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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1626
Smith Salley Wealth Management
North Carolina
$279K +$267K +1,177 New
MAA
1627
Matrix Asset Advisors
New York
$277K +$20.4K +90 +8%
AMIM
1628
Aull & Monroe Investment Management
Alabama
$277K – – –
SM
1629
Sensible Money
Arizona
$277K +$23.9K +105 +10%
KW
1630
KWB Wealth
California
$276K -$14.1K -62 -5%
GWM
1631
GSB Wealth Management
Connecticut
$276K -$40.2K -177 -13%
HCA
1632
Heck Capital Advisors
Wisconsin
$275K +$909 +4 +0.3%
NCM
1633
Northwest Capital Management
Oregon
$274K – – –
TFP
1634
Traction Financial Partners
Wyoming
$274K -$9.32K -41 -3%
SIA
1635
Sit Investment Associates
Minnesota
$274K – – –
DFA
1636
DHJJ Financial Advisors
Illinois
$274K -$2.95K -13 -1%
BMWM
1637
Brown Miller Wealth Management
Virginia
$274K – – –
CWA
1638
Canvas Wealth Advisors
Kansas
$273K +$24.5K +108 +10%
GEA
1639
Glen Eagle Advisors
New Jersey
$273K +$8.63K +38 +3%
ATC
1640
Advantage Trust Company
Kansas
$273K +$87.7K +386 +50%
SVWG
1641
Shared Vision Wealth Group
United States
$271K – – –
RS
1642
Retirement Solution
Washington
$270K +$3.86K +17 +2%
PP
1643
Pegasus Partners
Wisconsin
$270K +$1.82K +8 +0.7%
CIA
1644
Cape Investment Advisory
Georgia
$269K +$125K +552 +95%
BMO
1645
Beck Mack & Oliver
New York
$268K – – –
SIG
1646
Stonegate Investment Group
Alabama
$267K +$10K +44 +4%
CMP
1647
Courage Miller Partners
Virginia
$266K -$2.5K -11 -1%
DIP
1648
Davis Investment Partners
North Carolina
$265K +$454 +2 +0.2%
HBW
1649
Hazlett, Burt & Watson
West Virginia
$265K +$110K +484 +76%
Qube Research & Technologies (QRT)
1650
Qube Research & Technologies (QRT)
United Kingdom
$265K -$460K -2,025 -64%