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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
1601
Family Management
New York
$29.8K – – –
AWA
1602
Alaska Wealth Advisors
Alaska
$29.4K -$2.46K -13 -8%
HPIA
1603
Hamilton Point Investment Advisors
North Carolina
$29.2K – – –
M
1604
MOTCO
Texas
$29K – – –
BAM
1605
Byrne Asset Management
New Jersey
$29K -$4.35K -23 -14%
HDIM
1606
Hanson & Doremus Investment Management
Vermont
$29K – – –
BAM
1607
Bellevue Asset Management
Washington
$28.3K +$189 +1 +0.7%
MCM
1608
Magnolia Capital Management
New York
$28K -$35.3K -187 -57%
AA
1609
Addison Advisors
Vermont
$26.5K – – –
SIC
1610
SJS Investment Consulting
Ohio
$23.9K – – –
IWMA
1611
Ironwood Wealth Management (Arizona)
Arizona
$23.1K +$8.5K +45 +63%
NC
1612
NinePointTwo Capital
California
$22K – – –
TSW
1613
Thompson Siegel & Walmsley
Virginia
$20K – – –
CWM
1614
Compass Wealth Management
Connecticut
$19.9K – – –
SN
1615
Sittner & Nelson
Oregon
$19.3K – – –
BWM
1616
BerganKDV Wealth Management
Minnesota
$18.3K -$34.6K -183 -67%
WBC
1617
West Branch Capital
Massachusetts
$17.8K – – –
FMP
1618
Financial Management Professionals
Texas
$17K -$19.1M -101,201 -100%
CAM
1619
Chesapeake Asset Management
New York
$16.9K – – –
SA
1620
SRH Advisors
Kansas
$16.9K – – –
FP
1621
Financial Perspectives
Minnesota
$16.2K +$945 +5 +7%
AP
1622
Atwood & Palmer
Missouri
$15.9K – – –
WOSD
1623
WFA of San Diego
California
$15.9K +$15.1K +80 New
PIP
1624
Peachtree Investment Partners
Florida
$15.3K +$567 +3 +4%
GI
1625
Gradient Investments
Minnesota
$15.2K +$11.9K +63 +485%