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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1076
Strategic Wealth Advisors
Arizona
$1.58M +$1.57M +6,133 New
RBC
1077
Romano Brothers & Co
Illinois
$1.58M -$16.4K -64 -1%
CCT
1078
Capital City Trust
Florida
$1.58M +$239K +934 +18%
NCTC
1079
New Covenant Trust Company
Indiana
$1.57M – – –
BCP
1080
Berkeley Capital Partners
Georgia
$1.56M +$2.56K +10 +0.2%
TCA
1081
Transcend Capital Advisors
New Jersey
$1.56M -$1.4M -5,483 -48%
CSIC
1082
Clifford Swan Investment Counsel
California
$1.56M +$12K +47 +0.8%
EFG
1083
Everhart Financial Group
Ohio
$1.55M +$152K +595 +11%
MWM
1084
MorganRosel Wealth Management
Colorado
$1.55M +$118K +461 +8%
CMBA
1085
C.M. Bidwell & Associates
Hawaii
$1.55M +$8.71K +34 +0.6%
TPA
1086
Trivium Point Advisory
Connecticut
$1.55M -$6.15K -24 -0.4%
MAS
1087
Madden Advisory Services
Florida
$1.55M +$10.8K +42 +0.7%
CF
1088
Calder Financial
Pennsylvania
$1.55M +$1.54M +6,007 New
WWA
1089
Wisconsin Wealth Advisors
Wisconsin
$1.54M -$1.28K -5 -0.1%
AWM
1090
Aberdeen Wealth Management
Illinois
$1.54M +$1.53M +5,981 New
WJWM
1091
Williams Jones Wealth Management
New York
$1.54M +$10.8K +42 +0.7%
SPWM
1092
Schrum Private Wealth Management
Florida
$1.53M -$40.5K -158 -3%
CWA
1093
Cornerstone Wealth Advisors
Minnesota
$1.53M +$40.5K +158 +3%
FB
1094
Fulton Bank
Pennsylvania
$1.52M +$63.3K +247 +4%
KCM
1095
Kendall Capital Management
Maryland
$1.52M – – –
MWA
1096
Muirfield Wealth Advisors
North Carolina
$1.52M -$57.9K -226 -4%
CFP
1097
Cascade Financial Partners
California
$1.52M – – –
CSF
1098
Capital Squared Financial
Maryland
$1.51M +$58.9K +230 +4%
DWM
1099
Dogwood Wealth Management
Kansas
$1.51M -$256 -1 -0%
CT
1100
Colonial Trust
South Carolina
$1.5M -$28.2K -110 -2%