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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
1001
Libra Wealth
California
$1.23M +$282K +1,309 +32%
TW
1002
TritonPoint Wealth
Maryland
$1.23M -$110K -512 -7%
FAB
1003
First American Bank
Illinois
$1.23M +$11.4K +53 +1%
CWM
1004
Cherrydale Wealth Management
New Jersey
$1.23M -$425K -1,976 -27%
SHFA
1005
SC&H Financial Advisors
Maryland
$1.22M +$21.1K +98 +2%
SVWAG
1006
Sound View Wealth Advisors Group
Georgia
$1.22M -$68.6K -319 -6%
SWM
1007
SeaCrest Wealth Management
New York
$1.21M -$5.81K -27 -0.5%
UWS
1008
Unique Wealth Strategies
Illinois
$1.2M -$3.83M -17,814 -77%
SWM
1009
Silverlake Wealth Management
Vermont
$1.2M -$3.44K -16 -0.3%
VA
1010
Vident Advisory
Georgia
$1.19M
FFO
1011
Fortitude Family Office
Arizona
$1.19M -$1.08K -5 -0.1%
FI
1012
FIDELIS iM
Oregon
$1.19M
MPW
1013
MGO Private Wealth
California
$1.18M +$30.3K +141 +3%
IBOK
1014
Independence Bank of Kentucky
Kentucky
$1.18M -$784K -3,643 -41%
FBFS
1015
First Business Financial Services
Wisconsin
$1.17M -$860 -4 -0.1%
WWM
1016
Western Wealth Management
Colorado
$1.17M +$860 +4 +0.1%
NPT
1017
National Philanthropic Trust
Pennsylvania
$1.17M -$105K -486 -9%
CAM
1018
CPA Asset Management
Florida
$1.16M
SCA
1019
Stillwater Capital Advisors
Pennsylvania
$1.16M
AWA
1020
Adapt Wealth Advisors
Georgia
$1.16M +$1.09M +5,081 New
ORC
1021
O'Rourke & Company
Massachusetts
$1.16M +$46.9K +218 +4%
ARC
1022
Advisor Resource Council
Texas
$1.16M -$9.04M -42,009 -89%
CAM
1023
Cidel Asset Management
Ontario, Canada
$1.15M
PA
1024
Probity Advisors
Texas
$1.15M
TP
1025
Tranquility Partners
Tennessee
$1.15M +$33.3K +155 +3%