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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1726
Broadwater Capital
Massachusetts
$94.9K +$85.7K +445 New
GWSG
1727
GPS Wealth Strategies Group
Colorado
$94.9K -$56.1K -291 -40%
Kayne Anderson Rudnick Investment Management
1728
Kayne Anderson Rudnick Investment Management
California
$94.9K – – –
DPW
1729
DiNuzzo Private Wealth
Pennsylvania
$92.9K +$94.8K +492 New
EWM
1730
EPG Wealth Management
Georgia
$92.3K -$49.3K -256 -37%
UIA
1731
Ulland Investment Advisors
Minnesota
$90K -$8.29K -43 -9%
WOC
1732
West Oak Capital
California
$87K – – –
AIM
1733
Arcadia Investment Management
Michigan
$86.2K – – –
B
1734
Birchbrook
Maine
$86.2K +$77.8K +404 New
CPA
1735
Clear Point Advisors
New York
$86K +$77.8K +404 New
SS
1736
Sunbelt Securities
Texas
$84.7K -$1.93K -10 -2%
RFA
1737
Register Financial Advisors
Georgia
$84.3K -$12.5K -65 -14%
FCT
1738
First Community Trust
Iowa
$83K -$1.35K -7 -2%
TSWM
1739
Tyler-Stone Wealth Management
Ohio
$82.1K +$9.63K +50 +15%
MLA
1740
MB, Levis & Associates
Pennsylvania
$80.4K +$385 +2 +0.5%
TWM
1741
Tradition Wealth Management
Minnesota
$80K +$6.74K +35 +10%
GI
1742
Gradient Investments
Minnesota
$79.8K +$56.6K +294 +368%
AFG
1743
Albion Financial Group
Utah
$76.8K – – –
GI
1744
GS Investments
Minnesota
$76.2K – – –
PAG
1745
Paladin Advisory Group
Iowa
$75.7K – – –
PMFA
1746
Plante Moran Financial Advisors
Michigan
$74.5K -$78.4K -407 -54%
SAM
1747
Smartleaf Asset Management
Massachusetts
$73.4K +$70.5K +366 New
PS
1748
Planned Solutions
California
$72.1K +$65.1K +338 New
GFL
1749
Granite FO LLC
New Hampshire
$70K – – –
PA
1750
PSI Advisors
Florida
$65.7K +$385 +2 +0.7%