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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1201
Probity Advisors
Texas
$1.19M -$16.1K -63 -1%
LWM
1202
Luminvest Wealth Management
Arizona
$1.18M +$236K +923 +25%
CAG
1203
Carroll Advisory Group
Texas
$1.18M +$1.17M +4,573 New
FFP
1204
Freedom Financial Partners
Minnesota
$1.18M -$189K -737 -14%
ULWM
1205
Upper Left Wealth Management
Florida
$1.17M -$59.4K -232 -5%
TCM
1206
TABR Capital Management
California
$1.17M +$114K +445 +11%
CIA
1207
Choate Investment Advisors
Massachusetts
$1.17M -$30.7K -120 -3%
CFG
1208
Cooper Financial Group
California
$1.17M -$139K -541 -11%
VIM
1209
Vista Investment Management
Pennsylvania
$1.17M -$9.73K -38 -0.8%
AFP
1210
ATLas Financial Planning
Georgia
$1.17M +$1.16M +4,533 New
BP
1211
BBR Partners
New York
$1.17M -$130K -506 -10%
Russell Investments Group
1212
Russell Investments Group
United Kingdom
$1.16M -$164K -639 -12%
SCM
1213
Sunbeam Capital Management
Georgia
$1.16M +$6.66K +26 +0.6%
HAM
1214
Harmony Asset Management
Arizona
$1.16M +$323K +1,262 +39%
SWM
1215
Stockman Wealth Management
Montana
$1.16M +$50.5K +197 +5%
PI
1216
Pachira Investments
California
$1.16M +$417K +1,629 +57%
OA
1217
Oxbow Advisors
Texas
$1.16M – – –
CCWM
1218
Cassaday & Co Wealth Management
Virginia
$1.16M +$605K +2,362 +111%
FWA
1219
Flagship Wealth Advisors
Massachusetts
$1.16M -$42K -164 -4%
NPT
1220
National Philanthropic Trust
Pennsylvania
$1.15M -$99.7K -389 -8%
CIA
1221
Cohen Investment Advisors
New Hampshire
$1.15M +$50.5K +197 +5%
CT
1222
Coastline Trust
Rhode Island
$1.15M -$38.2K -149 -3%
QPWM
1223
Quadrant Private Wealth Management
Pennsylvania
$1.14M -$1.02K -4 -0.1%
AWM
1224
Aprio Wealth Management
Georgia
$1.13M +$570K +2,223 +124%
BWP
1225
BSW Wealth Partners
Colorado
$1.13M -$51.8K -202 -4%