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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
1276
American State Bank (Iowa)
Iowa
$6.81K +$6.17K +35 New
BWM
1277
Baystate Wealth Management
Massachusetts
$6K -$14.8K -84 -73%
NL
1278
NVWM LLC
Pennsylvania
$6K – – –
CI
1279
Cordant Inc
Oregon
$5K – – –
CWAF
1280
Core Wealth Advisors (Florida)
Florida
$5K – – –
LAS
1281
Lloyd Advisory Services
Georgia
$5K – – –
LWA
1282
Lenox Wealth Advisors
New York
$4K +$2.65K +15 +500%
RWB
1283
RMR Wealth Builders
New Jersey
$4K +$3.53K +20 New
AFG
1284
Albion Financial Group
Utah
$4K +$4.06K +23 New
FPW
1285
Flagship Private Wealth
Massachusetts
$3.22K +$2.82K +16 New
CIM
1286
Contravisory Investment Management
Massachusetts
$3K – – –
GI
1287
Gradient Investments
Minnesota
$2K – – –
JHCP
1288
Jackson Hole Capital Partners
Oklahoma
$2K – – –
NG
1289
NWK Group
California
$2K – – –
FMP
1290
Financial Management Professionals
Texas
$1K – – –
MF
1291
Manchester Financial
California
$1K – – –
SL
1292
Savior LLC
Massachusetts
$1K – – –
HighTower Advisors
1293
HighTower Advisors
Illinois
– -$33.2M -215,820 Closed
CWM
1294
Connecticut Wealth Management
Connecticut
– -$17.8M -115,904 Closed
WI
1295
WBI Investments
New Jersey
– -$9.86M -64,131 Closed
G
1296
GenTrust
Florida
– -$8.32M -47,179 Closed
DT
1297
Daniels + Tansey
Delaware
– -$3.43M -22,316 Closed
PS
1298
Portfolio Solutions
Michigan
– -$1.59M -10,344 Closed
Jane Street
1299
Jane Street
New York
– -$1.52M -9,903 Closed
WI
1300
Wintrust Investments
Illinois
– -$1.29M -8,409 Closed