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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1601
Austin Wealth Management
Texas
$258K +$2.58K +12 +1%
RWRC
1602
R.W. Roge & Company
New York
$258K -$9.46K -44 -4%
LWCFA
1603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$2.58K -12 -1%
1WA
1604
180 Wealth Advisors
Washington
$257K +$3.01K +14 +1%
TFP
1605
Traction Financial Partners
Wyoming
$257K -$25K -116 -9%
GWA
1606
Geometric Wealth Advisors
District of Columbia
$255K – – –
PP
1607
Pegasus Partners
Wisconsin
$255K – – –
AWA
1608
Aletheian Wealth Advisors
Washington
$254K -$4.09K -19 -2%
CHJWM
1609
Carlton Hofferkamp & Jenks Wealth Management
Texas
$254K – – –
WW
1610
Waterfront Wealth
Kansas
$253K -$60.4K -281 -19%
BWM
1611
BKM Wealth Management
Wisconsin
$253K -$98.3K -457 -29%
VR
1612
Valued Retirements
Texas
$250K +$215 +1 +0.1%
RCM
1613
Raleigh Capital Management
North Carolina
$250K -$2.58K -12 -1%
EWA
1614
Elevate Wealth Advisory
Georgia
$250K – – –
DIP
1615
Davis Investment Partners
North Carolina
$249K – – –
FG
1616
Foster Group
Iowa
$247K +$233K +1,082 New
SL
1617
Sentry LLC
Tennessee
$247K – – –
SIG
1618
Stonegate Investment Group
Alabama
$247K +$24.7K +115 +12%
MAA
1619
Matrix Asset Advisors
New York
$246K – – –
SPA
1620
Sentinel Pension Advisors
Massachusetts
$246K +$4.3K +20 +2%
BWM
1621
BCGM Wealth Management
Indiana
$245K -$47.5K -221 -17%
SMWM
1622
Silvia McColl Wealth Management
California
$245K +$2.37K +11 +1%
LSPW
1623
Lake Street Private Wealth
Illinois
$244K +$215 +1 +0.1%
SA
1624
SpiderRock Advisors
Delaware
$243K +$238K +1,108 New
SP
1625
Stonebrook Private
Michigan
$243K -$26.7K -124 -10%