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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1451
IAG Wealth Partners
Wisconsin
$118K -$1.05K -5 -0.9%
EW
1452
Element Wealth
Mississippi
$115K – – –
S
1453
Surevest
California
$114K +$59.2K +281 +110%
AWM
1454
Accel Wealth Management
Iowa
$107K -$35.2K -167 -25%
WCAMG
1455
Woodard & Company Asset Management Group
North Carolina
$106K -$25.7K -122 -20%
MFA
1456
Morling Financial Advisors
California
$103K – – –
TAM
1457
Townsend Asset Management
North Carolina
$102K – – –
ARIS
1458
Advanced Research Investment Solutions
California
$94K – – –
TRCT
1459
Tower Research Capital (TRC)
New York
$93K -$6.32K -30 -6%
Kayne Anderson Rudnick Investment Management
1460
Kayne Anderson Rudnick Investment Management
California
$92K -$2.95K -14 -3%
WOC
1461
West Oak Capital
California
$89K – – –
HWA
1462
HHM Wealth Advisors
Tennessee
$88K – – –
TFP
1463
Tilia Fiduciary Partners
North Carolina
$88K – – –
HWMA
1464
Heritage Wealth Management (Arizona)
Arizona
$87K +$86.3K +410 New
AIM
1465
Arcadia Investment Management
Michigan
$86K – – –
RWA
1466
RGT Wealth Advisors
Texas
$81K – – –
PPWM
1467
PFG Private Wealth Management
Florida
$80K -$12K -57 -13%
AF
1468
Affiance Financial
Minnesota
$79K -$470K -2,233 -86%
FPFS
1469
First Personal Financial Services
North Carolina
$79K – – –
SIC
1470
SJS Investment Consulting
Ohio
$79K – – –
PCFFS
1471
Pacific Center for Financial Services
California
$76K – – –
BL
1472
Balentine LLC
Georgia
$75K – – –
TWM
1473
Tradition Wealth Management
Minnesota
$75K – – –
PMFA
1474
Plante Moran Financial Advisors
Michigan
$75K +$22.3K +106 +43%
UIA
1475
Ulland Investment Advisors
Minnesota
$74K – – –