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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1076
Arcadia Investment Advisors
Idaho
$10.6K
WAS
1077
Winch Advisory Services
Wisconsin
$10K
RG
1078
Retirement Group
California
$10K +$9K +67 New
FP
1079
Financial Perspectives
Minnesota
$9.62K
MF
1080
Manchester Financial
California
$8K
PAIM
1081
Punch & Associates Investment Management
Minnesota
$8K
SCA
1082
Stonebridge Capital Advisors
Minnesota
$8K
FNBOSM
1083
First National Bank of South Miami
Florida
$7K
LB
1084
Legacy Bridge
Iowa
$7K
WCG
1085
Weaver Consulting Group
California
$7K
FWM
1086
Filbrandt Wealth Management
Wisconsin
$7K +$6.71K +50 New
PFO
1087
Pathstone Family Office
New Jersey
$6K -$77.1K -574 -94%
MA
1088
MCF Advisors
Kentucky
$6K -$11K -82 -68%
TPWA
1089
TRUE Private Wealth Advisors
Oregon
$6K -$3.76K -28 -39%
PWM
1090
Provident Wealth Management
Tennessee
$6K +$5.24K +39 New
RWB
1091
RMR Wealth Builders
New Jersey
$6K +$5.91K +44 New
CIA
1092
Cascade Investment Advisors
Oregon
$5.83K +$671 +5 +14%
RCA
1093
Reitz Capital Advisors
Michigan
$5K +$4.57K +34 New
FA
1094
Faithward Advisors
Pennsylvania
$4K
LAS
1095
Lloyd Advisory Services
Georgia
$4K
MAM
1096
Meeder Asset Management
Ohio
$3K -$2.42K -18 -47%
CIM
1097
Contravisory Investment Management
Massachusetts
$3K
DCM
1098
Davis Capital Management
Florida
$3K
SIS
1099
Sound Income Strategies
Florida
$3K
SA
1100
SRH Advisors
Kansas
$3K