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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1676
Hardin Capital Partners
South Carolina
$336K -$716 -3 -0.2%
KFP
1677
Keener Financial Planning
Texas
$335K – – –
DDC
1678
DF Dent & Co
Maryland
$335K – – –
AWA
1679
Authentikos Wealth Advisory
California
$334K +$360K +1,507 New
EP
1680
Essential Planning
New Hampshire
$334K -$1.79M -7,494 -83%
LNB
1681
Ledyard National Bank
$333K +$359K +1,503 New
ACM
1682
Andina Capital Management
Utah
$333K -$91.9K -385 -20%
SWM
1683
Stockman Wealth Management
Montana
$333K -$141K -589 -28%
PCA
1684
Pallas Capital Advisors
Massachusetts
$332K -$58.3K -244 -14%
LOPW
1685
Live Oak Private Wealth
North Carolina
$332K +$66.9K +280 +23%
HAS
1686
HBW Advisory Services
California
$331K -$58K -243 -14%
LA
1687
Lifeworks Advisors
Michigan
$330K -$90.7K -380 -20%
DWM
1688
David Wealth Management
Virginia
$330K +$955 +4 +0.3%
CGL
1689
Clarius Group LLC
Washington
$329K – – –
BAG
1690
Bridgewealth Advisory Group
California
$329K -$3.91M -16,386 -92%
MPCA
1691
Madison Park Capital Advisors
Washington
$327K -$21K -88 -6%
WA
1692
WealthTrust Axiom
Pennsylvania
$327K -$27.5K -115 -7%
LWM
1693
LJI Wealth Management
Indiana
$326K – – –
OC
1694
Oarsman Capital
Wisconsin
$326K +$77.9K +326 +29%
SCP
1695
Stevens Capital Partners
Nebraska
$325K +$350K +1,465 New
PMWMG
1696
Parr McKnight Wealth Management Group
Minnesota
$324K -$27.7K -116 -7%
FWA
1697
FSM Wealth Advisors
Ohio
$323K +$147K +616 +73%
LRPA
1698
L. Roy Papp & Associates
Arizona
$323K – – –
WPWM
1699
Windward Private Wealth Management
Kansas
$323K – – –
PMSA
1700
Patrick M. Sweeney & Associates
Illinois
$323K +$16.7K +70 +5%