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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1501
MYCIO Wealth Partners
Pennsylvania
$73K +$73.6K +324 New
CAC
1502
Core Alternative Capital
Georgia
$72K +$72.5K +319 New
PP
1503
Pacifica Partners
Canada
$70K +$13.4K +59 +23%
ZIG
1504
Zullo Investment Group
Pennsylvania
$70K +$70.2K +309 New
MW
1505
Milestone Wealth
New York
$67K +$66.6K +293 New
BWM
1506
BerganKDV Wealth Management
Minnesota
$62K – – –
KPCM
1507
Kings Point Capital Management
New York
$61K +$46.1K +203 +312%
MP
1508
McDonald Partners
Ohio
$60K -$543K -2,391 -90%
ACM
1509
Absolute Capital Management
Pennsylvania
$60K +$60.4K +266 New
AWM
1510
Atticus Wealth Management
Florida
$59K +$25K +110 +73%
1832 Asset Management
1511
1832 Asset Management
Ontario, Canada
$58K – – –
S
1512
Surevest
California
$58K +$57.9K +255 New
PMFA
1513
Plante Moran Financial Advisors
Michigan
$56K -$89.5K -394 -61%
PCA
1514
Providence Capital Advisors
North Carolina
$56K -$22.7K -100 -29%
HFA
1515
HC Financial Advisors
California
$56K – – –
LIA
1516
LS Investment Advisors
Michigan
$56K – – –
BWS
1517
BCR Wealth Strategies
Alabama
$56K +$56.4K +248 New
NFSG
1518
Newbridge Financial Services Group
Florida
$54K +$19.3K +85 +56%
GWANC
1519
Guardian Wealth Advisors (North Carolina)
North Carolina
$54K +$54.1K +238 New
CWM
1520
Consultiva Wealth Management
Puerto Rico
$53K +$227 +1 +0.4%
C
1521
Covestor
United Kingdom
$51K +$51.1K +225 New
CHC
1522
City Holding Co
West Virginia
$44K – – –
RCM
1523
Rain Capital Management
Oregon
$43K -$150K -660 -78%
BLC
1524
Brown, Lisle/Cummings
Rhode Island
$42.8K +$42.9K +189 New
YAL
1525
Your Advocates Ltd
Texas
$41K – – –