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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1451
Element Wealth
Mississippi
$115K
S
1452
Surevest
California
$114K +$59.2K +281 +110%
AWM
1453
Accel Wealth Management
Iowa
$107K -$35.2K -167 -25%
WCAMG
1454
Woodard & Company Asset Management Group
North Carolina
$106K -$25.7K -122 -20%
MFA
1455
Morling Financial Advisors
California
$103K
TAM
1456
Townsend Asset Management
North Carolina
$102K
ARIS
1457
Advanced Research Investment Solutions
California
$94K
TRCT
1458
Tower Research Capital (TRC)
New York
$93K -$6.32K -30 -6%
Kayne Anderson Rudnick Investment Management
1459
Kayne Anderson Rudnick Investment Management
California
$92K -$2.95K -14 -3%
WOC
1460
West Oak Capital
California
$89K
HWA
1461
HHM Wealth Advisors
Tennessee
$88K
TFP
1462
Tilia Fiduciary Partners
North Carolina
$88K
HWMA
1463
Heritage Wealth Management (Arizona)
Arizona
$87K +$86.3K +410 New
AIM
1464
Arcadia Investment Management
Michigan
$86K
RWA
1465
RGT Wealth Advisors
Texas
$81K
PPWM
1466
PFG Private Wealth Management
Florida
$80K -$12K -57 -13%
AF
1467
Affiance Financial
Minnesota
$79K -$470K -2,233 -86%
FPFS
1468
First Personal Financial Services
North Carolina
$79K
SIC
1469
SJS Investment Consulting
Ohio
$79K
PCFFS
1470
Pacific Center for Financial Services
California
$76K
BL
1471
Balentine LLC
Georgia
$75K
TWM
1472
Tradition Wealth Management
Minnesota
$75K
PMFA
1473
Plante Moran Financial Advisors
Michigan
$75K +$22.3K +106 +43%
UIA
1474
Ulland Investment Advisors
Minnesota
$74K
RE
1475
RBC Europe
United Kingdom
$73K -$16.8K -80 -19%