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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1376
Strategic Asset Management
Minnesota
$142K +$189 +1 +0.1%
GWS
1377
Glassman Wealth Services
Virginia
$134K +$20K +106 +16%
PMFA
1378
Plante Moran Financial Advisors
Michigan
$132K +$63.2K +335 +77%
NSB
1379
Norway Savings Bank
Maine
$129K – – –
WT
1380
Washington Trust
Rhode Island
$126K – – –
BA
1381
Ballast Advisors
Minnesota
$124K – – –
HFS
1382
Hantz Financial Services
Michigan
$122K – – –
C
1383
Covestor
United Kingdom
$119K +$11.3K +60 +9%
HPC
1384
HM Payson & Co
Maine
$110K – – –
TWC
1385
TD Waterhouse Canada
Ontario, Canada
$110K -$1.13K -6 -1%
MA
1386
MCF Advisors
Kentucky
$109K -$92.7K -491 -43%
HGERS
1387
Householder Group Estate & Retirement Specialist
Arizona
$108K +$120K +634 New
EWM
1388
Endurance Wealth Management
Rhode Island
$106K – – –
FCMT
1389
Founders Capital Management (Texas)
Texas
$106K – – –
SWM
1390
Sugarloaf Wealth Management
Georgia
$106K +$189 +1 +0.2%
FWM
1391
Focused Wealth Management
New York
$104K -$1.9M -10,045 -94%
AC
1392
Asio Capital
Kentucky
$103K – – –
EWM
1393
EPG Wealth Management
Georgia
$102K +$113K +599 New
LFA
1394
Level Financial Advisors
New York
$100K -$14.9K -79 -12%
AA
1395
AlphaMark Advisors
Kentucky
$97K – – –
EW
1396
Element Wealth
Mississippi
$97K +$4.91K +26 +5%
GFPC
1397
Global Financial Private Client
Florida
$94.7K -$6.61K -35 -6%
CL
1398
COWA LLC
Oklahoma
$92K +$102K +540 New
PAIM
1399
Punch & Associates Investment Management
Minnesota
$90K -$1.72M -9,130 -95%
SJIA
1400
St. James Investment Advisors
New York
$90K +$45.5K +241 +85%