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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1301
Key Financial Inc
Pennsylvania
$68K – – –
CTB
1302
Country Trust Bank
Illinois
$67K – – –
AP
1303
Atwood & Palmer
Missouri
$66K – – –
BCMIO
1304
Beacon Capital Management Inc (Ohio)
Ohio
$65K +$66K +297 New
SIM
1305
Sonora Investment Management
Arizona
$61K +$32.7K +147 +111%
BWM
1306
BerganKDV Wealth Management
Minnesota
$60K – – –
CPC
1307
Consolidated Planning Corp
Georgia
$59K +$60.2K +271 New
PP
1308
Pacifica Partners
Canada
$58K +$49.6K +223 +656%
IWA
1309
IBEX Wealth Advisors
New Jersey
$58K +$58.7K +264 New
WPA
1310
West Paces Advisors
Georgia
$57.5K +$58.5K +263 New
SC
1311
Solstein Capital
California
$56K +$57.1K +257 New
1832 Asset Management
1312
1832 Asset Management
Ontario, Canada
$55K – – –
HFA
1313
HC Financial Advisors
California
$54K – – –
LIA
1314
LS Investment Advisors
Michigan
$54K – – –
CWM
1315
Consultiva Wealth Management
Puerto Rico
$52K +$52.5K +236 New
AL
1316
ADE LLC
Maryland
$49K – – –
RWM
1317
Raffa Wealth Management
District of Columbia
$48.7K – – –
CWP
1318
Concord Wealth Partners
Virginia
$47K -$39.6K -178 -45%
EBA
1319
Eagle Bay Advisors
New York
$47K -$24.5K -110 -34%
CHC
1320
City Holding Co
West Virginia
$46K – – –
JGIA
1321
Jackson Grant Investment Advisers
Connecticut
$44K – – –
KIG
1322
Kowal Investment Group
Wisconsin
$43K +$43.6K +196 New
RP
1323
Rice Partnership
Hawaii
$40K -$22.2K -100 -35%
YAL
1324
Your Advocates Ltd
Texas
$40K – – –
AA
1325
Addison Advisors
Vermont
$36K – – –