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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1526
Tilia Fiduciary Partners
North Carolina
$72.8K -$17.3K -89 -19%
MLA
1527
MB, Levis & Associates
Pennsylvania
$70.6K – – –
FPFS
1528
First Personal Financial Services
North Carolina
$70.3K – – –
AWM
1529
Atticus Wealth Management
Florida
$69K – – –
GI
1530
GS Investments
Minnesota
$67.7K +$26.8K +138 +63%
GIA
1531
Goodwin Investment Advisory
Georgia
$67.7K +$54.7K +282 +376%
TWM
1532
Tradition Wealth Management
Minnesota
$67K – – –
AIA
1533
Armor Investment Advisors
North Carolina
$64.3K +$776 +4 +1%
CWP
1534
Concord Wealth Partners
Virginia
$63.9K -$51.6K -266 -44%
MCM
1535
Magnolia Capital Management
New York
$63K +$36.3K +187 +131%
GFL
1536
Granite FO LLC
New Hampshire
$61.4K +$582 +3 +0.9%
PP
1537
Pacifica Partners
Canada
$58.2K – – –
MSFP
1538
Mark Sheptoff Financial Planning
Connecticut
$56.9K – – –
BWM
1539
BerganKDV Wealth Management
Minnesota
$52.1K -$1.36K -7 -2%
TC
1540
Trust Company
Kansas
$52.1K – – –
SCA
1541
Stonebridge Capital Advisors
Minnesota
$51.2K +$17.5K +90 +50%
TCM
1542
Tradewinds Capital Management
Washington
$50.2K +$33.9K +175 +194%
HCP
1543
Hexagon Capital Partners
Arkansas
$49.7K -$22.1K -114 -30%
GFWA
1544
Grey Fox Wealth Advisors
Delaware
$49.7K +$194 +1 +0.4%
RCM
1545
Robinson Capital Management
Michigan
$47.2K – – –
JMF
1546
Johnson Midwest Financial
Iowa
$47.2K – – –
MHR
1547
Matthew Hamilton Rosenberg
$46.1K +$38.6K +199 +452%
CWM
1548
Consultiva Wealth Management
Puerto Rico
$45.5K – – –
RFA
1549
Resurgent Financial Advisors
Georgia
$44.8K +$15.7K +81 +52%
PA
1550
PSI Advisors
Florida
$44.8K -$17.3K -89 -27%