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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAF
1676
Values Added Financial
District of Columbia
$373K +$6.2K +25 +2%
TTIC
1677
Tower Trust & Investment Company
Iowa
$373K +$4.22K +17 +1%
NWMG
1678
National Wealth Management Group
Ohio
$371K +$81.6K +329 +29%
SCM
1679
Spreng Capital Management
Ohio
$368K -$22.6K -91 -6%
LWCFA
1680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$366K +$54.3K +219 +18%
TA
1681
TPG Advisors
Illinois
$366K +$25K +101 +8%
TA
1682
TrueWealth Advisors
Alabama
$366K -$7.69K -31 -2%
ATC
1683
Advantage Trust Company
Kansas
$365K -$496 -2 -0.1%
HAP
1684
Harbor Asset Planning
Massachusetts
$364K +$992 +4 +0.3%
DWM
1685
Dynasty Wealth Management
Florida
$364K -$8M -32,260 -96%
NPT
1686
Nixon Peabody Trust
Massachusetts
$363K -$23.8K -96 -6%
FFS
1687
Founders Financial Securities
Maryland
$363K -$522K -2,104 -60%
IPA
1688
Investment Planning Advisors
Georgia
$361K +$42.4K +171 +14%
SG
1689
Somerset Group
Minnesota
$361K -$745K -3,002 -68%
MSAM
1690
Moloney Securities Asset Management
Missouri
$360K +$38.7K +156 +12%
FWM
1691
Forza Wealth Management
Florida
$359K – – –
ACM
1692
Aspen Capital Management
Idaho
$357K -$992 -4 -0.3%
AP
1693
Aspect Partners
Virginia
$357K -$47.1K -190 -12%
SFGP
1694
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$356K +$248 +1 +0.1%
Two Sigma Investments
1695
Two Sigma Investments
New York
$356K +$347K +1,400 New
WA
1696
Waddell & Associates
Tennessee
$355K +$347K +1,398 New
AWAP
1697
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$355K – – –
CMP
1698
Courage Miller Partners
Virginia
$355K -$4.22K -17 -1%
LOPW
1699
Live Oak Private Wealth
North Carolina
$353K +$18.6K +75 +6%
KFS
1700
Kaizen Financial Strategies
California
$350K +$2.23K +9 +0.6%