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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1001
Coastline Trust
Rhode Island
$1.32M +$114K +500 +10%
DWM
1002
Defined Wealth Management
Oregon
$1.31M -$3.86K -17 -0.3%
MWA
1003
Muirfield Wealth Advisors
North Carolina
$1.31M +$17K +75 +1%
KP
1004
Keel Point
Alabama
$1.31M -$209K -920 -14%
PA
1005
Probity Advisors
Texas
$1.31M +$111K +488 +10%
IDA
1006
Intelligence Driven Advisers
California
$1.31M -$52.3K -230 -4%
WP
1007
WMS Partners
Maryland
$1.31M +$26.4K +116 +2%
RWM
1008
Rockwood Wealth Management
Pennsylvania
$1.3M +$62.7K +276 +5%
PCP
1009
Proficio Capital Partners
Massachusetts
$1.3M -$3.41K -15 -0.3%
KFP
1010
KMG Fiduciary Partners
Ohio
$1.29M -$89.1K -392 -7%
HP
1011
Holistic Planning
Texas
$1.29M -$215K -948 -15%
GFP
1012
Gryphon Financial Partners
Ohio
$1.29M +$51.4K +226 +4%
BAM
1013
BOS Asset Management
Illinois
$1.28M +$3.18K +14 +0.3%
AFG
1014
Allegheny Financial Group
Pennsylvania
$1.28M +$23.9K +105 +2%
SHFA
1015
SC&H Financial Advisors
Maryland
$1.28M -$682 -3 -0.1%
JWM
1016
Jeppson Wealth Management
California
$1.27M – – –
TPWA
1017
Twin Peaks Wealth Advisors
California
$1.27M +$342K +1,503 +39%
TA
1018
TFG Advisers
Michigan
$1.26M -$9.54K -42 -0.8%
TP
1019
Tranquility Partners
Tennessee
$1.26M +$38.9K +171 +3%
NJIM
1020
Nabity-Jensen Investment Management
Nebraska
$1.25M +$33.9K +149 +3%
IBOK
1021
Independence Bank of Kentucky
Kentucky
$1.25M -$71.8K -316 -6%
TFF
1022
The Family Firm
Maryland
$1.24M +$105K +461 +10%
VA
1023
Vident Advisory
Georgia
$1.24M – – –
FFO
1024
Fortitude Family Office
Arizona
$1.24M – – –
MI
1025
Moneywise Inc
Virginia
$1.24M -$92.5K -407 -7%