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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1276
Baystate Wealth Management
Massachusetts
$6K -$14.8K -84 -73%
NL
1277
NVWM LLC
Pennsylvania
$6K
CI
1278
Cordant Inc
Oregon
$5K
CWAF
1279
Core Wealth Advisors (Florida)
Florida
$5K
LAS
1280
Lloyd Advisory Services
Georgia
$5K
LWA
1281
Lenox Wealth Advisors
New York
$4K +$2.65K +15 +500%
RWB
1282
RMR Wealth Builders
New Jersey
$4K +$3.53K +20 New
AFG
1283
Albion Financial Group
Utah
$4K +$4.06K +23 New
FPW
1284
Flagship Private Wealth
Massachusetts
$3.22K +$2.82K +16 New
CIM
1285
Contravisory Investment Management
Massachusetts
$3K
GI
1286
Gradient Investments
Minnesota
$2K
JHCP
1287
Jackson Hole Capital Partners
Oklahoma
$2K
NG
1288
NWK Group
California
$2K
FMP
1289
Financial Management Professionals
Texas
$1K
MF
1290
Manchester Financial
California
$1K
SL
1291
Savior LLC
Massachusetts
$1K
HighTower Advisors
1292
HighTower Advisors
Illinois
-$33.2M -215,820 Closed
CWM
1293
Connecticut Wealth Management
Connecticut
-$17.8M -115,904 Closed
WI
1294
WBI Investments
New Jersey
-$9.86M -64,131 Closed
G
1295
GenTrust
Florida
-$8.32M -47,179 Closed
DT
1296
Daniels + Tansey
Delaware
-$3.43M -22,316 Closed
PS
1297
Portfolio Solutions
Michigan
-$1.59M -10,344 Closed
Jane Street
1298
Jane Street
New York
-$1.52M -9,903 Closed
WI
1299
Wintrust Investments
Illinois
-$1.29M -8,409 Closed
LWMM
1300
Legacy Wealth Management (Mississippi)
Mississippi
-$1.26M -8,200 Closed