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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1101
Aprio Wealth Management
Georgia
$1.54M +$499K +1,844 +46%
DWM
1102
Dogwood Wealth Management
Kansas
$1.54M – – –
TCA
1103
Transcend Capital Advisors
New Jersey
$1.53M -$49K -181 -3%
SWM
1104
SigFig Wealth Management
California
$1.53M -$145K -535 -8%
PWM
1105
Pines Wealth Management
North Carolina
$1.53M +$234K +863 +17%
Russell Investments Group
1106
Russell Investments Group
United Kingdom
$1.53M +$358K +1,324 +29%
RWM
1107
Rockwood Wealth Management
Pennsylvania
$1.53M – – –
CWA
1108
Cornerstone Wealth Advisors
Minnesota
$1.52M -$28.1K -104 -2%
MPI
1109
Mairs & Power Inc
Minnesota
$1.52M +$1.17M +4,309 +288%
CMBA
1110
C.M. Bidwell & Associates
Hawaii
$1.51M -$65.8K -243 -4%
MAS
1111
Madden Advisory Services
Florida
$1.51M -$66.6K -246 -4%
LG
1112
LAM Group
Oregon
$1.51M – – –
MSF
1113
Mustard Seed Financial
Arkansas
$1.5M +$92K +340 +6%
G
1114
GuidedMoney
Wisconsin
$1.5M +$7.04K +26 +0.5%
LC
1115
Luminist Capital
Michigan
$1.5M +$35.7K +132 +2%
PCA
1116
Pallas Capital Advisors
Massachusetts
$1.5M +$1.01M +3,741 +190%
SLWM
1117
Stone Loft Wealth Management
Pennsylvania
$1.49M +$1.21M +4,455 +356%
HP
1118
Holistic Planning
Texas
$1.49M +$19.2K +71 +1%
WEG
1119
World Equity Group
Illinois
$1.48M +$42.2K +156 +3%
CSIC
1120
Clifford Swan Investment Counsel
California
$1.47M -$109K -402 -7%
1WA
1121
180 Wealth Advisors
Washington
$1.46M +$31.1K +115 +2%
AF
1122
Amara Financial
California
$1.45M +$4.87K +18 +0.3%
GW
1123
Graetz Wealth
Michigan
$1.45M +$4.87K +18 +0.3%
NCTC
1124
New Covenant Trust Company
Indiana
$1.45M -$126K -465 -8%
FA
1125
Fiduciary Alliance
South Carolina
$1.45M +$106K +393 +8%