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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
1126
Mosaic Family Wealth Partners
Missouri
$1.18M – – –
KIA
1127
KCM Investment Advisors
California
$1.18M +$9.35K +38 +0.8%
CWM
1128
Cherrydale Wealth Management
New Jersey
$1.18M +$7.87K +32 +0.7%
HH
1129
Hilltop Holdings
Texas
$1.18M +$116K +473 +11%
RRA
1130
Round Rock Advisors
Connecticut
$1.17M +$191K +775 +19%
RWM
1131
Rockwood Wealth Management
Pennsylvania
$1.17M -$156K -635 -12%
PA
1132
Probity Advisors
Texas
$1.16M -$168K -684 -12%
AG
1133
Advocate Group
Minnesota
$1.16M +$70.1K +285 +6%
LBC
1134
Lowe Brockenbrough & Co
Virginia
$1.16M -$17.5K -71 -1%
ICCON
1135
Investment Counsel Company of Nevada
Nevada
$1.15M +$1.18M +4,803 New
CWA
1136
Cascade Wealth Advisors
Washington
$1.15M -$105K -426 -8%
EFG
1137
Everhart Financial Group
Ohio
$1.15M +$65K +264 +6%
FW
1138
Fairway Wealth
Ohio
$1.14M +$78.7K +320 +7%
CT
1139
Colonial Trust
South Carolina
$1.14M -$69.9K -284 -6%
HP
1140
Holistic Planning
Texas
$1.14M -$168K -683 -13%
CCT
1141
Capital City Trust
Florida
$1.14M +$229K +929 +24%
VIM
1142
Vista Investment Management
Pennsylvania
$1.12M -$34.9K -142 -3%
PTC
1143
Private Trust Company
Ohio
$1.12M +$240K +974 +27%
MIC
1144
Meridian Investment Counsel
California
$1.12M +$135K +550 +13%
JCM
1145
Jag Capital Management
Missouri
$1.11M – – –
FPL
1146
Fortress Private Ledger
North Carolina
$1.1M +$1.13M +4,590 New
RPGK
1147
Retirement Planning Group (Kansas)
Kansas
$1.1M +$984 +4 +0.1%
MWA
1148
Medallion Wealth Advisors
Connecticut
$1.1M +$1.17M +4,760 New
SG
1149
Somerset Group
Minnesota
$1.1M -$47.2K -192 -4%
UF
1150
Univest Financial
Pennsylvania
$1.09M +$671K +2,727 +149%