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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1051
Kingsview Wealth Management
Oregon
$624K +$37.3K +177 +6%
BWCS
1052
Beirne Wealth Consulting Services
Connecticut
$623K +$377K +1,790 +157%
AWA
1053
Aaron Wealth Advisors
Illinois
$617K -$329K -1,565 -35%
KA
1054
Kovack Advisors
Florida
$616K +$16K +76 +3%
NRI
1055
NFP Retirement Inc
California
$615K +$227K +1,076 +59%
BWM
1056
Boyd Wealth Management
California
$611K +$83.2K +395 +16%
SIA
1057
Schechter Investment Advisors
Michigan
$610K +$105K +498 +21%
E
1058
ETFidea
New York
$610K -$9.05K -43 -1%
JWM
1059
Jeppson Wealth Management
California
$609K +$340K +1,614 +129%
TDC
1060
Thompson Davis & Co
Virginia
$607K -$14.9K -71 -2%
CA
1061
CGN Advisors
Kansas
$605K -$208K -986 -26%
GLLW
1062
Graves Light Lenhart Wealth
Virginia
$600K +$4.21K +20 +0.7%
CPO
1063
Cerity Partners OCIO
New York
$597K +$1.47K +7 +0.2%
RWA
1064
Redmont Wealth Advisors
Illinois
$595K
TWM
1065
Tanager Wealth Management
United Kingdom
$589K -$193K -917 -25%
BHIA
1066
Birch Hill Investment Advisors
Massachusetts
$587K
PFM
1067
Parsec Financial Management
North Carolina
$583K -$206K -980 -26%
FNB
1068
Farmers National Bank
Kentucky
$583K +$421 +2 +0.1%
DWMG
1069
DB Wealth Management Group
California
$582K +$19.2K +91 +3%
MBT
1070
Montecito Bank & Trust
California
$577K +$192K +910 +50%
CCM
1071
Corsair Capital Management
New York
$577K +$690K +3,280 New
BFG
1072
Bouchey Financial Group
New York
$570K -$34M -161,447 -98%
RA
1073
RFG Advisory
Alabama
$569K +$88.4K +420 +19%
KL
1074
KWMG LLC
Kansas
$568K +$40.6K +193 +8%
KCM
1075
Kendall Capital Management
Maryland
$564K -$183K -870 -25%