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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1651
Lakewood Asset Management
Illinois
$3K +$2.6K +14 New
NMG
1652
New Millennium Group
Utah
$2.66K -$7.41K -40 -73%
CSWG
1653
Cardinal Strategic Wealth Guidance
Kentucky
$2.2K – – –
WWM
1654
Wolff Wiese Magana
California
$2.02K +$2.04K +11 New
FMP
1655
Financial Management Professionals
Texas
$2K – – –
AC
1656
AlphaCore Capital
California
$1.83K – – –
EE
1657
EWG Elevate
California
$1.83K +$1.85K +10 New
TAM
1658
Tucker Asset Management
Colorado
$1.47K -$1.85K -10 -56%
FA
1659
Faithward Advisors
Pennsylvania
$1.1K +$371 +2 +50%
HH
1660
HWG Holdings
Texas
$1K +$927 +5 New
CMA
1661
Cedar Mountain Advisors
Oregon
$918 – – –
RFS
1662
Retirement Financial Solutions
Tennessee
$918 +$927 +5 New
BWP
1663
Baldwin Wealth Partners
Massachusetts
$734 – – –
MA
1664
MUFG Americas
New York
– -$68.9M -402,970 Closed
SA
1665
Shilanski & Associates
Alaska
– -$10.1M -59,226 Closed
HFG
1666
Heron Financial Group
New York
– -$6.42M -37,593 Closed
HPWM
1667
Highland Private Wealth Management
Washington
– -$3.53M -20,668 Closed
Millennium Management
1668
Millennium Management
New York
– -$1.74M -10,161 Closed
YIH
1669
Y-Intercept (HK)
Hong Kong
– -$1.2M -7,047 Closed
CWM
1670
Cabot Wealth Management
Massachusetts
– -$1.03M -6,050 Closed
OWA
1671
Outlook Wealth Advisors
Texas
– -$1.01M -5,897 Closed
AAM
1672
Aureus Asset Management
Massachusetts
– -$769K -4,500 Closed
CCMD
1673
Cypress Capital Management (Delaware)
Delaware
– -$694K -4,060 Closed
BFA
1674
Beacon Financial Advisory
Ohio
– -$681K -3,987 Closed
HWM
1675
Hohimer Wealth Management
Washington
– -$678K -3,969 Closed