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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1626
Alta Wealth Advisors
Massachusetts
$373K +$478 +2 +0.1%
GS
1627
GWN Securities
Florida
$372K +$400K +1,677 New
BW
1628
Blalock Williams
Alabama
$371K +$77.4K +324 +24%
HSA
1629
HBK Sorce Advisory
Pennsylvania
$369K +$5.73K +24 +1%
IWP
1630
IAG Wealth Partners
Wisconsin
$368K -$5.01K -21 -1%
IWS
1631
Integrity Wealth Solutions
Colorado
$365K -$20.3K -85 -5%
TPW
1632
Talon Private Wealth
Florida
$364K +$300K +1,257 +392%
KAS
1633
KPP Advisory Services
Kentucky
$364K +$392K +1,640 New
ICP
1634
Interchange Capital Partners
Pennsylvania
$363K – – –
FCM
1635
Fortis Capital Management
Washington
$363K -$53.5K -224 -12%
KP
1636
Kitching Partners
Pennsylvania
$362K +$1.67K +7 +0.4%
AFG
1637
Altiora Financial Group
Ohio
$362K – – –
PSP
1638
Pacific Sage Partners
Washington
$361K – – –
CCA
1639
Childress Capital Advisors
Texas
$361K +$389K +1,629 New
PFA
1640
Pillar Financial Advisors
Kentucky
$361K – – –
CT
1641
Caldwell Trust
Florida
$361K +$6.69K +28 +2%
PG
1642
Proffitt & Goodson
Tennessee
$360K -$1.39M -5,823 -78%
CAM
1643
Covenant Asset Management
New Jersey
$359K +$80K +335 +26%
TAM
1644
Tocqueville Asset Management
New York
$359K – – –
BFG
1645
Bouchey Financial Group
New York
$359K -$21.7K -91 -5%
BTWM
1646
Baker Tilly Wealth Management
Wisconsin
$358K +$1.19K +5 +0.3%
MCA
1647
Midwest Capital Advisors
Michigan
$358K -$85.7K -359 -18%
WI
1648
Westbourne Investments
Virginia
$358K -$69.3K -290 -15%
CPCP
1649
Cedar Point Capital Partners
Iowa
$358K +$34.6K +145 +10%
OPPS
1650
Obsidian Personal Planning Solutions
Maryland
$356K – – –