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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCG
1051
McCollum Christoferson Group
New York
$524K – – –
SIA
1052
Schechter Investment Advisors
Michigan
$521K +$16.2K +84 +3%
KA
1053
Kovack Advisors
Florida
$517K +$6.95K +36 +1%
NG
1054
Northstar Group
New York
$516K -$6.76K -35 -1%
PFM
1055
Parsec Financial Management
North Carolina
$516K +$36.1K +187 +7%
MGWM
1056
Marks Group Wealth Management
Minnesota
$512K +$64.1K +332 +13%
SWM
1057
Selective Wealth Management
Virginia
$508K +$496K +2,567 +812%
CA
1058
CGN Advisors
Kansas
$507K +$6.37K +33 +1%
FNB
1059
Farmers National Bank
Kentucky
$501K +$19.3K +100 +4%
CPO
1060
Cerity Partners OCIO
New York
$499K +$4.83K +25 +0.9%
Susquehanna International Group
1061
Susquehanna International Group
Pennsylvania
$499K +$548K +2,836 New
SWM
1062
SFG Wealth Management
Maryland
$498K -$38.6K -200 -7%
1SB
1063
1ST Source Bank
Indiana
$496K -$212K -1,100 -28%
RWA
1064
Redmont Wealth Advisors
Illinois
$493K – – –
WCP
1065
Wick Capital Partners
Pennsylvania
$493K +$95.4K +494 +21%
E
1066
ETFidea
New York
$492K -$14.9K -77 -3%
TWM
1067
Tanager Wealth Management
United Kingdom
$488K – – –
SPWM
1068
Schrum Private Wealth Management
Florida
$488K +$8.11K +42 +2%
BHIA
1069
Birch Hill Investment Advisors
Massachusetts
$486K – – –
FF
1070
Francis Financial
$486K +$501K +2,596 New
T
1071
TCWP
Ohio
$485K -$1.25M -6,486 -70%
BTI
1072
Blue Trust Inc
Georgia
$485K +$440K +2,280 New
MWM
1073
Maripau Wealth Management
Indiana
$480K -$13.9K -72 -3%
VCM
1074
Vision Capital Management
Oregon
$478K +$161K +835 +44%
SVWAG
1075
Sound View Wealth Advisors Group
Georgia
$477K -$208K -1,077 -28%