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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1701
Mascoma Wealth Management
New Hampshire
$431K -$8.97K -35 -2%
4WM
1702
49 Wealth Management
Texas
$431K +$428K +1,670 New
LFA
1703
LifeGuide Financial Advisors
Pennsylvania
$430K -$23.8K -93 -5%
AWM
1704
Austin Wealth Management
Texas
$430K -$63.5K -248 -13%
WFS
1705
Weitzel Financial Services
Iowa
$429K -$9.22K -36 -2%
TPCM
1706
Templeton & Phillips Capital Management
Tennessee
$426K +$168K +656 +66%
FNBOMD
1707
First National Bank of Mount Dora
Florida
$425K
NIWA
1708
New Insight Wealth Advisors
California
$424K -$13.8K -54 -3%
C
1709
Covestor
United Kingdom
$424K +$9.73K +38 +2%
PMSA
1710
Patrick M. Sweeney & Associates
Illinois
$424K -$769 -3 -0.2%
VA
1711
Veratis Advisors
North Carolina
$424K +$394K +1,537 New
EWA
1712
Etesian Wealth Advisors
Oregon
$422K -$58.7K -229 -12%
TW
1713
Tempo Wealth
Ohio
$422K +$419K +1,636 New
TAM
1714
Tocqueville Asset Management
New York
$421K +$4.1K +16 +1%
IPW
1715
Intergy Private Wealth
Colorado
$421K -$769 -3 -0.2%
PSP
1716
Pacific Sage Partners
Washington
$420K
PIA
1717
Polaris Investment Advisors
Massachusetts
$420K +$417K +1,629 New
AIC
1718
Allodium Investment Consultants
Minnesota
$419K -$17.2K -67 -4%
JAG
1719
Journey Advisory Group
Kentucky
$418K -$126K -491 -23%
TTIC
1720
Tower Trust & Investment Company
Iowa
$418K +$39.5K +154 +11%
PFA
1721
Pillar Financial Advisors
Kentucky
$418K -$2.56K -10 -0.6%
MPCA
1722
Madison Park Capital Advisors
Washington
$417K +$3.07K +12 +0.7%
TC
1723
Town Capital
Maryland
$415K +$412K +1,610 New
AFG
1724
Altiora Financial Group
Ohio
$414K
BSTWA
1725
Blake Schutter Theil Wealth Advisors
Ohio
$413K +$60.5K +236 +17%