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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1501
Atwood & Palmer
Missouri
$14K -$13.5K -70 -47%
AW
1502
Avion Wealth
Texas
$14K – – –
FP
1503
Financial Perspectives
Minnesota
$13K +$1.54K +8 +12%
SFC
1504
SYM Financial Corp
Indiana
$13K -$7.72K -40 -35%
BAM
1505
Byrne Asset Management
New Jersey
$13K -$1.74K -9 -11%
CJL
1506
Cyrus J. Lawrence
New York
$13K – – –
GWM
1507
Grand Wealth Management
Michigan
$13K – – –
CWM
1508
Castle Wealth Management
Florida
$13K +$14.7K +76 New
WPA
1509
West Paces Advisors
Georgia
$12.7K -$50.8K -263 -79%
PWM
1510
Provident Wealth Management
Tennessee
$12K – – –
RPCA
1511
Running Point Capital Advisors
California
$12K – – –
RG
1512
Retirement Group
California
$12K +$6.76K +35 +106%
IWMA
1513
Ironwood Wealth Management (Arizona)
Arizona
$11K – – –
MCM
1514
McMillion Capital Management
North Carolina
$11K +$12.2K +63 New
OHWP
1515
Oak Harbor Wealth Partners
North Carolina
$9K – – –
ODG
1516
O'Dell Group
Ohio
$9K – – –
MHR
1517
Matthew Hamilton Rosenberg
$8K -$38.4K -199 -82%
SCA
1518
Stonebridge Capital Advisors
Minnesota
$8K -$3.86K -20 -31%
HNWAG
1519
High Net Worth Advisory Group
Florida
$8K – – –
LB
1520
Legacy Bridge
Iowa
$8K – – –
LSA
1521
Lansing Street Advisors
Pennsylvania
$8K +$5.21K +27 +129%
VCM
1522
Versant Capital Management
Arizona
$8K +$8.3K +43 New
HMS
1523
Hanseatic Management Services
New Mexico
$7K -$1.91M -9,867 -100%
HI
1524
Hudock Inc
Pennsylvania
$7K – – –
JHCP
1525
Jackson Hole Capital Partners
Oklahoma
$7K +$1.93K +10 +34%