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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
1151
FIDELIS iM
Oregon
$1.34M – – –
LWM
1152
Lionshead Wealth Management
New York
$1.34M +$292K +1,141 +28%
WWM
1153
Westwood Wealth Management
California
$1.34M +$1.33M +5,180 New
KCM
1154
Kennicott Capital Management
California
$1.34M -$534K -2,084 -29%
GC
1155
Gibson Capital
Pennsylvania
$1.34M – – –
AWA
1156
Asempa Wealth Advisors
Louisiana
$1.33M +$1.32M +5,155 New
WS
1157
Wilian Securities
Minnesota
$1.32M +$1.32M +5,135 New
NPF
1158
Norris Perne & French
Michigan
$1.32M +$784K +3,061 +149%
WWA
1159
Wingate Wealth Advisors
Massachusetts
$1.31M +$139K +544 +12%
SWM
1160
Silverlake Wealth Management
Vermont
$1.31M -$5.38K -21 -0.4%
LWM
1161
Liberty Wealth Management
California
$1.3M -$64.6K -252 -5%
DF
1162
Downshift Financial
Colorado
$1.3M +$1.24M +4,844 New
FBFS
1163
First Business Financial Services
Wisconsin
$1.3M – – –
BCM
1164
Becker Capital Management
Oregon
$1.29M +$498K +1,944 +63%
SFP
1165
SwitchPoint Financial Planning
Utah
$1.29M – – –
Fiera Capital (Canada)
1166
Fiera Capital (Canada)
Quebec, Canada
$1.29M -$40.2K -157 -3%
PWM
1167
Pines Wealth Management
North Carolina
$1.29M +$62.3K +243 +5%
FAN
1168
Financial Advisors Network
California
$1.27M +$75.3K +294 +6%
CWMGP
1169
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M +$5.89K +23 +0.5%
SW
1170
SteelPeak Wealth
California
$1.26M -$77.4K -302 -6%
SFP
1171
Strategic Financial Partners
Oregon
$1.26M – – –
SHFA
1172
SC&H Financial Advisors
Maryland
$1.26M +$16.4K +64 +1%
AP
1173
Anchyra Partners
Georgia
$1.25M +$1.25M +4,861 New
MWA
1174
Medallion Wealth Advisors
Connecticut
$1.25M +$2.56K +10 +0.2%
NSIM
1175
North Star Investment Management
Illinois
$1.25M +$247K +963 +25%