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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1376
AllSquare Wealth Management
New York
$594K +$11.5K +48 +2%
MW
1377
MBL Wealth
North Carolina
$593K
DP
1378
Denver PWM
Colorado
$589K -$75.7K -317 -11%
RWMH
1379
Riverpoint Wealth Management Holdings
Illinois
$587K +$4.78K +20 +0.8%
SCP
1380
Sandhill Capital Partners
New York
$586K +$631K +2,643 New
AWM
1381
Accel Wealth Management
Iowa
$585K -$7.16K -30 -1%
TWM
1382
Tumwater Wealth Management
Idaho
$581K -$3.34K -14 -0.5%
MWA
1383
Moser Wealth Advisors
Washington
$580K -$6.45K -27 -1%
FWM
1384
Fingerlakes Wealth Management
New York
$578K -$32.7K -137 -5%
MIG
1385
McGuire Investment Group
Rhode Island
$576K +$19.1K +80 +3%
ISWM
1386
Independent Solutions Wealth Management
New York
$575K +$611K +2,557 New
TCG
1387
Transcendent Capital Group
Oklahoma
$573K +$5.49K +23 +0.9%
HIG
1388
Heritage Investment Group
Florida
$570K +$140K +585 +29%
ES
1389
Eagle Strategies
New York
$568K -$18.4K -77 -3%
OWA
1390
Outlook Wealth Advisors
Texas
$566K +$3.82K +16 +0.6%
WRPWM
1391
Werba Rubin Papier Wealth Management
California
$566K -$233K -974 -28%
NA
1392
Nestegg Advisors
New York
$565K +$45.6K +191 +8%
CS
1393
Capital Square
Tennessee
$564K +$80.2K +336 +15%
LFS
1394
Lutz Financial Services
Nebraska
$563K -$252K -1,055 -29%
SA
1395
Sovran Advisors
California
$561K +$222K +931 +52%
HWA
1396
HHM Wealth Advisors
Tennessee
$560K -$47.8K -200 -7%
BHIA
1397
Birch Hill Investment Advisors
Massachusetts
$559K
CF
1398
Centaurus Financial
California
$555K -$28.9K -121 -5%
Qube Research & Technologies (QRT)
1399
Qube Research & Technologies (QRT)
United Kingdom
$555K +$591K +2,476 +9,523%
SC
1400
Searle & Co
Connecticut
$554K