +$625K +3,310 New