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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CD
1526
Chapin Davis
Maryland
$590K +$769 +3 +0.1%
AA
1527
Advisory Alpha
Michigan
$590K -$31.3K -122 -5%
CS
1528
Capital Square
Tennessee
$589K -$15.6K -61 -3%
MCM
1529
Mattern Capital Management
Colorado
$589K – – –
Q1WB
1530
Quest 10 Wealth Builders
Virginia
$587K -$3.07K -12 -0.5%
BWM
1531
Bernicke Wealth Management
Wisconsin
$586K +$582K +2,273 New
CWA
1532
Cascade Wealth Advisors
Washington
$586K -$37.9K -148 -6%
MC
1533
Moors & Cabot
Massachusetts
$586K +$287K +1,119 +97%
NAM
1534
NTV Asset Management
West Virginia
$585K -$19.2K -75 -3%
CIA
1535
Cape Investment Advisory
Georgia
$585K +$12K +47 +2%
MIA
1536
Milestone Investment Advisors
Wisconsin
$584K – – –
GWP
1537
Gen-Wealth Partners
Michigan
$581K – – –
JWM
1538
JHP Wealth Management
Colorado
$581K +$577K +2,252 New
PTP
1539
Platform Technology Partners
New York
$580K +$3.84K +15 +0.7%
Principal Financial Group
1540
Principal Financial Group
Iowa
$579K – – –
GRR
1541
Golden Reserve Retirement
Ohio
$578K +$574K +2,240 New
PWAM
1542
Private Wealth Asset Management
Iowa
$577K +$10.8K +42 +2%
KWM
1543
KRM Wealth Management
Nevada
$577K +$573K +2,237 New
RA
1544
Range Advisory
Virginia
$575K +$571K +2,230 New
ACG
1545
Allen Capital Group
Nebraska
$573K +$22.8K +89 +4%
TF
1546
Tenzing Financial
Virginia
$572K +$568K +2,219 New
IWMO
1547
Integrated Wealth Management (Ohio)
Ohio
$571K +$567K +2,213 New
PB
1548
Prosperity Bancshares
Texas
$570K +$566K +2,209 New
IIM
1549
IFC & Insurance Marketing
California
$567K +$563K +2,196 New
CAM
1550
Carret Asset Management
New York
$564K +$126K +493 +29%