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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
BerganKDV Wealth Management
Minnesota
$62K – – –
1832 Asset Management
1302
1832 Asset Management
Ontario, Canada
$56K – – –
LIA
1303
LS Investment Advisors
Michigan
$56K – – –
HFA
1304
HC Financial Advisors
California
$55K – – –
ME
1305
McIlrath & Eck
Washington
$55K – – –
MA
1306
MCF Advisors
Kentucky
$53K +$43.9K +198 +508%
RWM
1307
Raffa Wealth Management
District of Columbia
$50.1K +$222 +1 +0.5%
AL
1308
ADE LLC
Maryland
$50K +$49.2K +222 New
CHC
1309
City Holding Co
West Virginia
$47K – – –
PSIWM
1310
Paradigm Strategies in Wealth Management
Minnesota
$46K -$9.53K -43 -17%
JGIA
1311
Jackson Grant Investment Advisers
Connecticut
$45K +$16K +72 +56%
VCM
1312
Vigilant Capital Management
Maine
$45K +$44.5K +201 New
BBL
1313
Beck Bode LLC
Massachusetts
$43K +$42.3K +191 New
YAL
1314
Your Advocates Ltd
Texas
$41K -$124K -559 -76%
LPWM
1315
Lake Point Wealth Management
Texas
$39K +$38.8K +175 New
NFSG
1316
Newbridge Financial Services Group
Florida
$38K +$8.86K +40 +31%
AA
1317
Addison Advisors
Vermont
$37K +$36.8K +166 New
HWMA
1318
Heritage Wealth Management (Arizona)
Arizona
$35K – – –
MAWCM
1319
Mine & Arao Wealth Creation & Management
California
$35K – – –
BBPWM
1320
Blue Bell Private Wealth Management
Pennsylvania
$34K – – –
CH
1321
Canton Hathaway
Rhode Island
$34K – – –
SNT
1322
Security National Trust
West Virginia
$34K – – –
CIA
1323
Cascade Investment Advisors
Oregon
$32.2K – – –
BAM
1324
Bellevue Asset Management
Washington
$32K – – –
PFA
1325
Professional Financial Advisors
Nebraska
$32K – – –