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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Spire Wealth Management
Virginia
$606K -$766K -4,056 -53%
RG
1002
Rathbones Group
United Kingdom
$600K -$56.6K -300 -8%
BSWA
1003
Bromfield Sneider Wealth Advisors
Massachusetts
$600K +$42.9K +227 +7%
EW
1004
Enzi Wealth
Texas
$600K +$583K +3,090 New
HSA
1005
HBK Sorce Advisory
Pennsylvania
$598K +$322K +1,706 +95%
KFA
1006
Kelleher Financial Advisors
New York
$596K +$659K +3,489 New
SFS
1007
Strategic Financial Services
New York
$594K +$222K +1,175 +51%
PCM
1008
Pennsylvania Capital Management
Pennsylvania
$593K +$189 +1 +0%
MPW
1009
Melone Private Wealth
Michigan
$590K -$2.27K -12 -0.4%
DI
1010
DFPG Investments
Utah
$590K
GG
1011
Gofen & Glossberg
Illinois
$588K +$56.6K +300 +10%
SDWMA
1012
Schneider Downs Wealth Management Advisors
Pennsylvania
$584K
MFA
1013
Mayflower Financial Advisors
Massachusetts
$584K +$30.8K +163 +5%
ECM
1014
Exchange Capital Management
Michigan
$581K +$5.66K +30 +0.9%
WIP
1015
WealthCare Investment Partners
Rhode Island
$580K -$18.7K -99 -3%
TC
1016
TownSquare Capital
Utah
$578K +$149K +788 +30%
CAI
1017
Capital Advisors Inc
Oklahoma
$577K +$222K +1,175 +54%
SWM
1018
Stockman Wealth Management
Montana
$576K
FPTW
1019
Franklin, Parlapiano, Turner & Welch
Texas
$572K
SIA
1020
Soltis Investment Advisors
Utah
$572K +$32.5K +172 +5%
SAM
1021
SignalPoint Asset Management
Missouri
$569K -$21.1K -112 -3%
BFO
1022
Biltmore Family Office
North Carolina
$567K
RC
1023
RegentAtlantic Capital
New Jersey
$566K -$191K -1,009 -23%
Citadel Advisors
1024
Citadel Advisors
Florida
$566K +$625K +3,310 New
BBHC
1025
Brown Brothers Harriman & Co
New York
$564K +$199K +1,054 +47%