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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
1551
J.W. Coons Advisors
Ohio
$428K +$107K +480 +36%
MF
1552
Midwestern Financial
Iowa
$428K +$403K +1,806 New
MFS
1553
Miller Financial Services
Michigan
$428K +$403K +1,805 New
BC
1554
Bakala Capital
South Carolina
$427K
HGWM
1555
Horst & Graben Wealth Management
Oregon
$427K -$8.48K -38 -2%
NA
1556
Nautilus Advisors
California
$427K
FWI
1557
Facet Wealth Inc
Maryland
$426K +$142K +636 +56%
LWM
1558
Luminvest Wealth Management
Arizona
$425K
AWM
1559
Aprio Wealth Management
Georgia
$425K +$20.3K +91 +5%
AT
1560
Avalon Trust
New Mexico
$424K -$149K -667 -27%
DWM
1561
Destination Wealth Management
California
$423K +$5.58K +25 +1%
JWM
1562
JGP Wealth Management
Oregon
$423K +$19.6K +88 +5%
DC
1563
Dahring Cusmano
Michigan
$422K -$2.01K -9 -0.5%
HPC
1564
HM Payson & Co
Maine
$422K
VNA
1565
Valley National Advisers
Pennsylvania
$422K -$2.01K -9 -0.5%
4FG
1566
4Thought Financial Group
New York
$419K +$372K +1,669 +1,652%
SMA
1567
Seven Mile Advisory
New Jersey
$419K
TWM
1568
Tolleson Wealth Management
Texas
$419K
AWA
1569
Alta Wealth Advisors
Massachusetts
$419K +$19.2K +86 +5%
DWA
1570
Douglass Winthrop Advisors
New York
$417K -$21.2K -95 -5%
RZH
1571
Relyea Zuckerberg Hanson
Connecticut
$417K -$5.8K -26 -1%
MWM
1572
Mascoma Wealth Management
New Hampshire
$416K -$44.6K -200 -10%
PTP
1573
Platform Technology Partners
New York
$415K +$12.3K +55 +3%
IAIM
1574
International Assets Investment Management
Florida
$415K +$14.1K +63 +4%
HHAA
1575
Henry H. Armstrong Associates
Pennsylvania
$414K