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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1426
Pacifica Partners
Canada
$58K – – –
MWP
1427
MYCIO Wealth Partners
Pennsylvania
$57K -$608K -3,149 -91%
RCM
1428
Regency Capital Management
Hawaii
$57K – – –
PA
1429
PSI Advisors
Florida
$57K +$193 +1 +0.3%
HFA
1430
HC Financial Advisors
California
$57K +$14.9K +77 +31%
JWA
1431
JFS Wealth Advisors
Pennsylvania
$55K -$85.7K -444 -58%
Fuller & Thaler Asset Management
1432
Fuller & Thaler Asset Management
California
$55K +$60.1K +311 New
TWP
1433
TFO Wealth Partners
Ohio
$55K +$60.1K +311 New
WOSD
1434
WFA of San Diego
California
$54K +$59.1K +306 New
MSFP
1435
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
MW
1436
Milestone Wealth
New York
$52K – – –
FCG
1437
Financial Connections Group
California
$52K +$29.2K +151 +103%
GI
1438
Gradient Investments
Minnesota
$52K +$55.2K +286 +4,086%
GKIM
1439
GW&K Investment Management
Massachusetts
$52K +$56.8K +294 New
NFSG
1440
Newbridge Financial Services Group
Florida
$50K +$772 +4 +1%
SJIA
1441
St. James Investment Advisors
New York
$50K +$55K +285 New
BWM
1442
BerganKDV Wealth Management
Minnesota
$48K – – –
S
1443
Surevest
California
$47K -$51.8K -268 -50%
BWS
1444
BCR Wealth Strategies
Alabama
$44K – – –
PCA
1445
Providence Capital Advisors
North Carolina
$44K – – –
GI
1446
GS Investments
Minnesota
$42K – – –
GWANC
1447
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K – – –
CWM
1448
Consultiva Wealth Management
Puerto Rico
$42K +$193 +1 +0.4%
BFG
1449
Baron Financial Group
New Jersey
$41.7K +$193 +1 +0.4%
SFFS
1450
Stonehage Fleming Financial Services
Jersey
$41K +$45.4K +235 New