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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1401
MBA Advisors
Pennsylvania
$254K -$9.45K -50 -4%
CAM
1402
Covenant Asset Management
New Jersey
$254K – – –
VNB
1403
Virginia National Bank
Virginia
$254K – – –
WA
1404
WESPAC Advisors
California
$253K +$18.9K +100 +9%
IFWM
1405
Institute for Wealth Management
Colorado
$252K +$8.5K +45 +4%
NRW
1406
Nova R Wealth
Kansas
$251K +$238K +1,260 New
LWCFA
1407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K -$396K -2,094 -62%
P
1408
Pitcairn
Pennsylvania
$250K – – –
PJSIMP
1409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$18.9K +100 +9%
HSBC Holdings
1410
HSBC Holdings
United Kingdom
$249K -$72.2K -382 -23%
LRPA
1411
L. Roy Papp & Associates
Arizona
$249K – – –
WHG
1412
Westwood Holdings Group
Texas
$249K +$237K +1,253 New
DAM
1413
Derbend Asset Management
Georgia
$248K +$4.54K +24 +2%
CFS
1414
CGC Financial Services
Oregon
$248K +$236K +1,247 New
TFGT
1415
TS Financial Group (TSFG)
Illinois
$248K -$63.1K -334 -21%
B
1416
Bensler
Washington
$248K -$24.9K -132 -10%
APP
1417
Avantax Planning Partners
Iowa
$246K +$11K +58 +5%
T
1418
TCWP
Ohio
$245K +$19.3K +102 +9%
RF
1419
RHS Financial
California
$244K +$3.4K +18 +1%
GWM
1420
GSB Wealth Management
Connecticut
$244K -$9.07K -48 -4%
MFA
1421
Millington Financial Advisors
Illinois
$243K -$6.05K -32 -3%
3LCM
1422
3D/L Capital Management
Connecticut
$243K -$160K -847 -41%
GFS
1423
GYL Financial Synergies
Connecticut
$242K – – –
BMO
1424
Beck Mack & Oliver
New York
$242K -$5.67K -30 -2%
LOPW
1425
Live Oak Private Wealth
North Carolina
$242K – – –