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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSB
1426
Norway Savings Bank
Maine
$161K
WT
1427
Washington Trust
Rhode Island
$156K
PWP
1428
Pursue Wealth Partners
California
$155K +$158K +750 New
AA
1429
AlphaMark Advisors
Kentucky
$154K -$42.1K -200 -22%
BA
1430
Ballast Advisors
Minnesota
$154K
HFS
1431
Hantz Financial Services
Michigan
$152K +$151K +716 New
Qube Research & Technologies (QRT)
1432
Qube Research & Technologies (QRT)
United Kingdom
$151K +$150K +711 New
LFA
1433
Level Financial Advisors
New York
$146K +$57K +271 +65%
GWS
1434
Glassman Wealth Services
Virginia
$144K +$4.84K +23 +4%
C
1435
Covestor
United Kingdom
$140K +$91.4K +434 +193%
DHGWA
1436
Dixon Hughes Goodman Wealth Advisors
North Carolina
$137K -$12.2K -58 -8%
HPC
1437
HM Payson & Co
Maine
$137K +$24.8K +118 +22%
FCMT
1438
Founders Capital Management (Texas)
Texas
$136K
TWC
1439
TD Waterhouse Canada
Ontario, Canada
$135K -$35.8K -170 -21%
HCP
1440
Hexagon Capital Partners
Arkansas
$135K +$211 +1 +0.2%
EWM
1441
Endurance Wealth Management
Rhode Island
$132K -$7.6M -36,100 -98%
SWM
1442
Sugarloaf Wealth Management
Georgia
$131K
FFA
1443
Freedman Financial Associates
Massachusetts
$130K +$14.7K +70 +13%
FF
1444
FourThought Financial
Florida
$129K +$27.4K +130 +27%
FWM
1445
Focused Wealth Management
New York
$129K +$51.4K +244 +67%
AC
1446
Asio Capital
Kentucky
$128K -$42.1K -200 -25%
GFPC
1447
Global Financial Private Client
Florida
$125K +$25.9K +123 +27%
CWP
1448
Concord Wealth Partners
Virginia
$124K -$48.8K -232 -28%
PAIM
1449
Punch & Associates Investment Management
Minnesota
$121K +$101K +480 +552%
IWP
1450
IAG Wealth Partners
Wisconsin
$118K -$1.05K -5 -0.9%