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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1001
Heritage Wealth Advisors
Virginia
$775K -$5.82K -30 -0.7%
RWM
1002
Ritholtz Wealth Management
New York
$774K +$5.43K +28 +0.7%
BCP
1003
Berkeley Capital Partners
Georgia
$770K -$11.8K -61 -1%
TWD
1004
True Wealth Design
Ohio
$758K -$72.7K -375 -9%
AWA
1005
Aaron Wealth Advisors
Illinois
$758K +$61.5K +317 +9%
ECM
1006
Exchange Capital Management
Michigan
$756K +$114K +590 +17%
SWM
1007
SeaCrest Wealth Management
New York
$752K +$582 +3 +0.1%
WWM
1008
Western Wealth Management
Colorado
$751K -$368K -1,898 -32%
NRI
1009
NFP Retirement Inc
California
$750K +$91.1K +470 +13%
HKIMG
1010
Hutchens & Kramer Investment Management Group
Indiana
$746K -$120K -619 -14%
DF
1011
DecisionPoint Financial
Arizona
$746K -$28.9K -149 -4%
PI
1012
PFS Investments
Georgia
$745K +$59.9K +309 +8%
CPSAC
1013
Chas P. Smith & Associates (CPS)
Florida
$744K -$12.2K -63 -2%
EWA
1014
Etesian Wealth Advisors
Oregon
$734K -$6.59K -34 -0.9%
YIA
1015
YHB Investment Advisors
Connecticut
$734K +$393K +2,025 +110%
MIG
1016
McGuire Investment Group
Rhode Island
$732K +$94.6K +488 +14%
RWM
1017
Rockwood Wealth Management
Pennsylvania
$731K
WA
1018
Waterford Advisors
New York
$730K +$23.9K +123 +3%
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$728K +$489K +2,523 +192%
BONH
1020
Bank of New Hampshire
New Hampshire
$724K +$21.3K +110 +3%
LDB
1021
Lee, Danner & Bass
Tennessee
$723K
KAM
1022
KEB Asset Management
Illinois
$722K
NWM
1023
Northwest Wealth Management
Iowa
$713K +$111K +571 +18%
TWM
1024
Trevian Wealth Management
Massachusetts
$711K -$3.3K -17 -0.5%
CWM
1025
CCG Wealth Management
California
$707K -$77.2K -398 -10%