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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Aspire Wealth Management
Massachusetts
$776K -$18K -97 -2%
SCM
1002
Spreng Capital Management
Ohio
$776K -$20.6K -111 -3%
NGA
1003
Naples Global Advisors
Florida
$773K +$31.1K +168 +4%
EFG
1004
Everhart Financial Group
Ohio
$771K -$14.3K -77 -2%
LW
1005
Libra Wealth
California
$770K -$23.9K -129 -3%
NSIM
1006
North Star Investment Management
Illinois
$768K -$66.5K -359 -8%
TCM
1007
Traynor Capital Management
Pennsylvania
$767K -$11.3K -61 -1%
RW
1008
REDW Wealth
New Mexico
$765K -$79K -426 -9%
CPO
1009
Cerity Partners OCIO
New York
$763K +$172K +928 +29%
SFA
1010
Souders Financial Advisors
Ohio
$762K -$81.2K -438 -10%
CWM
1011
CCG Wealth Management
California
$757K +$484K +2,611 +172%
BCP
1012
Berkeley Capital Partners
Georgia
$757K +$1.3K +7 +0.2%
HWA
1013
Heritage Wealth Advisors
Virginia
$755K +$10.2K +55 +1%
DF
1014
DecisionPoint Financial
Arizona
$750K +$757K +4,085 New
EFL
1015
ERn Financial LLC
Wisconsin
$745K +$753K +4,061 New
RWM
1016
Ritholtz Wealth Management
New York
$744K -$28.4K -153 -4%
KNFPWM
1017
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$742K +$749K +4,043 New
BWCS
1018
Beirne Wealth Consulting Services
Connecticut
$734K -$2.83M -15,283 -79%
CPSAC
1019
Chas P. Smith & Associates (CPS)
Florida
$732K +$14.1K +76 +2%
SWM
1020
SeaCrest Wealth Management
New York
$727K +$15.9K +86 +2%
WFA
1021
Websterrogers Financial Advisors
South Carolina
$726K -$18K -97 -2%
EWA
1022
Etesian Wealth Advisors
Oregon
$717K +$724K +3,908 New
MWM
1023
Mascoma Wealth Management
New Hampshire
$716K -$1.95M -10,514 -73%
SNBOSD
1024
Security National Bank of So Dak
Iowa
$715K -$45.2K -244 -6%
BF
1025
Brooklyn FI
New York
$714K -$575K -3,100 -71%