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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1676
Stonebrook Private
Michigan
$253K +$682 +3 +0.3%
VAF
1677
Values Added Financial
District of Columbia
$253K -$63.6K -280 -21%
LSPW
1678
Lake Street Private Wealth
Illinois
$252K +$454 +2 +0.2%
C
1679
Covestor
United Kingdom
$251K +$20K +88 +9%
HHGA
1680
Halbert Hargrove Global Advisors
California
$249K +$239K +1,052 New
NAG
1681
Northstar Advisory Group
New Jersey
$247K +$909 +4 +0.4%
MSAM
1682
Moloney Securities Asset Management
Missouri
$247K +$236K +1,040 New
OBWP
1683
O'Brien Wealth Partners
Massachusetts
$247K +$236K +1,040 New
TFA
1684
Tobias Financial Advisors
Florida
$246K +$236K +1,039 New
WFS
1685
Walker Financial Services
Kentucky
$246K -$3.41K -15 -1%
CG
1686
CFO4Life Group
Texas
$246K +$235K +1,035 New
TCM
1687
Twin Capital Management
Pennsylvania
$243K +$22.9K +101 +11%
AWA
1688
Aletheian Wealth Advisors
Washington
$242K -$20.7K -91 -8%
MAM
1689
McCarthy Asset Management
California
$241K +$454 +2 +0.2%
BWP
1690
Balboa Wealth Partners
Arizona
$241K -$73.2K -322 -24%
VWA
1691
VERITY Wealth Advisors
United States
$241K – – –
FFM
1692
Forum Financial Management
Illinois
$241K -$48.9K -215 -17%
GC
1693
Gilbert & Cook
Iowa
$240K – – –
SNBOSCI
1694
Security National Bank of Sioux City Iowa
Iowa
$239K -$1.14K -5 -0.5%
CPL
1695
CAP Partners LLC
Tennessee
$239K -$454 -2 -0.2%
VHAM
1696
Van Hulzen Asset Management
California
$238K – – –
IAS
1697
Insigneo Advisory Services
Florida
$237K – – –
SDAM
1698
Shulman DeMeo Asset Management
New York
$237K – – –
MC
1699
Matisse Capital
Oregon
$236K +$16.6K +73 +8%
FTIS
1700
First Trust Investment Solutions
Florida
$234K – – –