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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1251
Madison Wealth Partners
Wisconsin
$328K +$26.7K +127 +9%
UL
1252
Unionview LLC
Washington
$327K – – –
AF
1253
Alerus Financial
North Dakota
$325K -$211 -1 -0.1%
AIA
1254
Acute Investment Advisory
Arizona
$324K -$2.09M -9,940 -87%
MA
1255
MBA Advisors
Pennsylvania
$323K -$32.4K -154 -9%
RMCM
1256
Reynders McVeigh Capital Management
Massachusetts
$320K -$53.7K -255 -14%
MWM
1257
MorganRosel Wealth Management
Colorado
$319K +$316K +1,500 New
B
1258
Bridgeworth
Alabama
$318K -$91.6K -435 -23%
GC
1259
Gilbert & Cook
Iowa
$318K – – –
CL
1260
COWA LLC
Oklahoma
$317K -$58.9K -280 -16%
SWM
1261
Southern Wealth Management
Texas
$317K -$26.5K -126 -8%
MPCL
1262
My Personal CFO LLC
Washington
$317K +$421 +2 +0.1%
Chevy Chase Trust
1263
Chevy Chase Trust
Maryland
$316K -$503K -2,388 -62%
PWM
1264
PBMares Wealth Management
Virginia
$316K +$44K +209 +16%
CC
1265
Cannell & Co
New York
$316K +$69.3K +329 +28%
PCS
1266
Personal CFO Solutions
New Jersey
$315K +$56.2K +267 +22%
WPWM
1267
Windward Private Wealth Management
Kansas
$315K +$312K +1,481 New
WA
1268
Wambolt & Associates
Colorado
$313K -$14.5K -69 -5%
TVWM
1269
Tower View Wealth Management
Wisconsin
$312K +$137K +652 +80%
NAMM
1270
NorthStar Asset Management (Massachusetts)
Massachusetts
$311K – – –
RWP
1271
RWA Wealth Partners
Massachusetts
$311K -$14.3K -68 -4%
IF
1272
Ironwood Financial
Arizona
$310K -$7.37K -35 -2%
MFG
1273
MidWestOne Financial Group
Iowa
$309K – – –
RPSA
1274
Richard P. Slaughter Associates
Texas
$309K – – –
WA
1275
WealthTrust Axiom
Pennsylvania
$309K +$14.7K +70 +5%