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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1326
PBMares Wealth Management
Virginia
$289K +$10K +44 +4%
GEA
1327
Glen Eagle Advisors
New Jersey
$289K – – –
D
1328
Diversified
Delaware
$288K – – –
PFG
1329
Pacific Financial Group
Washington
$286K -$19.1K -84 -6%
GC
1330
Grimes & Company
Massachusetts
$285K +$42.3K +186 +17%
NAM
1331
NTV Asset Management
West Virginia
$284K -$7.95K -35 -3%
JWM
1332
Jeppson Wealth Management
California
$283K -$15.9K -70 -5%
CAL
1333
Capital Analysts LLC
Pennsylvania
$283K -$13K -57 -4%
OC
1334
Oarsman Capital
Wisconsin
$282K – – –
OPCM
1335
Osborne Partners Capital Management
California
$280K -$96.1K -423 -25%
ST
1336
Spinnaker Trust
Maine
$280K -$3.41K -15 -1%
BIM
1337
Baldwin Investment Management
Pennsylvania
$277K – – –
FNWM
1338
Financial Network Wealth Management
Utah
$277K – – –
HS
1339
Horan Securities
United States
$277K +$279K +1,226 New
LOPW
1340
Live Oak Private Wealth
North Carolina
$275K – – –
PCS
1341
Personal CFO Solutions
New Jersey
$275K +$276K +1,216 New
VW
1342
Vance Wealth
California
$275K +$277K +1,217 New
IAG
1343
Investmark Advisory Group
Connecticut
$275K +$277K +1,218 New
LW
1344
Linscomb Wealth
Texas
$274K -$22.5K -99 -8%
BOPW
1345
Brandywine Oak Private Wealth
Pennsylvania
$273K – – –
BWM
1346
BCGM Wealth Management
Indiana
$273K +$227 +1 +0.1%
BWM
1347
BigSur Wealth Management
Florida
$272K – – –
SBIA
1348
Sheaff Brock Investment Advisors
Indiana
$272K +$22.7K +100 +9%
MWM
1349
Minot Wealth Management
Massachusetts
$271K -$19.3K -85 -7%
AIC
1350
Archer Investment Corporation
Indiana
$269K -$42.5K -187 -14%