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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1426
JFS Wealth Advisors
Pennsylvania
$161K -$6.32K -30 -4%
NSB
1427
Norway Savings Bank
Maine
$161K – – –
WT
1428
Washington Trust
Rhode Island
$156K – – –
PWP
1429
Pursue Wealth Partners
California
$155K +$158K +750 New
AA
1430
AlphaMark Advisors
Kentucky
$154K -$42.1K -200 -22%
BA
1431
Ballast Advisors
Minnesota
$154K – – –
HFS
1432
Hantz Financial Services
Michigan
$152K +$151K +716 New
Qube Research & Technologies (QRT)
1433
Qube Research & Technologies (QRT)
United Kingdom
$151K +$150K +711 New
LFA
1434
Level Financial Advisors
New York
$146K +$57K +271 +65%
GWS
1435
Glassman Wealth Services
Virginia
$144K +$4.84K +23 +4%
C
1436
Covestor
United Kingdom
$140K +$91.4K +434 +193%
DHGWA
1437
Dixon Hughes Goodman Wealth Advisors
North Carolina
$137K -$12.2K -58 -8%
HPC
1438
HM Payson & Co
Maine
$137K +$24.8K +118 +22%
FCMT
1439
Founders Capital Management (Texas)
Texas
$136K – – –
TWC
1440
TD Waterhouse Canada
Ontario, Canada
$135K -$35.8K -170 -21%
HCP
1441
Hexagon Capital Partners
Arkansas
$135K +$211 +1 +0.2%
EWM
1442
Endurance Wealth Management
Rhode Island
$132K -$7.6M -36,100 -98%
SWM
1443
Sugarloaf Wealth Management
Georgia
$131K – – –
FFA
1444
Freedman Financial Associates
Massachusetts
$130K +$14.7K +70 +13%
FF
1445
FourThought Financial
Florida
$129K +$27.4K +130 +27%
FWM
1446
Focused Wealth Management
New York
$129K +$51.4K +244 +67%
AC
1447
Asio Capital
Kentucky
$128K -$42.1K -200 -25%
GFPC
1448
Global Financial Private Client
Florida
$125K +$25.9K +123 +27%
CWP
1449
Concord Wealth Partners
Virginia
$124K -$48.8K -232 -28%
PAIM
1450
Punch & Associates Investment Management
Minnesota
$121K +$101K +480 +552%