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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1401
Covenant Asset Management
New Jersey
$254K
VNB
1402
Virginia National Bank
Virginia
$254K
WA
1403
WESPAC Advisors
California
$253K +$18.9K +100 +9%
IFWM
1404
Institute for Wealth Management
Colorado
$252K +$8.5K +45 +4%
NRW
1405
Nova R Wealth
Kansas
$251K +$238K +1,260 New
LWCFA
1406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K -$396K -2,094 -62%
P
1407
Pitcairn
Pennsylvania
$250K
PJSIMP
1408
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$18.9K +100 +9%
HSBC Holdings
1409
HSBC Holdings
United Kingdom
$249K -$72.2K -382 -23%
LRPA
1410
L. Roy Papp & Associates
Arizona
$249K
WHG
1411
Westwood Holdings Group
Texas
$249K +$237K +1,253 New
DAM
1412
Derbend Asset Management
Georgia
$248K +$4.54K +24 +2%
CFS
1413
CGC Financial Services
Oregon
$248K +$236K +1,247 New
TFGT
1414
TS Financial Group (TSFG)
Illinois
$248K -$63.1K -334 -21%
B
1415
Bensler
Washington
$248K -$24.9K -132 -10%
APP
1416
Avantax Planning Partners
Iowa
$246K +$11K +58 +5%
T
1417
TCWP
Ohio
$245K +$19.3K +102 +9%
RF
1418
RHS Financial
California
$244K +$3.4K +18 +1%
GWM
1419
GSB Wealth Management
Connecticut
$244K -$9.07K -48 -4%
MFA
1420
Millington Financial Advisors
Illinois
$243K -$6.05K -32 -3%
3LCM
1421
3D/L Capital Management
Connecticut
$243K -$160K -847 -41%
GFS
1422
GYL Financial Synergies
Connecticut
$242K
BMO
1423
Beck Mack & Oliver
New York
$242K -$5.67K -30 -2%
LOPW
1424
Live Oak Private Wealth
North Carolina
$242K
RCM
1425
Raleigh Capital Management
North Carolina
$241K +$13K +69 +6%